partner guidebook · contract, system design and savings proposal. c. what you will need in order...

P A R T N E R G U I D E B O O K

Suncrest Solar ProAllianceINTRODUCTION

Welcome to the Suncrest Solar ProAlliance Partner Program!

We are excited to have you as a new member of our elite group of solar professionals. Our

program is about creating long term partnerships with companies like yours to provide a best in

class experience for residential solar energy customers. We strive to ensure that each customer

receives consistent and professional service from each of our partners as well as our corporate

staff. As a ProAlliance partner, we are completely dedicated to the success of your company and

providing an intuitive, consistent and transparent environment in which to operate your business.

The purpose of this document is to outline our roles, responsibilities, policies and procedures so

we can kick off our partnership with the best chance of success.

The primary focus of this document is on processes as they relate to your role in originating new

solar customers. This manual is intended to be used on an ongoing basis as a reference guide, as

well as in the training of new hires.

About Suncrest Solar

Our mission is simple – save our customers money on their energy bills by using green energy

to conserve our planet’s natural resources. We do this through quality service, a compelling

product, and the relentless pursuit of excellence. This preserves our neighborhoods and our

planet for future generations. We’re driven by the fact that we can support a better environment

while saving homeowners money.

Based in Salt Lake City, UT., the company is considered one of the fasted growing distributed

solar power companies in the United States. With the support of our financial partners Sorenson

Capital and Tenaska, Inc., Suncrest is positioned to maintain rapid growth while continuing to

provide best in class service to our customers and partners.

P A R T N E R G U I D E B O O K | 1

Suncrest Solar ProAlliancePROALLIANCE PROCESS OVERVIEW

The ProAlliance process overview section will cover all steps of the process from meeting a

potential customer to installing and interconnecting the system and fully funding the account.

Our goal is to make this process as smooth and efficient as possible in order to offer the best

experience to all of our partners and their customers.

Customer Onboarding1. Request an ASAP from Suncrest Solar.

2. Suncrest creates an ASAP and sends it to you.

3. Customer signs the contract and completes the welcome call.

4. Suncrest reviews and approves the signed documents.

5. First Payment, 30% of the total invoice, is scheduled.

Survey & Design1. Suncrest completes a site survey of the customer’s home.

2. The Suncrest Array Design team completes a solar array design.

3. Suncrest submits the design to the building department for review.

4. Suncrest pulls an approved building permit.

Installation1. Suncrest completes the solar array installation.

2. Suncrest schedules the final inspection by the building department.

3. Suncrest ensures approval of the final inspection.

4. Second Payment, 70% of the total invoice, is scheduled.

Project Completion1. Suncrest submits the required documents for PTO.

2. PTO is issued by the utility company.

3. Suncrest ensures the system is turned on and operational.

4. Project reaches final completion.


Suncrest Solar ProAllianceCUSTOMER ONBOARDING PROCESS

The customer onboarding section will cover all steps related to creating a new customer from

generating proposals (ASAPs) to closing the customer contract. Our goal is to quickly approve,

install and fund all eligible accounts. Please pay close attention to the content of this section, as

it is crucial to understand it thoroughly in order to provide a positive customer experience and to

make the onboarding, installation and funding process flow smoothly.

1. Request an ASAP

Use our Instant ASAP tool in the Partner Portal to instantly determine solar eligibility and request

an ASAP from the Suncrest Solar Hub.

2. An ASAP is Created for YouSuncrest Solar will generate a contract, system design and savings proposal.

3. Complete the Customer OnboardingComplete the final steps to achieve a successful customer onboarding.


Suncrest Solar ProAllianceCUSTOMER ONBOARDING PROCESS

1. Request an ASAP

A. Use our Instant ASAP tool in the Partner Portal to instantly determine solar eligibility and

request an ASAP from the Suncrest Solar Hub.

B. What is an ASAP?

I. An ASAP is a proposal package to present to your customer which includes a

contract, system design and savings proposal.

