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Helping Customers Understand Solar Savings & Utility Bills Reality

Helping Customers Understand Solar Savings & Utility Bills Reality

Background: Support Agents may encounter inquiries from homeowners regarding high utility bills savings-related concerns or thinking their system “Is not working”

This document serves as a guide for effectively troubleshooting these inquiries. It outlines the primary reasons behind savings-related questions and assists agents in navigating the troubleshooting process. Additionally, it emphasizes the importance of utilizing all available resources to provide homeowners with clear explanations about solar production and consumption

It is essential for Front-Line Agents to assist customers by first identifying potential root causes before offering a response or resolution to the homeowner's concern. 

  • Once the cause is determined, inquiries should be addressed according to the following Check-List Procedure. 

Please remember that when we receive customer inquiries about high utility bills, savings concerns, or someone thinking their system “is not working” it’s essential to understand the situation by considering both the customer’s information and our system data. 

  • Identifying common triggers and knowing how to use the available tools and resources are vital for effectively assisting customers. 

 


Understanding Common Triggers:

Inquiries related to solar savings typically arise from a few common triggers. By recognizing these triggers, agents can more accurately identify the issues and communicate solutions to homeowners. 

The following information is intended as guidance for identifying common triggers. It should NOT be used as a script to read to homeowners. 

  • Instead, use it to understand the triggers before following the checklist procedure (which will help you explain the process to assist the customer more effectively) 

Topic

Description

Topic

Description

 

 

 

Utility Bill/Utility Costs

 

 

 

  • Solar Systems can reduce electricity bills, but they do not eliminate them completely, especially if the household consumption exceeds what the system is producing. For instance, during peak hours, if a family uses a lot of electricity this increases usage from the grid which results in higher bills. Even if the customer consumes no electricity from the utility, they will often still receive a small utility bill with base customer charges. 

 

 

 

Shading and Landscaping changes

 

 

  • Trees and other landscaping may have grown taller, thicker, which is producing more shading - affecting the system’s production. Regularly assess the shading on the system, at different times of the day, and during different seasons to see if that could be affecting the system's production. 

 

 

 

Consumption Habits Change

 

 

  • Some people consume more energy after installing solar panels. This is known as the solar rebound effect, which describes the increase in energy consumption relative to the amount of energy generated by the solar panels. 

 

 

 

 

Change in Energy Needs

 

 

 

  • Energy usage could significantly increase due to additional appliances or more people in home, such as during summer months when kids are home and using more electricity 

 

 

 

Timing of Energy Use

 

 

 

 

  • Using energy-intensive appliances like washing machines and dishwashers during the night or peak rate periods can affect your utility bill. Running these appliances during the day (when the solar system is producing energy) could increase savings 

 

 

 

Seasonal Fluctuations

 

 

 

  • Seasonal changes can influence solar production. For instance, during rainy or cloudy months the solar system will produce less energy, leading to higher utility bills. Similarly, Hot summer days can increase the energy demand, especially for cooling 

 

 

Net Metering Billing Structures

 

 

 

  • (If Applicable) Net metering allows the homeowner to earn credit for the excess energy the system sends back to the grid. However, in some areas these credits are reconciled annually. This means that we might not see immediate savings but will benefit over the year 

 

 

 

Certain Virtual Power Plant (VPP) Events - Based on your battery configuration and usage

 

 

 

  • During VPP events, batteries may drain more quickly, leading to increased energy use from the grid, rather than the battery during peak hours. While this can temporarily raise bills, participating in a VPP program allows customers to earn credits that will more than offset these added utility costs. 

 

 

 

Equipment Installation on the Wrong Meter

 

 

 

 

  • If the solar system is connected to the incorrect meter, this may explain discrepancies in the utility bills. In such cases, Support can arrange for a technician to assess and resolve the issue. 

 

 

CT (Current Transformer) Installation Issues

 

 

 

  • System’s monitoring data could seem inconsistent due to a missing or incorrectly installed CT clamp, which can reflect accurate energy tracking 


Checklist Procedure:

Step

Action

Step

Action

1

  • Customer contacts Support regarding a savings-related issue

 

2

  • After properly authenticating and understanding the homeowner's concern, let the customer know that you are happy to assist with this matter

 

3

  • Is there an open case related to the homeowner’s concern? 

  • IF YES:

    • Review the updated information carefully.

    • Inform the customer about the latest update.

    • If the customer is satisfied with the update, no further action is needed.

    • If the customer is not satisfied:

      • Tag the case owner in the case “Feed.”

      • Ask the case owner to contact the customer for additional details.

      • Let the customer know that an internal request has been submitted and they should be expecting a call back from the case owner during the next 24-48 hours

  • IF NOT:

 

4

  • Is the Job M3 Approved?

IF YES:

IF NOT:

  • Let the customer know that once their system is activated, they will start enjoying the benefits of solar. Also, it's important to consider seasonal changes, climate variations, and energy usage fluctuations throughout the year, as these factors will give a more accurate comparison based on a full year of data from the utility company. However, they may start seeing savings before that full year if the energy consumption is lower than what their system produces, if so; they should notice savings in the coming months 

 

5

IF YES:

IF NOT:

  • This may be the reason why the customer has a high utility bill

 

6

  • Does the customer have a battery?

IF YES:

IF NOT:

 

7

  • Is the customer in California?

IF YES:

  • Ask the Customer if they are on NEM 3.0?

    • (This information will be in their utility bill)

IF NOT:

Go to Step 8

 

8

  • Has it been a full year of them using solar power?

IF YES:

  • Explain to the customer that we will require some help to fully understand their situation. 

  • Request copies of utility bills for the entire year (or as many as are available) so we can perform a savings analysis. 

    • Email them to (Support@myeverbright.com). 

    • Let them know that we will give them a call back once we complete the analysis. 

  • Elevate to a Resolution Lead by following the “Escalation SOP

  • Stop

 

IF NOT:

  • Use the following talking points to guide the homeowner: 

 

  • Is the customer satisfied with the education and response?

 


How to Determine The system is working correctly and communicating production to us:

Step

Action

Step

Action

1

  • Is the Contract PPA or RIC?

IF RIC:

  • Go to the Contract and locate the “Estimated Year 1 Production” Value

image-20241108-151158.png

 

IF PPA:

  • Go to the “Guaranteed Output” Section in the contract

  • Grab the amount in column 3 (Ex: 15,183 kWh)

  • Divide by 24 (Months, 2 years) (Ex:15,183÷24=616.83kwh)

  • Save the Amount on your Screen (Ex: 616.83 kWh)

    • Save the Amount obtained on a separate sticky note so you dont lose the amount and can reference back easily

image-20241108-142031.png

 

2

 

 

 

 

 

  • Look up for the customer by typing the Homeowner’s Name in the Search Box

 

  • Click on “Impersonate

  • Click on “System

  • Once in there you will be able to visualize the Homeowner’s Production

  • Do the amount match the Estimates we notated?

IF YES or MORE:

  • It means the system is working as expected

    • If Homeowner still complaining about a high utility bill go to Step 6 in the Checklist Procedure

IF NOT or LESS:

  • It means the system may not be working as expected

    • Go to “IF NOT” section from the Step 5 in the Checklist Procedure

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