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The eligibility modal is a bell icon that can be found at the right side of every job. This modal provides various useful details on product eligibility, including:

  • The number of products a job is eligible for. In the example below, the job is eligible to quote 9 products.
  • A list of all financing products an organization has, as well as notes on whether the job is eligible or not to quote the specified product.
  • The reason/s on why a job is ineligible to quote a product, based on product rules. This includes specific details such as: the phase that needs modifications to be able to quote the job, as well as a list of eligible values to replace an illegible value with, if applicable.

>> The eligibility modal is automatically populated with eligible products as early as when an address is entered. This will then change and update depending on the project design once it's completed, on whether it would pass product rules or not.







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