Complete packet rework

By May 9th → system in place to allow us at 90% complete packet

1. Prevent conversion without complete packet
2. Create system to get

Draft flow

1. rep creates lead
2. new proposal
3. aretmis - jobflo - sunrun
4. Sign docs
5. Jobflo form for rep (one way to submit a deal)
   1. Utility bill upload forced
   2. Docs (conditional)
   3. ACH (conditional)
6. Call pilot available
7. complete callpilot and upload
8. call site survey
9. NTP reviews
10. NTP approves/rejects
11. Approval sends text to rep
12. Rejection sends text to rep

Process flow (Zant’s other idea)

1. Site surveyors collect the bill
   1. $200 adder. If we collect the UB ($200 adder)

Every Complete Packet Must Have:

• Double Check Usage (proposal must match the actual usage)
• Ensure savings requirements are met with Financier
• Customer Logged into Financier Site (for PPAs/Leases)
• Payment Processing Setup (ACH)
• Financier Welcome Call Complete (Sunrun, Goodleap)
• Customer Account Created in Jobflo
• Required Documentation Uploaded to Jobflo (title docs, ID docs, trust docs, when applicable)
• Recent Utility Bill Uploaded to Jobflo (all pages, no more than three months old)
• Site Survey Scheduled
• Call Pilot Checklist Call (Required Installer Call)