Freedom Sales Concierge
A Chat Service in Freedom Lightspeed Portal 💬
For urgent & immediate project inquiries such as in-home requests, issues submitting a project, assistance progressing the project, and clarification on a ticket.
Use sales concierge as your first place to go for urgent support.
Freedom Assist
The Freedom Assist team helps you monitor projects for issues that are stopping a project moving forward. They also help assists reps with questions and issues on sold and submitted projects.
Freedom Assist:
CALL / TEXT: Ricky Carns: 702-622-8354
EMAIL: ricky.energyadvisor@gmail.com
End Of Sale Process
At the end of the sale you send a text to a Freedom Assist team member
Example initial group text message from the sales rep:
[Customer name] meet [assist rep name]. Both [assist rep name] and I will be working with you on this project. If you have any questions, please message us both on this group text. [Assist rep name] is part of the assist team that helps with communication and helps identify any issues that may come up.
End Of Sale Process
The response from Freedom Assist will look something like the following
Example group text message from the Freedom Assist team member
Hello! I’m Ricky with Freedom Assist and I’ll be giving you updates during your solar project. I try to send out updates weekly, even if there’s no new news, just so you know that your project is progressing.
Once your Site Survey is done, they will submit the information to our expert design team so we can work together to design your new solar system. Then it’s on to the design phase of the project.
If you haven’t yet sent us a full copy of your utility bill, please send it to me as quickly as possible by text or email. It needs to include your name, address, and utility account number.
If you live in an HOA, please send your HOA name and contact information.
Lastly, don’t hesitate to ask any questions that come up down the road HERE in this group chat so everyone can have insight into your progress as well.
Talk to you soon!
ricky.energyadvisor@gmail.com
Office Hours: 9:00am - 5:30pm MST, Monday - Friday
Freedom Sales Tickets
Non urgent project updates, changes to SOW after Plans, document request, report customer concerns, revision requests, timelines, and change order requests.
Submit a ticket on the Freedom Lightspeed Portal on the Tickets Tab
Project Review Support
The Scope of Work Team is here to help right away if you have problems with your projects. They want to give you information quickly so you can make changes to your project, solve issues, or reject parts of the work. This helps things get done faster.
Remember, they're here to help collect information for the changes you want in your work scope. But the actual changes will be handled by the Account Management Team through a ticket to solve the issues.
Only use on projects that have reached at least the SOW Confirm stage.
Pricing Reviews
*Net PPW analysis
*Dispute/Verify adders
*Removing, or correcting adders
*Low PPW issues
Layout Audits
*Shading analysis
*Confirm measurements
*Confirm AHJ database for inaccuracies
*Review setback rules
*Roof obstructions
Layout Changes / Redesigns
*Layout changes that require verification on fit or other install factors (i.e. checking viability of roofing planes, pushing setbacks, or going against SOP)
Utility Audits
*Confirm maximum offset restrictions
*Confirm potential trenching information
Electrical Audits
*Confirm assessment of main electrical panel
*Confirm point of interconnection
*Possible changes to point of interconnection
*Load restrictions
Roofing Audits
*Decking analysis
*Rafter size and direction analysis
*Roof layers
*Roof type and conditionsee roofing evaluation
*Add roof waiver info
HOA Audit
*HOA holds
*HOA adjustments
*Research other homes in neighborhood to resolve holds on panel direction
Sunrun
*Proposal modifications
*New Sunrun Tru-Up is needed to make changes to layout or pricing
Request "Live Scope of Work Call" in chat on bottom left corner in the Freedom Lightspeed Portal and describe the specific issue on one project that you are having.
ONLY REFERENCE ONE PROJECT AT A TIME PER CALL
THE PROJECT MUST BE AT LEAST AT THE STAGE - SOW CONFIRM
