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Scott Fletcher sfletche

  • Premise
  • Portland, OR
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{
"property": {
"address": {
"full": "977 Stannage Ave, Albany, CA 94706",
"street1": "977 Stannage Ave",
"street2": null,
"city": "Albany",
"county": "Alameda",
"zip": "94706",
"state": "CA",
@sfletche
sfletche / lead_details.json
Last active November 7, 2016 18:31
JSON response to a specific lead
{
"id": { "type": "string" },
"status": { "enum": ["offered", "accepted", "applied", "declined", "disqualified", "expired", "unavailable"] },
"archived": { "type": "boolean" },
"expire_at": { "type": "datetime" },
"critical_at": { "type": "datetime" },
"contractor_location": { "type": "location" },
"lead_contact": {
"type": "object",
"properties": {
View existing Lead in SF
Click Clone
Make sure Lead Status is Unassigned
Change Lead Measure (to help differentiate in Champ) (NOTE: make sure lead measures will align with existing contractors)
Remove Location
Save
Trigger Availability Check
- System Information -> Lead Owner -> Change
- Queue / Homeowner Availability Queue
- Save
@sfletche
sfletche / import-export-cheatsheet.md
Last active June 14, 2017 01:15
Module import and export cheatsheet

JS Modules are file-based, meaning one module per file.

Modules are singletons, meaning there's always only one instance of the module (and it's state).

Named Exports

export function foo() { ... }
export let bar = 23;
const baz = [1, 2, 3];
export { baz };
"phases": [
{
"name": "application_submission",
"steps": [
{
"name": "application_submission",
"type": "milestone",
"completed_at": "2017-06-01T00:25:24.842+00:00"
},
{

Application Status

Application Phases

The 5 Phases of an application (as presented on the Contractor Portal)

  • Application
  • Financing Docs
  • Install & Completion Certificate
  • Funding
  • Closed
{
  "errors": {},
  "applications": [
    {
      "id": "80994",
      "api_version": "2.5.0",
      "created_at": "2017-05-23T18:21:43.612+00:00",
      "updated_at": "2017-05-23T18:23:04.517+00:00",
      "origination_source": "champ_superuser",
{
  "id": "80994",
  "api_version": "2.0.0",
  "created_at": "2017-05-23T18:21:43.612+00:00",
  "updated_at": "2017-05-23T18:23:04.517+00:00",
  "origination_source": "champ_superuser",
  "sponsor": {
    "identifier": "cscda",
    "name": "CSCDA"

Champ States

Application Phase

Application Review

Provide Project Info

Select Payment Term

Review Financing Summary

Panda Application States

Concurrent Steps

Step

  • Record Notice Sent to Lender Date

Step

  • Verify Intended Scope of Work