You can access EPC Settings by navigating to Your Roles > EPC > Settings.
Below is a brief overview of the settings available on this screen.
AGREEMENT
Agreement Review Emails
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This has a text box that a company admin can input a comma separated list of emails. These emails will get a notification any time a new agreement has been submitted through a survey and is ready to be reviewed.
Agreement Notifications
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This has a text box that a company admin can input a comma separated list of emails. These emails (typically company ops) will get a notification any time a new agreement has been approved through a survey and is ready to move forward to the next steps.
Sales Managers Review Agreements
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The rep's manager will be emailed when an agreement is ready to review.
Agreements: Create install records and send to customer
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This step determines how the approval process will occur. Whatever is selected is the trigger for creating an install record in EPC as well as pushing data to the CRM.
The install will be created, synced with the CRM and customer will receive a copy after this stage is met.
- When "Signed by Customer" is selected, the EPC record is created and all data will be pushed to the CRM
-When "Approved by Admin" is selected, it prevents anything from occurring until its been approved by an admin.
-When "Processed by Admin" is selected, it prevents anything from occurring until its been approved by an ops team member.
Agreements: Disable Sign-In Person for Agreements
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When enabled this will remove the sign in-person button from the signing packet
Agreements: Remove sign in person button for Change Orders
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When enabled this will remove the sign in-person button from Change Orders
CONTRACTS
Contracts: Hide Processed Button
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If selected, the "processed" button will be removed from the install contracts view.
Default - No
Contracts: Force customer data to match loan app
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Customer info on the agreement will auto-match to the approved loan app
Once a loan is approved, there will be no ability to go in and change a contract if this is on. This forces the docs to match the loan application exactly. This is used for customers who use lenders with very strict rules
Contracts: Add a notes box in the edit screen
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Allow reps to add notes to the agreement before sending to signature
This allows people to add notes right before contract signing rather than in the survey.
Contracts: Allow language switch
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Select yes if you have multiple contract versions by language
And...You can also edit the language preferences for customers by changing the language preferences where you edit lead details on the deal.
CHANGE ORDER
Change Order Requested Emails
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This has a text box that a company admin can input a comma separated list of emails. These emails (typically company ops) will get a notification any time a change order is requested.
Change Order Signed Notifications
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This has a text box that a company admin can input a comma separated list of emails. These emails (typically company ops) will get a notification any time a change order is signed by the homeowner.
INSTALLS
Installs: Allow Sales Reps and Sales Managers to create and send Change Orders
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This gives Sales Reps and Sales Managers access to change orders in the install tracker
Installs: Subtract Adder Prices on Change Orders when using the "Don't Charge Customers" checkbox
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This will change the PPW to reflect the cost of the project
Installs: Install Tracker Hide Notes Tab
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If no is selected, this will hide the notes tab on the install tracker.
Installs: Install Tracker Display Integration Maps
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This will display the installs integration maps and allow admin to create them on the install tracker
Auto-assign the Office Lead Project Manager to new Projects
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The person chosen from this list should appear on the EPC install tracker for all new installs in that specific office.