Course Descriptions & Booking Instructions

Internal EverBright Technology Training (Group Courses)

Internal EverBright Technology Training is designed to help new employees become familiarized with the EverBright Technology. There are currently three courses offered, a 2-day course on job creation that is designed for folks that want to know about the EverBright Technology, but likely won’t be using it on a day-to-day basis. A 2-day course for folks that will make use of previously created jobs that are in the funding milestones process. Also, a 5-day course on job creation that provides a bit more depth with the addition of a hands-on experience nearly every day. The 5-day course is designed for folks who will be using the EverBright Technology themselves, or helping others to use the EverBright Technology. All courses are introductory only (EverBright Technology mastery takes months), and only one of the three courses is needed for onboarding.

Please Note: On the Booking page/link, you must change the calendar to the month when the class starts.

To book any/all internal courses, please use this link.

2-Day Existing Job Use Course Syllabus

Instructor - Rick Dubbs richard.dubbs@goeverbright.com

For roles that want to be familiar with Engine in order to check that existing jobs are optimum and mistake-free.. This course emphasizes information related to Everbright’s focus on and smooth operations and satisfied homeowners. Currently offered every-other week.

• Day 1

  •  Welcome

  • Different Environments

  • Logging in (EverBright, LLC vs. originating Org)

  • Address Phase

  • Contact Phase

  • Usage phase: Key to accurate calculations for HO savings.

    •  Underwriting Requirements: M1 U-Bill

    • What is Genability

    • Correct utility and rate selected

    • How reps can edit usage and the algorithm adjusts – how to tell what data has been edited (blue)

    • Projected usage changes

    • Daily usage profiles

    • Side bar info to see rate entered.

  • Project phase: offset, production, shade reports, how to find live project

  • Dropdown Caret: How to find Training Hub

• Day 2

  • Quote Phase:

    • Live quote, symbols for expired quotes

    • Rate/escalator selected, compare to utility rate to ensure savings.

    • What different metrics in quote phase represent.

    • Note that quote creation triggers title qualification.

  • Proposal Phase: Info for homeowner, how to generate

  • Qualification Phase: Date begins job timeline, view title to ensure correct persons on it. Title qual at quote creation, credit qual sent to HO

  • Contract Phase: How to view contract, names auto populated from title.

  • Operations:  

    • Funding Milestones: Tasks for each milestone, how to view comments/history.

    • How to select the live project

    • How to switch from sub-tasks to History: DP comments on tasks

    • M1: what tasks are required here. What is the timeline, when it auto-cancels.

    • View Utility bills here, contract details, why would there be a change order, what is welcome checklist.

    • Installer Payments- basic payment terms

    • M2: what tasks are required here. What is the timeline, when it auto-cancels.

    • M3 similar overview.

    • What a canceled job looks like.

2-Day Job Creation Course Syllabus

Instructor - Rick Dubbs richard.dubbs@goeverbright.com

For roles that want familiarity with the EverBright job creation process, but will not likely help anyone else with creating jobs. Currently offered every-other month.

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Address Phase

  • Contact Phase

  • Usage Phase

  • Project Phase

  • EverBright Financial Products

• Day 2

  • Quote Phase

  • Proposal Phase

  • Qualification Phase

  • Contract Phase

  • Funding Milestones

5-Day Course Syllabus

Instructor - Rick Dubbs richard.dubbs@goeverbright.com

For roles that need familiarity with the EverBright job creation process, because they will likely help others with creating jobs, or they will help with the design/implementation of the systems that will permit others to create jobs. Currently offered every-other month.

• Day 1

  • Welcome

  • Legacy Customer Types

  • Different Environments

  • Logging in

  • Dropdown Caret

  • Organization Settings

  • Address Phase

  • Contact Phase

  • Hands-on Lab

• Day 2

  • Pipeline

  • Right-Hand Tabs

  • Usage Phase Settings

  • Genability

  • Usage Phase

  • Project Phase Settings

  • Project Phase

  • Hands-on Lab

• Day 3

  • EverBright Financing Products

  • Quote Phase Settings

  • Quote Phase

  • Proposal Phase

  • Hands-on Lab

• Day 4

  • Qualification Phase

  • Contract Phase

  • Hands-on Lab

• Day 5

  • Operations Phase

  • Feature Settings

  • Configuration Settings

  • Reporting

How to Book Courses

All courses are booked by first selecting a date (if more than one is available), and then a time (even if only one is available), then completing the Name & Email blanks. Please remember that while using your EverBright email address is always acceptable, never use a Gmail address (as you will never receive a meeting invite).

For multi-day courses, The Bookings service will send you the 1st day’s meeting invite immediately. The invite for the rest of the meeting days will follow when sent by the instructor.

Please Note: You must change the calendar to the month when the class starts.

To book any/all internal courses, please use this link.