When Does the V1 Install Tracker Get Created?
All Enerflo Deals will eventually be pushed to the Enerflo v1 Install Tracker (https://enerflo.io/installs/list) and trigger the Enerflo 1.0 new_install
webhook event.
The timing of when this occurs is governed by your EPC Agreement Settings.
-
Most Common: Signed by Customer
This is the most common configuration. WhenSigned by Customer
is selected, the Install creation occurs when the contract is fully executed. Depending on your v2 deal template configuration, this will probably be noted in theSigning Complete
step of theContracting
stage (see figure 2.1). -
Less Common: Approved by Admin
This is a less common configuration. WhenApproved by Admin
is selected, the Install creation occurs when the contract is fully executed, and an administrative user has manually approved the contract (see figure 2.2).Depending on your v2 deal template configuration, this will probably be noted in the
Contract Approved
step of theContracting
stage (see figure 2.3). -
Least Common: Processed by Admin
This is a very uncommon configuration. WhenProcessed by Admin
is selected, the Install creation occurs when the contract is fully executed, and an administrative user has manually approved the contract, and an administrative user has marked the contract as processed (see figure 2.4).
Note that today there is no clear UI indicator in the v2 deal that signals when theContract Processed
step is still needed.
Updated 5 months ago