Origin — Solar, Roofing & Generators
Customer experience

Making a document request less frustrating

A homeowner is more likely to understand a request when its purpose and submission route are clear.

A practical approach

Name the exact document or information needed and explain which review it supports. Provide the approved upload method and any relevant readability requirements. Avoid repeated requests for material already saved. If a document is incomplete, specify the missing part rather than asking the customer to start the process again without explanation.

Put it into practice

  1. Request the exact item
  2. Explain the review purpose
  3. Avoid duplicate requests

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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