Additional Information

Once a customer's Site Survey and Final Design has been completed, It will take 48Hours for the Design Team & SOW to send an email to the sales representative with the Scope of Work for each project.

• Layout Changes:
  If a layout change is determined to be needed the sales representative will need to confirm with the customer that the layout change is approved.

Layout changes can be required due to fire setbacks, obstructions, structural integrity, lender disqualifications, etc.

• Additional Adders:
  The sales representative will need to confirm with their Project Manager if the adder(s) are approved to come from commissions or if they will be submitting a change order to the account for the additional cost. It is the responsibility of the rep to sell the job above the Red Line in order for the adders to come from commission. 

• Missing Documents:

If any documents are incomplete or haven't been provided, this will be included in the SOW that is sent.

• Roof Quote: 

If you are requesting a Roof Quote prior to selling the deal, please reach out to salessupport@actionsolar.com with Subject : "Roof Quote (Customer Name & Address) "
Also adding on the Body of the Email: Current Roof Type (Flat, Pitch, etc.) & Roofing Material(Comp Shingle, Clay Tile, etc.) and Weather is a Full or partial Roof.
If a roof is called out, Post Site survey, The Project Manager will pull a wuote for you and send it to you in the SOW email 

Once the Final Design has been completed and the Scope of Work has been emailed, we kindly ask that anything still needed be resolved within 5 business days. If anything is incomplete after 10 Business days have passed, the project will be put On Hold until we can move with NEM & Permit Submissions.

Unresolved Stipulations or Missing Documents
- Lender Stipulations or Requirements:
Proof of Ownership/Title Verification,  Income Verification, Identity Verification, ACH Set Up,  Account Set Up for Lender Portal, Welcome Checklist, Welcome/Confirmation Calls, Utility Bill Validation, etc.
NTP(Notice to Proceed) cannot be granted until any and all lender requirements or stipulations have been resolved.
- Incomplete or missing documents:
Photo ID, Utility Bill, Supporting Documents for ownership verification, etc.
- Required Change Orders due to changes with production and system size due to layout adjustments, pricing changes and corrections, etc.

We appreciate your understanding and cooperation in helping us maintain smooth and effective operations and ensuring a streamlined process for quick turnaround times.

• Customer-Initiated Cancellations: In instances where a customer directly contacts the sales representative expressing a desire to cancel their solar project, and you find yourself unable to reverse their decision, it is imperative that you immediately inform us of this development, including the customer's stated reason for cancellation. This enables us to process the cancellation efficiently and to maintain accurate records.

• Action Solar-Initiated Communication: Should a customer reach out to Action Solar with a request to cancel their solar project, the Sales Support team will promptly Proceed with the request. To proceed, Sales Support requires confirmation from the Sales Representative on whether the cancellation should be processed or if the sale has been successfully retained.

• Special Consideration for Customers Over 75:  In the course of the Welcome Call, should Sales Support identify any issues or concerns, a decision may be made to immediately cancel the account to best protect the interests of the customer. The Sales Representative will be informed of this decision without delay.

• Cancellation Fees for Customers whose right of rescission window has passed on Cash Deal:

Site Survey Completed: $450

Design Completed: $950

NEM/Permits Submitted/Approved: $1,900

Cancellation to Sign with Another Company (Permits, NEM Approved/Submitted & Ready to Schedule or Scheduled): $3,500

Our cancellation policy is designed to ensure that all parties are promptly informed and that decisions are made in the best interest of both the customer and Action Solar. Your cooperation and attention to these procedures are greatly appreciated.