Background
To assist homeowners with PTO delays, Everbright implemented two payment arrangement policies.
Paused Payments - In some situations where the homeowner’s payments are due before the system is operational, EB has implemented a pause payment plan.
Installer Payment Arrangements - Orgs that have been slow to get customers to PTO will now be responsible for making the customer’s payments until their system is operational.
Objective
To close PTO Tickets for the organizations listed below.
Organization | Date Notifications Sent | Action |
Sol Nova | 03/03/2023 | Installer Payment Arrangements |
Small Town Solar | 03/03/2023 | Installer Payment Arrangements |
Green Light Solar | 03/09/2023 | Installer Payment Arrangements |
Renewable Resources | 03/03/2023 | Paused Payments |
Shield | 02/13/2023 | Paused Payments |
Closing the Homeowner PTO Ticket
Assign the ticket to yourself.
Reporter: Homeowner’s email address
Note the Org, date the notification was sent and action to take from the table above. Reply to the homeowner with the response corresponding to the action for the Org:
Installer Payment Arrangements
Dear [Homeowner Name],
As you may recall, EverBright is the financing company for the solar system being installed on your home. We sent out an email notification on [MM/DD/YYYY] to inform you that we have coordinated with your installer [Installer Name] to have them cover your monthly payments until your system is operational. This installer payment will automatically be applied to your account, and no payments from you will be due until after your system is operational.
We are closing this ticket as EverBright and your installer are fully committed to getting your system operational as soon as possible. If you have any other questions, please contact us at 877-425-5201, option 3, or support@myeverbright.com.
Regards,
[Agent’s Name]
Paused Payments
Dear [Homeowner Name],
As you may recall, EverBright is the financing company for the solar system being installed on your home. We sent out an email notification on [MM/DD/YYYY] to inform you that your billing is automatically being paused and no payments will be due until after your system is operational. Your monthly payment amount and total number of payments will remain unchanged. However, if you do not want us to pause your payments, please contact us at 877-425-5201, option 1 to let us know.
We are closing this ticket as one of our trusted installation partners will be reaching out to provide assistance with the installation process as we are fully committed to getting your system operational. If you have any other questions, please contact us at 877-425-5201, option 3, or support@myeverbright.com.
Regards,
[Agent’s Name]
Ticket Handling
Resolution: Done
Resolution Type: PTO Delay
For linked tickets to the installer:
Update the reporter to anonymous
Leave an internal comment:
Closing this ticket as resolved; homeowner has been notified of resolution
Close the ticket
Resolution Type: PTO Delay