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.

NOTE: There is a new article that supersedes this document:

https://goeverbright.atlassian.net/wiki/spaces/TECH/pages/3553951784

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

1. Navigate to https://app-onboard.goeverbright.com/auth/login?redirect=%2F

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.