PTO Queue Clean Up
- Pablo.Estrada (Unlicensed)
- Deanna Collia
- Stephanie Kussrath
- Cassandra Mercado
Background
To assist homeowners with PTO delays, Everbright implemented two payment arrangement policies.
Paused Payments - In some situations where the homeowner’s payments are due before the system is operational, EB has implemented a pause payment plan.
Installer Payment Arrangements - Orgs that have been slow to get customers to PTO will now be responsible for making the customer’s payments until their system is operational.
Objective
To close PTO Tickets for the organizations listed below.
Organization | Action |
|---|---|
Sol Nova | Installer Payment Arrangements |
Small Town Solar | Installer Payment Arrangements |
Green Light Solar | Installer Payment Arrangements |
Renewable Resources | Paused Payments |
Shield (M3) | Paused Payments |
American Solar Advantage Inc. | Installer Payment Arrangements |
Bright Planet Solar, Inc. | Installer Payment Arrangements |
Complete Solar, Inc. | Installer Payment Arrangements |
Divine Power USA | Installer Payment Arrangements |
Generation Solar LLC | Installer Payment Arrangements |
Skyline Solar, LLC | Installer Payment Arrangements |
South Plains Solar, LLC | Installer Payment Arrangements |
Cyberdyne Construction, LLC | Installer Payment Arrangements |
Lifetime Power, LLC | Paused Payment / Installer Payment Arrangements |
Skyline Energy Savers, Inc | Paused Payment / Installer Payment Arrangements |
BEST Solar , LLC | Pause Payments |
PEG Enterprises PEG Energy, LLC | Pause Payments |
Empower Solar Inc | Installer Payment Arrangements |
Harness Building Solutions | Pause Payments |
DAV Roofing and Construction, LLC, DBA Southern Sun | Installer Payment Arrangements |
Freestar Inc. DBA Elbac Solar | Installer Payment Arrangements |
Headline Solar LLC | Installer Payment Arrangements |
Infinity Energy, Inc. | Installer Payment Arrangements |
Radius Energy | Installer Payment Arrangements |
Red Peak Solar LLC | Installer Payment Arrangements |
Solar Electric Texas LLC | Installer Payment Arrangements |
Solar Power Pros Inc. | Installer Payment Arrangements |
Sonovus Energy LLC | Installer Payment Arrangements |
Source Solar | Installer Payment Arrangements |
Sunspear Energy, LLC | Installer Payment Arrangements |
Ambia Energy, LLC | Pause Payments |
Penguin Home Solutions | Pause Payments |
Choose the Right Solar DBA | Installer Payment Arrangements |
Green Home Systems | Installer Payment Arrangements |
Pacific Allied Group Inc. | Installer Payment Arrangements |
Solar 360 Building Services, Inc. | Installer Payment Arrangements |
Solar Savings Direct, Inc. | Installer Payment Arrangements |
Solergy | Installer Payment Arrangements |
Avvio Services LLC | Installer Payment Arrangements |
Convert Solar | Installer Payment Arrangements |
Hex Construction | Installer Payment Arrangements |
MSC Mechanical Inc | Installer Payment Arrangements |
Next Phase Electric | Installer Payment Arrangements |
Nexus Energy System | Installer Payment Arrangements |
Spring Solar | Installer Payment Arrangements |
SunLink Energy | Installer Payment Arrangements |
Procedure
Navigate to the PTO Clean Up .xlsx. Agents have been pre-assigned tickets to close based on the Org.
Click on the link to the ticket and reassign it and any linked ticket to yourself.
Confirm the Organization
Follow the procedure below for replying and closing ticket
Fill out the required fields in the spreadsheet
Closing the Homeowner PTO Ticket
Reporter: Homeowner’s email address
Note the Org, date the notification was sent and action to take from the table above. Reply to the homeowner with the response corresponding to the action for the Org:
Installer Payment Arrangements
Dear [Homeowner Name],
As you may recall, EverBright is the financing company for the solar system being installed on your home. We sent out an email notification to inform you that we have coordinated with your installer [Organization] to have them cover your monthly payments until your system is operational. This installer payment will automatically be applied to your account, and no payments from you will be due until after your system is operational.
We are closing this ticket as EverBright and your installer are fully committed to getting your system operational as soon as possible. If you have any other questions, please contact us at 877-425-5201, or support@myeverbright.com.
Regards,
[Agent’s Name]
Paused Payments
Dear [Homeowner Name],
As you may recall, EverBright is the financing company for the solar system being installed on your home. We sent out an email notification to inform you that your billing is automatically being paused and no payments will be due until after your system is operational. Your monthly payment amount and total number of payments will remain unchanged. However, if you do not want us to pause your payments, please contact us at 877-425-5201, to let us know.
We are closing this ticket as a representative will be reaching out to provide assistance with the installation process as we are fully committed to getting your system operational. If you have any other questions, please contact us at 877-425-5201, or support@myeverbright.com.
Regards,
[Agent’s Name]
Ticket Handling
Resolution: Done
Resolution Type: PTO Delay
For linked tickets to the installer:
Update the reporter to anonymous
Leave an internal comment:
Closing this ticket as resolved; homeowner has been notified of resolution
Close the ticket
Resolution Type: PTO Delay