Site Audit - Training Module

Let's start to learn how to schedule a site audit!

Start

Site Audit

Traning module

Site audits cannot be scheduled until the Oppty stage reaches 4. Agreement Signed. We cannot schedule site audits for Affiliate sales reps.

Up Next we will go through the steps in how to schedule a site audit/survery

Background

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A site audit, or site survey, gathers essential details about the home's roof, electrical system, and other factors to assess its readiness for solar installation. Only sales or SSD can schedule these appointments; customer care cannot. An automated email is sent to the customer whenever a survey appointment is scheduled and/or canceled.

Next

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Step 1

Step 2

Step 3

Once a date and time has been selected your page will look like this:

Congrats

You are now an expert at scheduling site audits!

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