Palmetto Installer Support

Comfort Plan

Comfort Plan: Overview

Comfort Plan: How to Use the Chat?

How to complete all sales requirements to achieve NTP.

Comfort Plan: Milestone Overview

Comfort Plan: Completing NTP Guidelines

Comfort Plan: Co-Applicants

Comfort Plan: Change Orders

Comfort Plan: End of Term and Buyout Options

Comfort Plan: Start Here 

HVAC 

HVAC: Residential System Categories

HVAC: Credit Parameters & Qualification

HVAC: Running Credit, Signing, & NTP

HVAC: Sales

HVAC: Eligible Sites

Certified Installers are responsible for adhering to the Palmetto AVL.

HVAC: Approved Vendor List (AVL)

Certified Installers are responsible for adhering to the Palmetto Accessories AVL

HVAC: Accessories Approved Vendor List (AVL)

HVAC: Manufactured Homes Policy

HVAC: Installation Submission Checklist

HVAC: Installation Requirements

HVAC: Operations

HVAC: Service and Maintenance Process

HVAC: Service & Maintenance 

Water Heater

Water Heater: Program Overview

Water Heaters: Credit Parameters & Qualification

Water Heater: Running Credit, Signing, & NTP

Water Heater: Sales

Water Heater: Approved Vendor List (AVL)

Water Heater: Installation Requirements

Water Heater: Operations

Water Heater: Compliance & Warranty Verification

Water Heater: Service & Maintenance

Comfort Plans-How To Video: Customer Portal Signup

Comfort Plans-How To Video: Quoting & Pricing in Palmetto Portal and Sales Flow Walkthrough

Comfort Plan: Video Training Guides

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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