C. What you will need in order to request an ASAP:

I. The customer’s first and last name

II. The customer’s address, city, state and zip code

III. The customer’s utility provider

IV. The customer’s utility rate plan

V. The customer’s meter value

VI. The customer’s meter date

VII. A picture or digital copy of the customer’s power bill

D. What determines solar eligibility?

I. Suncrest must be able to generate savings for the customer based on their electrical

usage.

II. Customer must pass a soft credit check

E. ASAPs are typically completed and back to you within 2 hours but can be completed in

under 45 minutes if requested.

**PLEASE REFER TO THE INSTANT ASAP TRAINING GUIDE FOR MORE DETAILS**


2) An ASAP is Created for You

A. What’s Included:

I. Savings Proposal

II. Contract Documents

III. System Design

IV. Utility Interconnection Documents

B. Receipt of Documents

I. Docusign: The completed ASAP will be sent to you via Docusign

• You can open the presentation packet from your Docusign iPad app.

• For more information about using Docusign, please refer to the DOCUSIGN

TRAINING GUIDE.

3) Complete the Customer Onboarding

A. Signed Documents

I. Documents are signed using the Docusign iPad app.

II. Docusign: Signed documents will be returned to the Suncrest Solar Hub

automatically upon completion.

III. For more information about using Docusign, please refer to the Docusign Training

Guide.

B. Qualified Signers

I. The customer who qualifies for credit must sign the contract.

II. A property owner listed on the title of the home must sign the contract.

III. The person to which the utility account is issued must sign the interconnection

applications.


C. Customer Welcome Call

I. Call Suncrest Solar Customer Service at 866-238-0101 to complete the welcome call.

II. Required to complete the Customer Welcome Call:

• Hard credit check must be performed and approved (done instantly over the

phone).

• ACH payment information must be obtained.

» Bank routing number and account number must be provided.

• The customer’s title is pulled and it is verified that one of the signers is listed on

the title as a property owner.

III. Welcome Call Hours:

• Monday–Friday: 6:00am – 9:00pm PST

• Saturday: 6:00am – 5:00pm PST

**For a customer onboarding to be considered complete, all of the requirements in step 3 must

be completed in full.

SUNCREST SOLAR CUSTOMER SERVICE

Phone Number: 866-238-0101

Hours of Operation: Monday – Saturday: 8:00am – 9:00pm PST


Suncrest Solar ProAllianceCUSTOMER ELIGIBILITY

1. Credit Score Requirements

a. Above 650

2. Customer Savings Requirement

a. Suncrest Solar must be able to generate savings for the customer within the first

year of the contract based on the customer’s electrical usage.

3. Location Requirements

a. The customer’s address must be within your ProAlliance approved territory (see New

Territory Request Process).

4. Roof-mounted PV only

5. Roof Quality

a. The customer’s roof must be determined as safe to install on by our site survey team.

6. Property Requirements

a. All structures on the proposed property must be fully compliant with the local

Building and Safety Department.


Suncrest Solar ProAllianceUSING THE INSTANT ASAP TOOL

Step 1:After you have logged into the ProAlliance Partner Portal, click on the Instant ASAP tab to launch

the Instant ASAP Tool.

Step 2:Enter the customer’s first and last name, county, utility provider, rate plan, medical baseline, me-

ter date and meter value, then click “Calculate Savings” to generate a proposal.


Step 3:Review the proposal with the customer and then click “Does My Home Qualify” to proceed to the

credit eligibility section.

Note: A full proposal is attached at the end of this document to review as an example

Step 4:Enter the customer’s street address, city, state, and zip code, then click “Check my Home” to run

a soft credit check.


If the customer is approved, click “Design my System” to request an ASAP from the Suncrest

Solar Design Team.

If the customer is denied, you will see the message below. You can enter the information of

someone else living in the home to check eligibility under their name

P A R T N E R G U I D E B O O K | 1 0

Step 5:Upload a picture of the customer’s utility bill so that Suncrest Solar can appropriately size the so-

lar array. Click “Choose File” and select the file you wish to upload. Click “Done” when complete.

