Ready for Install

A job will be marked Ready for Install once we have our City Permits, Utility Approvals and NTP from our Finance partners.

We will also do a quick overview of the project to ensure all of our paperwork and finance partners portals match our CRM.

The first payment for cash customers must also be received. As well as any roof work completed

The install date will get populated after the account is marked RFI. The account manager will get a task to call the HO's to see if that date works for them. Before the call is made, we need to look over the account/design to see if there is any equipment inside that will require the HO to be home during our install.

If it does, the we mark installation confirmed and change the project status to Install Scheduled.

If not, we remove the date and tag @Victor Hill and keep the project status as is.

When we are doing our update calls at the RFI stage and an install date has not been provided yet - We let our HO's know that we've begun to order materials for their project and we'll provide a date as soon as possible.

Often times, install is scheduled and confirmed with the homeowner a week or two prior to the install date.

Because of this, we want to be sure to provide a reminder of the install the day before it takes place to ensure the homeowner is fully aware, especially when they are required to be home!

At this time, we are able to answer any questions they may have regarding the install and quickly touch base.

After the install has been completed, we will reach out to the homeowner to ensure they are satisfied with their install, take any positive/negative feedback, and request a 5 star review!

If the customer provides any feedback regarding our install crew will be relayed back to the Install Manager!

On this call, we will also inform the homeowner of the following steps - Meter Set and PTO!