Site surveys can be scheduled by clicking "Installer Next Steps" on the agreement or by navigating directly to the calendar and scheduling an appointment with the appointment type listed as "Site Survey." Each installer may schedule their site surveys in different ways, some may schedule through Enerflo while others might use an external software. Always check with your installer for the correct process to follow. This article will walk through the steps to schedule a site survey directly in Enerflo.
Once the agreement has been signed, there will be a green "Installer Next Steps >>" button that shows on the top of the signed agreement. Clicking this button will direct to a page where a sales rep can schedule the site survey.
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Another alternative to scheduling a site survey is to go to the customer information page. Then scroll down to "Future Appointments" and click the blue "New" button.
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Schedule a site survey by going to "Appointment Type" and selecting "Site Survey" from the drop-down menu. Then fill out the required information.
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