Overview
Installer accounts may be placed on hold as part of our standard onboarding, compliance, or periodic review process. During this time, certain account functions—including project submissions and funding activity—may be restricted.
Additionally, fund-related holds may occur due to inconsistencies such as unreturned funds from canceled projects or reconciliation process discrepancies.
Why an Account Is on Hold and How to Resolve It
An installer account will remain on hold until both of the following requirements are completed:
Installer Review
The compliance review must be fully completed.Execution of the Installer Agreement
The Installer Agreement must be signed and executed.
To resolve these steps, ensure all account documentation and verification requirements are fulfilled promptly.
Installer Agreement Process
The Installer Agreement is issued after the installer review has been finalized.
The agreement is sent separately via DocuSign.
The DocuSign must be signed by an authorized company representative who has the legal authority to execute agreements on behalf of the company.
The DocuSign envelope is delivered to the designated email address on file.
If you encounter issues accessing the agreement, check account notifications or contact Installer Support for assistance.
Important Notes
Accounts will remain on hold until both the installer review and agreement execution are complete.
Funding requests, project submissions, or account reactivation cannot proceed while the account is on hold.
If the designated signer or email address has changed, please contact Installer Support before the agreement is issued.
Fund-related holds may require returning unallocated funds for canceled projects or correcting reconciliation discrepancies. Ensure all actions are verified through account notifications.
Need Assistance?
If you have questions about your account status, the installer review, or the Installer Agreement, please reach out to Installer Support for assistance.