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De-archive Request SOP

De-archive Request SOP

Handled by: Software Support Team

When to use this SOP: 

Use this procedure when a customer or agent cannot locate or unarchive an existing job.

 

Select the JSON Chrome extension link below if you have not done so before.

JSON Chrome Extension helps to parse the data. Alternatively, the Firefox browser has a built-in extension that will parse the data.

STEP

ACTION

REFERENCE

STEP

ACTION

REFERENCE

1

Gather Required Information

  • Obtain the homeowner’s name and site address from the customer.

 

2

Locate the Site UUID

  • Ensure you are logged in to the Installer’s account or organization as EverBright Admin in the account.

Logging in directly to the org will give better result.

  • result from EverBright, LLC

image-20241107-174344.png
  • result from the organization (sample org: Solar Pros)

image-20241107-174900.png

Add the search criteria to the end of the URL using the information you've gathered.

  • Search by Last Name:
    &contact_last_name=REPLACE_ME (e.g., &contact_last_name=Seabury)

  • Search by First Name:
    &contact_first_name=REPLACE_ME (e.g., &contact_first_name=Zach)

  • Search by Street Address:
    &address_line_1=REPLACE_ME (e.g., &address_line_1=555%20Magnolia%20St)

Replace spaces with %20

  • Search by City Name:
    &city_name=REPLACE_ME (e.g., &city_name=Miami)

  • Combine search parameters if needed by appending them to the URL. If partial data is available, use _contains for flexible searches (e.g., &city_name_contains=Juno).

3

Retrieve and Copy the UUID

  • Once you find the required job, copy the UUID to your clipboard

 

 

 

4

Select the down chevron in the top-right corner and click Return to User.

 

 

 

5

Navigate to the Settings page (cogwheel icon)

 

 

6

Choose Support Tools from the menu on the left (bottom of the list).

7

Select the appropriate Object Type (Site, Project, or Quote).

8

Paste the UUID into the search field.

 

9

Click Search and then select Unarchive.