Ext. 130 |firstname.lastname@example.org
Welcome calls+ Site Survey Schedule+ Confirm tech assign for SS+ Call HO to schedule all Site Survey not already confirmed+Create SS site capture+ Confirm SS completed+ Reschedule SS+ Call Customer to advise expected time for permitting+ Call HO plans have delays or issues do revision or corrections.
Ext. 103 | email@example.com
Collect POA/NOC/Permit app+ Notarized received docs+ Advised HO about needing Tier 2 insurance+ Assist with getting Umbrella quote+ Paying umbrella quotes+ Send and gather waivers+ Process lean release request+ Coordinate with Online notary clients need to be contacted.
Ext. 106 | firstname.lastname@example.org
Call HO to explain how to sign or grant Windmar access for IC+ Explain expected PTO time based on utility+ Complete in-Service call+ Email HO link for access to monitoring app + Manage inbound emails from utilities+ Submit PTO to finance companies+ create ticket for tech to turn on systems+ create ticket for system with issues once PTO.
Ext. 135 |email@example.com
Confirm FDA+ Get with engineering if HO does not approve original FDA + Gather HOA info+ Gather plat Survey and send to engineering to inlay FDA+ Submit, follow up and complete HOA approval+ Confirm HOA provided Salesperson via Windmar contract +Ordering the promo items +Calling HO to confirm NOC and POA left at home and requesting they sign and send back+ Filling out utility apps for KUA, Teco and other non-portal utilities+ gathering and filling out HOA Arc forms+ Assist with any date entry documentation.
Ext. 128 |firstname.lastname@example.org
Direct Supervisor to PR and Colombia Support team+ Will cover CC task when out on vacation. Assist with training of CC team
Ext. 117 | email@example.com
Update Site Survey calendar+ Confirm tech assign for SS+ Create SS site capture+ Schedule all installs with HO+ If confirmed makeupdates in Zoho+ Coordinate with install manager if install needs reschedule+ Update installcalendar+ create install site capture+ crate Enphase account for install+ Call to gather installation experience+ Mark install complete
Follow up with client coordinatorsfor NOC/POA, Final design and project is on track+ Confirm Site visits are scheduled+ Assist SP getting reroof quoting+ Follow up on reroof status+ Assist sales Rep with any doubts of the process.
Ext. 147 | firstname.lastname@example.org
Gather from sales rep all documents required to clear NTP+ Work Won report+ Verify finance webpage to gather new deals+ Create Catalyst credentials+ Mark when trainee reach 3 sales
Ext. 306 | email@example.com
Sales coordinator for deal reamending from sales partners+ Be the person of contact for the English in house team+ Call English candidates to schedule for the Solar Acadamy
Ext. 109 | firstname.lastname@example.org
Train and assist in-house sales coordinators+ Complete change orders based on shade report+ Follow up with accounting about change orders requested via email@example.com + Gather all docs for roof CP+ follow up on shade waiver+ Assist sales rep in all escalated deals.
Ext. 100 |firstname.lastname@example.org.
Schedule MSP+ schedule any other tech visit requested to her with HO.
Ext. 151 | email@example.com
Service Scheduler+ Assign tech to service tickets+ schedule visits with HO+ create route for techs+ Set correction appointments with tech and HO+ Call HO to troubleshoot systems
Ext. 113 | firstname.lastname@example.org
Take over all escalation calls+ answer legal letters+ Train all CSR rep+ Oversees customer service department. Assist with BBB and Google reviews resolution.
Ext. 144 | email@example.com
Answer and assist all incoming calls. Provide update on project status to HO+ Resolve Tier 1 customer service issues.
Ext. 138 | firstname.lastname@example.org
Fill out and submit all interconnection applications+ Make sure all required doc by Utility company collected (Umbrella, UB, Plan, Passed inspection)+Create service ticket for pictures needed+ Crete ticket for correction requested by utility + Follow up application status with utility+ Manage inbound emails from utilities+ Submit PTO to finance companies+ create utility account with their requirements+ direct contact for any utility QA.
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