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Checklist for Customer Direct Configuration Requests

Checklist for Customer Direct Configuration Requests

 

Changes to the Support Process

Starting on 11/2/2020, Sighten will require all configuration requests outlined below to come from a form. Below outlines the process for to handle requests that come directly from a customer email. These changes will apply to the following requests:

  • Document Changes

  • Configured Financing Changes

  • Operations changes

  • Adding Channel partners

  • Equipment Requests (adding modules or inverters to our database)

  • Incentive changes

The only account exempt from this is Swell.

Customer Requests Starting 11/2/20

  • Tag the account manager and add them as a watcher. Let them know we need a form from the customer.

  • Slack the account manager as well with a link to the ticket and let them know a form is a required.

  • For customers with the aforementioned requests, please reply with the Nov. 2 email.

  • Place ticket in “Waiting for Typeform.” This was previously a ticket reserved for Onboardings; however, we will use this status so we can more easily keep track of these requests.

  • Once the form comes in, we should link the ticket with the form request

  • Respond with this email

  • Close the customer direct request as a duplicate.