Proposal Review Guide

Proposal Review Support Guide

Communication:

• • Phone

    • • Request to send Change Orders already approved through email

  • Email 

    • • Design changes

      • Pricing changes

      • Account info / status (or you can use Dashboard if you want your data instantly, your sales leadership can provide this)

      • Adder approval

      • Re-roof approval / changes

Change Orders:

• Please email your request clearly and specifically.  Here are two examples of how to structure your request: 

  • • “Can I see a proposal for an EverOwn 25 year 3.99% with a monthly of $125 on the same design?”

    • “Can I see a proposal with all of the panels on the East roof plane moved to the North?”

• Once you get a proposal back, you will need to email us with:

  • • Approval to proceed / send change order

    • Request for a different proposal

    • Request to move forward without the change

• ALL agreements and change orders need to be sent by Proposal Review after initial funding approval.

• ALL agreements must be reviewed by the rep before proceeding forward.  If there was an accidental error during any iteration, it is ultimately the reps responsibility to catch this.

Changes Before Install:

• Three business days before install is the minimum time you will be able to request changes to the project.

Changes After Install:

• Case by case approval.

Re-Roof Pricing / Management:

• Bright Ops managed

  • • Cost will come out of your commission. Let Proposal Review know by email if you need a change order. 

    • You will not have to do anything after approval.

• Rep / Customer managed

  • • You will be responsible to pay the roofer directly. Let Proposal Review know by email if you need a change order. 

    • Please ensure the re-roof is scheduled and completed, and then send us photos of the finished roof so we can proceed with the account.

Re-Roof Process:

• Required Re-Roofs:

  • Once you receive an email with the quotes, respond with:

    • • • • • Who will be managing the re-roof

              • • If Bright Ops: which roof quote you would like

                • If you / customer: an ETA on when that will be completed

            • If you need a change order or not

• Requested Re-Roofs:

  • Email in asking for re-roof quotes.

  • Once you receive an email with the quotes, respond with:

    • • • • • Who will be managing the re-roof.

              • • If Bright Ops: which roof quote you would like

                • If you / customer: an ETA on when that will be completed

            • If you need a change order or not.