Creating a Customer Record, The Customer Eligibility Process, and Assigning Customers to ESRs
12/10/2025
This video provides a guided tour of the CSR and UTIL workspaces, walks through the steps for creating a customer, explains the customer eligibility process, and demonstrates how to assign a customer to an ESR.
ESR + CSR Role – Customer Assessment Process
12/10/2025
This video offers a tour of the ESR dashboard, demonstrates how to schedule an appointment, explores the prospector feature, walks through performing an assessment and taking site photos using Photo Capture. It also demonstrates how a CSR can use DI Web to view photos.
CSR + CCSR + AUD Roles – Assigning and Performing an Audit
12/10/2025
This video reviews key workflows across multiple roles, including how a CSR reviews an assessment, assigns customers to subcontractors, and conducts self-audits. It also provides an overview of the CCSR role and demonstrates assigning a customer to a union auditor. The video offers a tour of the auditor dashboard and walks through the AUD role’s process to performing an audit using ViewPoint and photo capture.
ESR + CSR + CCSR Roles - Making A Sale & Navigating the Project Phase
12/10/2025
This video begins with the ESR role, focusing on proposing and selling a project. It then moves to the CSR committing the project and assigning an installation subcontractor. Next, the CCSR role is highlighted through updating project statuses and capturing photos. The video concludes with the CSR completing the install complete phase.
CSR Role – QA/QC
12/17/2025
This video demonstrates the QA/QC process, which entails updating line item quantities, regenerating documents, and updating the QA/QC tab. It concludes with completing the install approved phase.
FIN Role: Invoicing
12/17/2025
This video demonstrates how the FIN role uses the Utility Invoice Builder to batch audits and projects into invoices and how to access the Client Billing Report.