This is the final step to request an ASAP. Once this is complete Suncrest Solar will complete an

ASAP and send it to you.


Suncrest Solar ProAllianceDOCUSIGN GUIDE

Receiving Documents• ASAPs will be sent to you from the array design team via Docusign.

• You will receive an e-mail notification that the document is available.

• The documents will be available in the Docusign iPad/tablet app.

• You will also receive PDF copies in a separate e-mail.

The Signing Process• Selecting Documents

» Log-in to the Docusign App

» Select the documents tab

» Use the drop down at the top to filter by “Hosted Signing” to show pending documents

» Select the desired document


• Begin Signing

» After selecting the document, a preview of the document will be displayed.

» To begin the signing process, select “Host Signing” in the upper right corner.

• Customer Verification

» You will be prompted to enter the customer’s e-mail address.

» Make sure to enter an active e-mail address, this is where the customer will receive a

signed copy of the document.

» Enter the customer’s e-mail address and select “Begin Signing”.


• Host Signing

» You can now scroll through the document and review it with the customer.

» Clicking “Next” in the upper right hand corner will auto-skip to the next signing location.

» Tap on the orange tag, Select “Draw Your Initials” OR “Draw Your Signature


» Pass the iPad or computer to the customer and have them draw their signature.

» When they are done, select “Adopt”.

• After selecting “Adopt”, you will be automatically taken to the next signature tag.

• From here on out, the customer will simply need to tap the orange tag to populate their

signature.


Radio Buttons• When making selections with radio buttons, simply tap the box that you want to select.

• You can select one and only one option, both boxes cannot be checked at once.

• When the customer has signed all sections, select “Finish” and “Confirm Signing”.

***After confirming signature, you may be required to enter your Docusign password to complete

the signing.

ADDITIONAL INFORMATION

Multiple Signers• If multiple signers are required, you will receive separate copies of the document for each

signer.

• You will need to complete the signing process for each customer separately, then the signing

will be considered complete.

Document Delivery• Upon completion of the signing, all of the documents will be sent in to Suncrest Solar

automatically through Docusign.


Suncrest Solar ProAllianceUSING THE ENERGY MATRIX

The Energy Matrix is the CRM (customer relationship management) software, powered by

Salesforce that is used to manage all customers. Project dates, details, important information,

contacts, notes and status are all documented here. You will have access to the ProAlliance

Partner Portal where you can log in and request ASAPs for new customers, check the status of

existing customers and communicate to the Suncrest Solar team about your project.

The Feed:This is where you can view and leave comments that are related to your project. It is located at

the very top of the project page.

Progress Bar:Track your customers through the easy to use progress bar that updates automatically as your

customer moves through the process. Your customer has access to this as well.


Project Details:See all basic project information and customer contact information

Power Bill/Utility Call & Pre-Requirements:This section tracks the information we have received from the customer’s power bill and docu-

ments soft credit results.

Array Design, Suncrest Standard and Go Green:Here you can find your customer’s system array size in both the Suncrest Standard and Go Green

options.


Verification & Welcome Call – Contract Stage:Once you have completed the Welcome Call, here you can see all of the contract details like PPA

rate, contract number, contract length and escalator percentage.

Site Survey:This area tells you when your customer’s site survey will take place. This is typically the day after

the Welcome Call.

HOA:If the customer lives in a neighborhood with a home owners association, all of the information

regarding the HOA is displayed in this section. Suncrest Solar will take care of all HOA require-

ments but may reach out for assistance at times when necessary.


Permit Preparation & Permitting:You can track the status of the building permit and estimated pick up times here

Install:Array install, electrical install and service panel upgrade dates and details are tracked here.

Inspection:All inspection dates and details are displayed here. All cities require final inspections before

projects are considered complete.

Final & PTO:When customer reaches PTO Issued, they are allowed to turn on their system. This is received

from their utility company and is issued an average of 21 days after final inspection is approved.