🧩Contract Stage
Contract Stage - activities
🔆What does the OP Team check?
After the sales representative submits and completes the sales documents, the project moves to our Operations Team for review. During this stage, our team assesses the following:
- Sales input: Ensuring the Proposal, Contract, and Finance Agreement are properly signed.
- Document uploads: Confirming that the ID and bill are uploaded in Enerflo.
- Home insurance: Uploading the declaration page (required for Tier 2 projects).
- HOA requirements: Verifying complete HOA information if the home is part of an HOA.
- Lot Survey: Ensuring it is uploaded if the project is within an HOA.
- NTP and Payment Method: Confirming the selected payment method—Finance (lease or loan), Cash, or PACE.
- Adders identification: Reviewing any additional project requirements.
- Site Survey: Ensuring it is scheduled.
🔆What is Enerflo?
- Enerflo is the software solution we use for Project Management and Sales Automation. Within Enerflo, you can track the progress of your project at every stage. In the Enerflo Project Card, you'll find detailed information and documents associated with each step, including: Ready for Submission (Contract Stage), Site Survey, Roof Installation, Design, Permitting, Installation, Inspection, PTO & Monitoring, and Completed..
- After closing a sale, it’s essential to ensure that your project has an Enerflo Project Card created with all the necessary information. This step is required by the operations team to initiate project management effectively and ensure a smooth workflow across all departments.
🔆How to create an Enerflo Lead?
- Go to the Onboarding section
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