EverBright Account Update Form

The EverBright software platform allows users with administrative access to submit forms for changes to documents, channel partners, equipment, financing products, incentives, operations workflow and product rules directly from the platform.  Each request will have a series of detailed questions so that our technical team receives the necessary information to complete the request as efficiently and as accurately as possible.

Please perform the following steps to access the surveys:

1. Navigate to your Organization Settings wheel. 

2. Select Account Updates from the left vertical ribbon and view a description of the opportunity

“Please select a form below to request updates to your account. This includes but is not limited to making changes to your financing products or document templates, adding new equipment or onboarding new channel partners. Requests are filtered by your account type. Submitting a form will automatically create a ticket in our support system, and we will let you know once the request is fulfilled! We strive to complete all requests within three business days, but it can take a bit longer if we need to confirm any details with you. Please contact support@goeverbright.com for all other requests”.

3. From the account settings menu, the user will be able to select from a drop-down list of account update surveys 

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These forms are available for review below: 

Channel Partner Request Form

This form should be used when you would like to add a new channel partner. 

Document Request Form

This form should be used whenever you would like to add or update your account’s contract or other documents. 

Equipment Request Form

This form should be used whenever you would like to add modules or inverters to our database. If the equipment is already in our database or you’d like to add storage or EE equipment, you can add it under Project Settings.

Financing Products Request Form

This form should be used whenever you would like to add or update financing products in your account.

Incentives Request Form

Incentives on EverBright, with the exception of SRECs, are platform-wide. This form allows you to easily communicate any incentive changes that you wish to make, whether that is adding new incentives, changing existing incentives, or removing them. However, if you wish to block an incentive from being included in your quotes, no need to fill out the form! You can do this on your own in the quote settings - here’s more information on blacklisting incentives from organizational use.

Operations Workflow Request Form

This form should be used when you want to make changes to the milestones and tasks in the operations phase. You will need to make sure to fill out this Excel sheet before filling out the form.

Product Rules Request Form

This form should be used when requesting changes to the following rules:

• State Rule

• Utility Product Rule

• Project Type Rule

• Module and Inverter Manufacturer Rule

• Equipment Type Rule

• Contract Term Rule

• Battery Manufacturer Rule

• Inverter Model and Module Model Rule

• Install Cost Per Watt Rule

• Battery Model Rule

• Configuring Project Type - Project Phase Rule

Canned Response for Successful submission of Account Update Form

Hello <Customer’s Name>,

We have received your form for this request. Thank you for filling it out!

Your information will be processed by the appropriate department and you will be notified once all steps are completed.

In the interim, please do not hesitate to contact us should you require any additional assistance.

Best Regards,

<Representative’s Name>

Canned Response for submission of Account Update Forms using the previous method

Hello <Customer’s Name>,

Thank you for requesting updates/changes to your <Form Type>. As an added convenience to you, we have provided the ability to input your request directly from the platform following the steps below. Today’s submission will be processed by the appropriate department and you will be notified once all steps are completed. Please note the updated method below for future account updates/ changes.

1. Navigate to your Organization Settings wheel. 

2. Select Account Updates from the left vertical ribbon and view a description of the opportunity

3. From the account settings menu, you can select from a drop-down list of account update surveys 

Once the appropriate form is chosen, you will be directed to the input screen.

In the interim, please do not hesitate to contact us should you require any additional assistance.

Best Regards,

<Representative’s Name>