Errors Refresher October

When there is no dealer in the area or a No-Go utility, we should

• Educate HO we do not have partners in the area.

• Use a different zip code and find one.

• Add manually the selection.

What are the steps to address shade concerns?

Select all that apply.

• Tell HO they are a perfect candidate. Just proceed to measure and ask all the questions.

• Let them know how this can affect the production of solar energy.

• Ask is they are willing to remove the trees.

• Advice to get a quote from removal trees services.

• Ask how old is the tree, as it is beautiful.

We need to make sure that Roof Space is 160 Sqft ( or 100sqft - 60Sqft), is this correct?

• Yes.

• No.

• Not necessarily, we can work around with a smaller space.

When Scheduling Appointment, we don't need to check the Availability Notes.

• True.

• False.

When booking an SPD Appointment, do we need to change the Lead Owner to EC from Appointlet?

• Yes, we need to change it with SPD every single time.

• We need to change it with every appointment not only SPD.

• No, we don't need to change it, EC will still see appointment.

To review the options that Dealer has updated we can search the Dealer Preferences (DP) on Schedule Preference Tab.

• True

• False

On Dealers Preference detail Tab, anything listed under Roof Material, Location, Financial Vehicle or Storage are:

• Exceptions that the dealer doesn't work with.

• Options that we update for Dealer.

• Information that Dealer will need.

On the Utility Preference Exclusions we can find the name of the Utility the Dealer doesn't work with?

• No, we will find the Utility we need to choose for the customer.

• Yes, We will find the Utility that Dealer doesn't work with.

• No, we don't need to search any type of Exclusion.

On the Utility Tab, If we access on Utility Preference Exclusions section, we can't find codes for each dealer that has listed the Utility as Utility Preference Exclusion.

• True

• False

If Homeowner calls insisting that saw advertisement for free solar panels and request to have SunPower for free we are allowed to book appointments for consultation, since at the end EC will give them details on pricing.

• True, EC will give them prices and options.

• False, we need to clarify that SunPower panels are not free before scheduling an appointment.