HIS Licenses in Multiple States

Background:

Currently, the EverBright platform does not support multiple HIS license entries, nor does it allow the user to indicate in which state the license is held. Config is updating the platform Wed Feb 7th, to account for multiple licenses. There will be a grace period beginning January 24th where installers will need to populate the new field with their HIS license number.

During the Grace Period

During the grace period, both the original HIS field and the new field with state distinction will be visible and editable. Installers will need to cut and paste the old value (1) into the new HIS field (2). The system will not pull from the original field as of February 7th. If an installer has multiple licenses, they will click the + Add HIS License button to populate additional fields (3).

Open

After the Grace Period

Once the grace period is over, the old HIS field will be removed. Any installer that has not populated the new field with their HIS number will be blocked from generating a contract.

California HIS License Issue

The CPUC and the CA Agreements are pulling different values for the HIS Licenses, and Deal Processing is enforcing NCCOs.

To resolve the issue:

• Void the NCCO

• Assign the installer/sales rep to the quote phase.

Reference Image

Open

• Regenerate the NCCO

• Send the NCCO