Background: Agents can use this article as a guidance to understand and accurately explain the different cancellation reasons for a project using Engine.

Process:

Step	Action

Step	Action
1	Access the Operations section in the system.
2	Identify and select the appropriate quote for the project in question.
3	Go to the Milestone Feed to find the most recent cancellation reason
4	Use the following guideline to determine why the project was canceled.
	AUTO M1: Milestone Aged	This cancellation typically occurs when the Credit Application has expired or been declined and is linked to the project’s Milestone Deadline. The milestone credit application expires after 90 days. You Must first Check for the Credit Stauts: Navigate to the Qualification Phase of the Project in Engine Check the Credit Status for the specific product (e.g. PPA Plus) Click on the “Credit' tab to review the Credit Status and Expiration Date If the Expiration Date has Passed: Re-run the credit and create a new contract If the Status Shows “Declined”: The Homeowner should receive an email detaling the rason for the credit decline
	AUTO M2: Milestone Aged
	Homeowner Requested Cancellation
	Failed Qualification
	Product Change Requested
	Other Reasons

Installer Knowledge Base

How to Find & Understand Cancellation Reasons

Analytics

Process:

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