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ON BOARDING QUESTIONNAIRE
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Company Name:
Name:
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Phone:
Filters
Minimum Electrical Bill $:
Electric companies you do not work with :
Roof Types Excluded :
What Programs do you offer? :
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Both Finance and Lease
Do you offer PACE Financing?
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Minimum Household income requirements $:
Do you allow for ground mounts
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No
If so, What are the requirements
Do you have Spanish Speaking Reps:
(allow for Spanish speaking customers?)
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No
Do you offer Commercial Solar :
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If so, What are the requirements:
Any additional filters you require not listed:
Schedule Range
When would you like the appointments scheduled for?
(Please enter day range, and hours)
Do you take same day appointments
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Yes
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If so, how many hours notice do you need?
Geographic Areas - Coverage Area - States
List all the counties in your coverage area - Not zip codes