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BRIGHT OPS UPDATES
BRIGHT OPS UPDATES
Bright Ops Best Practices:
Clean Deal Submission: Without an initial kickback we typically reach funding approval in 2 days on average compared to 9+ days when a funding kickback is called out. Clean deal submission can shave off a full week, sometimes more in the overall install timeline! It's important to remember that it's the little delays that add up over time, delaying the project more and more.
Current top 3 Funding Kickbacks:
Survey Completed, No Agreement Signed - This can be the driver of longer, more complicated delays and is also costly for us all. Please ensure customers are signing agreements prior to scheduling site surveys to prevent any backlogs or delays with site survey turnaround times.
This can cause incorrect surveys to be done requiring the need for re-surveys as we do not have a signed deal to reference. i.e. - roof mounts being done instead of ground mounts, surveying the wrong structures, wrong houses, etc. as our only basis for confirming what needs to be surveyed, is the signed layout.
Missing Approved Utility Bill - A full, approved utility bill, dated within last 6 months. It is best to provide this at time of lead submission and if that is not possible, do so before leaving the customer's home or when signing agreement.
Verification Call Needed - Please complete this the same day, right after the customer signs agreement and the sales rep countersigns.
Duplicate Projects:
Duplicate projects will likely drive Funding Kickbacks and other issues that will stop a project from progressing. This can cause survey issues along with displaced data and information causing the wrong project to progress.
i.e. - A survey may get scheduled for one project but if a signed contract is attached to the duplicate, there is a lot of clean up that is needed to move the project forward. Even though it is signed, we then have to transfer all the data to the correct project which can add delays, require re-surveys and more.
The best way to prevent duplicates is to only submit one lead per project to Bright Ops. For any proposal redesigns or needed changes, email our proposal team directly after receiving the initial proposal design. Please refer to our Bright Ops Sales Support and Quick Guide located HERE for information on what certain teams can help with. By going to the right team, we can assist faster.
For more best practice information, please refer to our "Project Progression Best Practices" page located HERE on our Partner Site.
Modules to Propose:
CA - Longi 360
Northeast and IL - Qcell 400
Puerto Rico - Qcell 405
All modules are Black on Black
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