Move In
What must we obtain permission for with every Move In during the workflow and when? (or transfer of service)
What is
Permission to run the soft credit check before calculating the security deposit.
We do not need to notate a Move-Out Lock Service Order.
FALSE
A Transfer is simply the combination of these 2 workflows into 1 compact process.
What is
A Move In & Move Out
The location where we initiate Manual Service Order Creation.
What is
Premise → Service Orders → New
What should be confirmed from Utilities 360 on each and every call?
What is
The CA & Premise
The service initiation fee for an unlocked meter in AR/TX.
What is
$48.00
In what instance would a Move Out Lock order not generate upon completion of the workflow?
What is
Active LLOA at the property.
The location where we review Security Deposit information.
What is
The CA → Central tab
The BP → Collections tab
What is
InfoSphere → SO Cheatsheet
(SO Note Templates)
This will credit back to the customer after 12 months of positive pay history with us.
What is
Security Deposit
We must call the builders hotline before proceeding with any start to service if this is displayed on the premise alerts.
What is
City Inspection Required
With every Move Out interaction, we should always obtain this from the customer.
What is
Their Forwarding Address
TRUE or FALSE
A customer may keep the same CA# when transferring service if requested.
FALSE
The additional step we must take on Service Orders where contact must be made with the customer.
What is
Schedule through FSM, the appointment booking app.
The service initiation fee for a Move-In Meter Set in Oklahoma.
What is
$20
When processing a MVI or Transfer, what must we review on the Premise for the new address?
What is
The Alerts & Previous Occupant to determine if a Lease Agreement is required.
When a Move-Out is requested as soon as possible what must we advise the customer?
What is
The 5 Day Rule
Speed Bonus! +100
Business or Calendar days?
The balance requirement on the active CA to process a Transfer of Service.
What is
NO Past Due Balance
This Manual Service Order is generally created when we suspect higher than usual consumption with no obvious cause.
What is
Check Consumption Order
How/when is the SIF (service initiation fee) assessed to an account?
What is
Service Order Completion
(The $ is determined by the SO Type)
What determines the type of service order(s) that generate during the Move In Workflow and what determines which order?
What is
3 types determined by Meter Status.
MVI - Meter Read | For Unlocked Meters
MVI - Meter Unlock | For Locked Meters
MVI - Meter Set | For No Meter
When a customer requests to cancel their stop service request, what do you do?
What is
Review the Premise
• Ensure no SO has been completed
• Ensure the dates are not in the past
Process the MVO-Cancellation from the Premise Overview Tab
This important piece of the customers Identification tab must always be reviewed to ensure accuracy with every Transfer.
What is
Emergency Contacts
(And confirm Relationships tab)
What do we access in C4C to view Tech Notes on a completed service order in S4?
What is
Display Service Orders Hyperlink under the Service Orders Tab
The rules around Lease Agreement Requests.
What is
• Non-Requested Discn. w/in 6 months
• Past Due Balance of $200+
• Active CA in Dunning w/ PDB of $200+
• Red Flags associating the Caller to the prev acct.