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Communication

Departments and their touchpoints

StepDepartment
Creates proposals and uploads to Base Proposals
Completes intro call and sends post intro call email Support
Completes site survey Site Surveyors
Creates the final designs, redesigns, & regens and notifies the customer if their home is disqualified Design
Sets up a time for the technician to obtain customer's signature on their permits Permitting
Orders materials from suppliers and has them shipped Supply Chain
Schedules installation Installation Scheduling
Calls the customer and AHJ to schedule the inspection Inspections
Calls Sunrun and Solenrgi customers to schedule the installation and inspection Partners
Notifies the customer for the Interconnection Agreement signature or HOI Utilities
Calls the customer to schedule work orders Field Service
Reaches out to any customer who cancels prior to installation Retentions
Created by: courtneyjhaynie
Popular Business sets

 

 



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