Site Audit - Training Module
Katherine Ortiz
Created on September 10, 2024
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Transcript
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
Here you can include arelevant data to highlight
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
Here you can include arelevant data to highlight
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!
'Your content is liked, but it engages much more when it is interactive'-Genially