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Project Status

Energy Terms
Across
If customer wants an appointment but is undecided on the date and needs to be rescheduled
Project has been uploaded by auditor
PC has processed the report, but it needs to be snail mailed. This status is also used when an email is bounced back.
Report has been processed by PC, report is sent to customer, all file attachments are in eManager and is ready to be uploaded
For churches (not requested) to be removed from cold knock lists
Down
Project has been validated, and is ready to be pushed through the Webservice
Customer has a scheduled date confirmed (same day or future)
When a Project Coordinator assigns a portion of the canvassing list to an Auditor
Customer denies the assessment, bad addresses, vacant buildings, out of business, ineligible accounts, corporate approval need
Project has been invoiced for