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DFO Disposition Dictionary

DFO Disposition Dictionary

Below is a list of the dispositions you will encounter after your call. Select the disposition that best applies to each completed call.

The available dispositions are determined by the skill assigned to the interaction.

Primary Disposition

Secondary Disposition

 

 

 

 

 Account Management - Homeowner 

Account Access Inquiry

Cancellation of Contract

Case Follow-up

Credit Reporting: Inquiry

Customer Information Update

Homeowner Portal Inquiry

Returned mail

VPP

 

 

 Account Management 

Account Access Inquiry

Cancellation of Contract

HIS Inquiries

Integration Inquiry

 

 Address Phase 

Move Pin

Override Address

Update Job Information

 

 

 Authoritative Copy 

Authoritative Copy Complete

Authoritative Copy Decline

Authoritative Copy Left Voicemail

Authoritative Copy Not Completed

 

 Billing/Payments/Collections 

Billing Discrepancy

Collection Fees

Payment Modification

 

 

 

 

Complaints 

Alleged Fraudulent/Deceitful Act

Conservatorship

Contract Violations

Credit Reporting: Dispute

Customer Service Concern

Missing Contractual Equipment

Power of Attorney

System Damage - Omnidian Referral

Contact Phase 

Contact Phase

 

 

 

General HO Inquiry 

Installer Information Request

Interconnection

Job Status

MyEverBright Inquiries

Production Inquiry

System Maintenance Request

Tax/Credits

 

 

 

Interconnection

Completed NJ Incentive

Interconnection - Not Found

Interconnection Complete

Interconnection Declined

Legal Review

Requested New Link

Join EverBright 

Referrals

 

 

 

 

Non-Actionable

Dead Air

Do Not Call

No Action Necessary

No Answer

Spam/ Junk

Transfer - preferred agent

Transfer - reject escalation

Voicemail

Wrong Number

 

 

 

 

 

Operations Phase 

HCO

ICO

Installer Payments

Interconnection

Milestone Requirements

Monitoring

NCCO

PTO/M3

System Details

Utility Bill

 

 

Project Phase 

Design Desk

Equipment

Production/Tolerance

Shade/Solar Access

 

 

Qualification Phase 

Credit

ID Verification

Income Verification

Title

Title Stipulations

Contract Phase 

Resend

Proposal Phase 

Proposal Phase

 

 

Quote Phase 

Cost Buildup

Finance Product Rules

Rate Escalator

Savings

 

 

 

 

 

 

 

System Transfer/UCC Terminations

Addendum – Solar/Foreclosure

Bankruptcy

Credit - Approved

Credit - Conditional Approval

Credit - Failed

Death

Divorce

Foreclosure

Home Sale

PPA Buyout Request – < 6 years

Refinance

Short Sale

UCC Termination

 

Usage Phase 

Rate Escalator

Usage

Utility

 

 

 

WC/DWC 

DWC Clarification

Installer WC Inquiry

WC Complete - DWC Fail

WC Complete - DWC Refused

Welcome Call Fail

Welcome Call Request

 

 

 

 

 

Configuration 

Account Updates

Expired Insurance

Installer Configurations

New Channel Partner Form Request

New Document Form Request

New Equipment Form Request

Product Rule Requests

Utilities

Workflow/Milestone Requests

 

Development 

Bug

Datafix

 

 

Installer Complaints 

Mechanics Lien

Misconduct/Rude Installer

Point-of-Sale Misrepresentation

Property Damage – Installer

PTO Delays

Homeowner Communications 

Default Letter

 

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