November 2nd Price Change / No Cost Change Order
- Deanna Collia
Background: On October 28th, emails were sent out informing customers that EverBright prices would be changing November 2nd. Account Managers were informed of the specific pricing changes for their organizations.
Table of Contents
Questions regarding pricing changes
If customers reach out to support and have questions regarding pricing changes, they should reach out to their org admin (if the request came from a non-org admin) or their Account Manager (if request came from an org admin) for specifics.
If a customer expresses dissatisfaction about the updated pricing, send the following slack to #everbright-sales and tag the account manager:
FYI only - [customer name] with [organization] expressed dissatisfaction over price increase [enter their quote here]. Ticket is addressed but wanted you to be aware.
Before M1 approval
Even though extensions will not be granted in M1, support will still forward requests to Deal Processing for final approval/denial
The contract must be signed by 11/8 or the quote will expire, and they will need to generate a new contract using the new pricing
Only one person needs to sign the contract in order for it to be valid (installer, HO, or salesperson)
If the contract is generated and there are no signatures by the deadline, it will be Void
M1 must be completed before the deadline - No M1 extensions will be given
If M1 deadline is passed, the project must be requoted using new pricing
If a change order is required during M1
If the change does not affect pricing (i.e. name or address change)
The installer has the option to do a no cost change order (NCCO)
During an NCCO, the homeowner will also have the opportunity to update their preference for ACH payment withdraws
If pricing is affected (installation or homeowner pricing)
The workflow must be cancelled, new quote generated with Nov 2nd pricing and new contract signed
Change orders after M1 approval
If the change does not affect pricing (i.e. name or address change)
The installer has the option to do a no cost change order (NCCO)
If pricing is affected (installation or homeowner pricing)
The installer must requote the job to use the change order
No cost change order (NCCO)
An NCCO can be used to update a customer’s contact information (name, address) or ACH payment preference without the need to cancel the contract
As of now, these are the only items that can be updated with an NCCO:
spelling of name(s) on contract
address update (i.e., unit number needs to be added, spelling of street name is wrong, etc.)
Salesperson's HIS registration # needs to be updated
The NCCO cannot be used to update an email address. If the email address is incorrect, the workflow needs to be cancelled, email address updated, and contract regenerated
The RIC assignment form is now part of the initial contract signing. Therefore, when a no cost change order (NCCO) is signed by the homeowner, the installer will need to complete a new RIC assignment form as a subtask.
Navigate to Operations phase, go to the current milestone (M1 or M2) and
click on the “NCCO” task. Then click the Generate button on the right side.The “Generate Re-sign Contract” modal will open. Click on the Generate button to send the revised
contract to your customers for their signatures
Requoting a job (post M1)
If a change order is needed for the amount financed, follow these steps:
Navigate to the Quote phase
Click on the “stacked 3 dot” icon next to the
signed quote and select “Re-Quote” to regenerate the quote.You will see options to re-quote with the original pricing (“use expired pricing”) or new
pricing (“use current pricing”).Select “Use expired pricing” and create the new quote
Go to the Operations phase and the M2 workflow, select the new quote that was
generated to use in the change order. Note: Because this quote has expired, it cannot
be used in a new contract.
