Roofing Timelines and Process

Roofing Process

Process Highlights

1. Energy Service Partners will send the dealer partner a detailed roof quote email once the need for a re-roof is identified.
   1. The email will include:
      • Multiple re-roof options and pricing for each option.
      • Photos of the roof, highlighting areas of concern.
2. It is important for the dealer partner to thoroughly review the email and respond ASAP, as their approval is crucial for expediting the job and moving it forward quickly to installation.
3. ESP will review the job's financing to determine whether a re-roof has already been accounted for in the adders or if the addition of a re-roof adder will still result in a commission without redoing financing.
   1. If the re-roof is already accounted for, ESP will schedule the re-roof
   2. If the re-roof is not already accounted for but still results in a commission, ESP will employ our  auto-approval policy (detailed below) to balance commission concerns with optimizing velocity to install
4. If a re-roof adder is not covered by the current financing, the Sales Representative must have their customer sign new HIA and financing documents that include the re-roof adder for the project to be taken off of hold.
5. Once the re-roof is completed ESP will schedule an inspection
   1. The re-roof inspection must be completed before the solar system can be installed

Auto Approval Policy

When a re-roof adder is necessary for a job but it was not added in the initial financing, ESP will place the job on hold and employ our auto-approval policy. If the new re-roof adder still results in a commission, the job will be placed on a 7-day hold period to give a Sales Representative the option to resign the project and increase their commission. If the job is not resigned after 7 days, the project will be placed back in progress to preserve the velocity to installation. The commission for the job, once back in progress, will be the original sales commission minus the cost of roof work.

Roofing Timelines

The timeline of a re-roof is highly dependent on the Sales Representative adding the appropriate cost in the initial energy recommendation or having the customer resign the HIA and financing documents when the financing does not cover the re-roof adder.   

Once the job is accepted with a re-roof adder, the project will progress through the design and permitting process. Once the job is in permitting for solar, the re-roof process will begin in the approximate time frame:

• Week 1: The homeowner is contacted to schedule roof work and determine the roof material color.
• Weeks 2-3: ESP should receive a roof permit from the local municipality
• Week 4: ESP will complete roof work.