EverBright Training
PPA & Lease
Free Team Trainings
Utility Bill Requirements
The date on the customer’s utility bill must be from within 2 months of contract signing
1 bill/month within the last 2 months (if the bill has annual monthly usage, we will now require using the annual usage data). Otherwise,
3 monthly bills within the last 3 months (if the bill does not have annual monthly usage, SR will use the last 3 months and enter accurate billing period dates).
For new homes that meet PPA requirement- including recent purchases, we will require at least 60 days of historical usage to accurately predict savings estimates.
EverBright will not accept utility bills that have a balance greater than $100.
Utility rates entered into the usage phase of design will be verified.
Training Resources
Step By Step Guide
Finance & Payment Options > Everbright > Everbright Portal - Step by Step Guide
Walkthrough Video Series
Create a Lead
Enter Usage
Roof Design
Quote & Proposal
Generate Contract
Generate Project in Lightspeed
Training Portal
Installer Knowledge Base
A simple way to basically search for anything you are looking for
Basics
Sandbox for testing
looks like the live site but is for testing and practicing. This site is reset every 24 hours.
Go through everbright flow engine.goeverbright.com
generate lead
quote
proposal
qualification
contracts signed
Then go to lightspeed portal.freedomforever.com at the very end and set up a project manually
Managing Projects
User settings
onboard.goeverbright.com/settings/user
go to this link and turn on notifications for what you want to be notified about. default is no notifications.