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Savings Rule Error

Savings Rule Error

Owned by Tiffany Harper (Unlicensed)
Dec 20, 2023
2 min read

Background: If you receive an inquiry regarding a savings rule error on a project when attempting to quote. 

 

 

 

  • Go to Mirror

  • Create a job at the same address.

  • Check the ‘Usage Phase’

  • Compare it against the live project.

If the usage phase has been adjusted this most likely that is the causing issue.

 

The agent can also follow this SOP to see the history in Genability: https://goeverbright.atlassian.net/wiki/spaces/SS/pages/654180353.

 

The agent should reply to the installer:

 

Hello,

I hope this message finds you well. I'm writing to discuss the adjustment you recently made to the usage phase in our solar project software. I can understand how these adjustments reflect your specific needs or anticipated energy usage, because personalizing these details is an essential step in creating a project that is uniquely tailored to you.

However, I wanted to clarify why the software flagged an error message after this change. The "Savings Rule" error you are now seeing is a protective feature in our system designed primarily for the homeowner's interest in mind. Its purpose is to ensure that the planned solar project is going to result in tangible cost savings for the customer.

The rule activates when it notices that the projected solar generation - based on the entered usage data - will not meet the necessary cost-saving threshold. Which means, in its current parameters, the project might not help you save money on energy costs in the long term, therefore might not be a feasible or desirable investment.

I comprehend that this might seem like a processing hindrance, but it's there to make certain that the project we are quoting, and you are considering is beneficial economically. We believe in delivering projects that will have a positive impact both on the environment and your wallet.

If you have any questions or if you would like to discuss this in more detail, please don't hesitate to reach out. Our team is here to help you create a solar project that aligns with your energy needs and savings goals. Your satisfaction is our highest priority!

 Best Regards,

[Agent Name]