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What to do if an installer is seeking extension for a Milestone

What to do if an installer is seeking extension for a Milestone

Owned by Eric Suarez
Last updated: Dec 16, 2024 by Rafael Gonzalez
4 min read

Background: A milestone deadline is coming up or is expired and an installer is requesting an extension. The installer will have a message with a yellow banner (if approaching) or red (if expired).

Table of Contents:

Milestone Deadline

Reference

Milestone Deadline

Reference

  • Here’s how you can check the current or past Milestone Deadline

Specific scenarios

M1 Requests

M1 deadlines will now be set to 90 days.

  • Since the credit qualification is valid for 90 days, no M1 extensions will be allowed.

  • This means that if the M1 deadline passes, we will NOT be able to grant an extension, and a new credit application will be required.

NOTE:

  • The Extension Request Button has been removed from the platform for all existing workflows. As a result, M1 extensions can no longer be requested for any project. However, any M1 extension requests submitted before the implementation will still be honored by DP, (if applicable)

Action

Script

Action

Script

  • Reply to the Installer by using the following script:

'Hello,

The credit qualification is expired; therefore, we are unable to grant a milestone extension for M1. To proceed, you will need to re-run credit, create a new quote and contract, and complete all milestone tasks per the new workflow inclusive of the welcome call.

Regards,'

If the previous contract was generated using expired pricing, the installer will have to requote with updated pricing.

 

M2 requests

IF

Action

IF

Action

If a Sales rep is requesting an M2 extension

  • They should be referred to their installer only. Do not refer to the AM under any circumstances.

If an Installer is requesting an M2 extension

  • And there are extenuating circumstances, advise the installer to contact their Account Manager, create a Sales Force Case, and create a Case Assignment with “Sales” and tag the Account Manager in the Feed asking them to review it

If an Account Manager is requesting an extension of M2

M3 Requests and Setoffs

  • If a job passes the M3 deadline the red deadline has passed banner will display, but the installer will still be able to complete M3 tasks and then submit for approval.

  • If a job passes the M3 deadline the red deadline has passed banner will display, but the installer will still be able to complete M3 tasks and then submit for approval.

  • The milestone deadline passed banner will display on

  • The installer should complete the required tasks. Once complete, they will be able to submit for approval.

  • Will be in February

  • Once the installer has reached PTO approval, the setoff will be reversed.

  • This will be determined by DP only.

Deal Processing Timelines

  • Request Type: Account Management

  • Resolution Type: Account Management

 

To determine the date the request was made to ensure DP has the full 2 business days for review and processing:

Step

Action

Reference

Step

Action

Reference

1

  • Pull up the job in Engine.

EverBright

2

  • Navigate to the Operations Phase.

 

image-20240506-142328.png

 

3

  • Click the Request Milestone Extension.

 

 

4

  • Click History.