Enerflo and Aurora

Creating a Lead and Generating a Consumption Profile

Create a lead and input usage data SOP

• Step by step instructions on how to create a lead in enerflo and input usage data.

Request a design in Enerflo

Creating a New Design in Enerflo SOP

• Step by step instructions on how to request a design from Kin Home’s design team.

Build a Proposal in Enerflo

Build a Proposal in Enerflo SOP

• Step by step instructions on how to build a proposal in Enerflo

Apply for Credit in Enerflo

Apply for Credit in Enerflo SOP

• Step by step instructions on how to apply for credit in Enerflo

Sign the Kin Home Customer Agreement

Sign the Kin Home Customer Agreement SOP

• Step by step instructions on how to sign the customer agreement in Enerflo

Callpilot Verification Call

How to start Callpilot Verification call SOP

• Step by step instructions on how to initiate the Call Pilot verification call in Enerflo

Pre-intake Checklist

Pre-intake Checklist SOP

• Step by step instructions on how to complete the pre-intake checklist in Enerflo

Scheduling a Site Survey Visit

Scheduling a Site Survey Visit SOP

• Step by step instructions on how to schedule a site survey in Enerflo

Completing a Self Site Survey

Completing a Self Site Survey SOP

• Step by step instructions on how to complete a self site survey in Enerflo

Submit Your Deal to Kin Home

Submit Your Deal to Kin Home SOP

• Step by step instructions on how to submit your clean deal to Kin Home in Enerflo

Request a Design Change from Kin Home Design Team

Request a Design Change from Kin Home Design Team

• Step by step instructions on how to request a change to a design in Enerflo. (Does not apply to self designs)

Self design in Aurora

Self design in Aurora SOP

• Step by step instructions on how to build a design in Aurora yourself

Updating Consumption in Enerflo after Building a Design

Updating Consumption after Building a Design SOP

• Step by step instructions on how to update the consumption profile after building a design.