Project Stages
Find the latest document in Lightspeed Sales Resource center in a folder called "LIGHTSPEED Portal Help Guides" in a document called "Freedom Stages"
SOW Confirm is a stage of the installation process during which Freedom Forever presents a buildable installation plan to the Sales Representative for review and approval.
SOW Confirm Auto Approval: Means that a project’s SOW is automatically approved without being presented to the sales representative for confirmation. SOWs will be auto-approved unless there are:
Changes in net PPW greater than $.20/W between SOW version
(the SOW initially created post-sale by Freedom’s team) and version
(the SOW created by Freedom’s team after Project Review)
Significant module changes
SOW contingencies, including change orders, or
Other potential scenarios where the system being presented for confirmation has changed materially vs what was sold.
Your Responsibilities during SOW Confirm: During SOW Confirm, the Sales Representative is expected to reach out to the homeowner to confirm the design, equipment, and other prep work such as roof work that is to be completed. Sales Representatives are expected to approve or deny the SOW within 24 hours of it being presented.
If no action is taken by the Sales Representative within 24 hours of the SOW being presented, the project will be moved forward to the Plans stage