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Scheduling a Commitment for Savings Analysis

Scheduling a Commitment for Savings Analysis

Owned by Rafael Gonzalez
Last updated: Jan 06, 2025
4 min read

Handled by: Frontline Agents

Purpose: A new project has started where EverBright will reach out to homeowners with concerns about their savings. Homeowners that have received our email may call in to schedule a time for a savings analysis

Participating Homeowners:

Name

Address

Reference Case Number

Name

Address

Reference Case Number

James Connolly

2302 Crescent Dr, Abilene, TX 79605

00006458

Phillip Marchino

445 Grace Ave, Sacramento, CA 95838

00006459

Epifanio Barroso jr

2209 Augusta St, Weslaco, TX 78596

00006460

Gregory Collier

3281 Cleveland St, Paris, TX 75460

00006461

duane sargent

716 ohara st, bloomington, IL 61701

00006462

Richard Ganley

42 Locust Ave, Dumont, NJ 07628

00006463

Greg Foster

533 Coconut St, Brentwood, CA 94513

00006464

Terry Bell

161 N A St, TULARE, CA 93274

00006465

Scott George

1220 Auburn Rd, Lincoln, CA 95648

00006466

John Mannle

207 3rd St, CA, 95971

00006468

Misti Shook

120 N 32nd St, IL, 62864

00006467

Mark Pickering

987 Alexandra Dr, CA, 92881

00006469

Luis Rivera

83352 Flamingo Ave, CA, 92201

00006470

Tricia De Luna

13111 Calle De Los Ninos, CA, 92129

00006471

Jeffrey Hadley

3336 Middle Rd, ME, 04330

00006472

Samuel Wade

1660 Bremen Rd, ME, 04572

00006473

Norma Rodriguez

207 Napoli Dr, CA, 92821

00006474

Process:

Step

Action

Step

Action

1

  • Homeowner will contact support regarding an email from EverBright about a savings analysis.

The Email will come from the following Email address (EverbrightOutreach@myeverbright.com)

Subject: We received your feedback and want to help.

Thanks for providing EverBright feedback about your solar financing experience. Your satisfaction is important to us, so we want to help address the concerns you shared about your solar savings.

If your utility bills are higher than expected or you’re not saving as much as you’d like, there could be some easy-to-address reasons why.

We’re committed to helping you get the most out of your solar system. If you’d like to talk further about your solar savings, please email us back at everbrightoutreach@myeverbright.com to schedule an appointment with a member of our customer team. You may also reach out to us at (877) 425-5201.

Thank you for being a valued customer.

EverBright

2

 

3

 

IF YES:

  • Go to the Reference Case Number linked to the homeowner

  • Check for the PDF attachment included in that case

    • This PDF document should reflect the Email we have sent

      • Is the Email including the subject “We Received Your Feedback and Want to help”?

        • IF YES: Go to Step 4

        • IF NOT: Continue assisting the customer with their concerns and stop following this process

IF NOT:

  • Continue assisting the customer with their concerns and Stop following this process

 

4

  • Let the customer know that you have checked their account and found an Email we sent with the subject line “We received your feedback and want to help”

    • Ask if the call is about scheduling an appointment

 

IF YES:

 

IF NOT:

  • Continue assisting the customer with their concerns and stop following this process

5

  • Let the customer know that you would be happy to assist with scheduling an appointment

  • Navigate to the Calendar tab in Teams

Step 1.png

  • Click on New Meeting

Step 3.png

  • Type “Commitment” as the title

 

  • Add the Name and Address of the homeowner in the Notes Section below

 

 

 

6

  • Then Click on “Scheduling Assistant”

 

 

7

  • Make sure the Time zone is selected as “Eastern Time (US & Canada)”

 

 

 

8

  • Click on the “Add required Attendees” and add Either

    • @Ivette Villegas or

    • @Santiago Castilla Espinoza

You will add whoever is available within the required Available Hours

Example: If you need to schedule for Tuesday at 2:00pm but the only one available at that time is Ivette then you will only add Ivette as the required attendee

  • You can check who is available or not by selecting a date and time and looking at the chart next to the attendees' names.

Available Hours:

  • January 8th, 2025

    • Between 4:45pm - 6:00pm EST

  • January 10th, 2025

    • Between 4:45pm - 6:00pm EST

  • January 15th, 2025

    • Between 4:45pm - 6:00pm EST

  • January 17th, 2025

    • Between 4:45pm - 6:00pm EST

 

 

9

  • Finally, go back to the Reference Case Number related to this homeowner and assign the case to either @Ivette Villegas or @Santiago Castilla Espinoza (depending on who you are scheduling)