Testing in Onboard

Background: Onboard is a test environment that allows installers to test document changes without sending it to customers. It has the same login credentials as their "live" account.

To test their document, they must follow the steps below:

1. Navigate to EverBright

2. Use your regular EverBright login email and password to log in (remember password is case-sensitive)

3. Create a new job that matches the criteria of the document you’re testing (i.e. if you need to test a storage project, make a job with storage)

4. If you set up the “test client” with an email address you can access, then the document will come to you both as contractor & client. You will then be able to download the completed document with the DocuSign certificate.

5. Create a quote for that project.

6. In order to generate a contract for the project, Qualification needs to be run. The following information can be used to generate a dummy qual:

   1. Customer name - Steven Gomez

   2. SSN- 666-36-9679

   3. Enter an income that is sufficient for the customer to afford the job.

   4. Use a DOB that makes the customer over 18.

7. Generate a contract on the new quote.

Please note:

• To fully test your project, you must create test jobs that cover every item (old/new/changed) in your project. Otherwise, you may not find the error until it goes to your client.

• Your project will be available to test until Onboard is updated.