Tools and Systems
IN THIS SYSTEM, YOU MAY BE ABLE TO VALIDATE A CUSTOMER’S NAME OR ADDRESS, AS WELL AS SEE FAILURE REASONS, USAGES, & MORE
What is Toolkit?
What is Ops Toolkit?
What is Ops Tools?
THIS TOOL IS USED TO VIEW THE DURATION OF THE INTERACTION BETWEEN A HEC AND A CUSTOMER
What is HEC View Agent Activity?
What is HEC View Activity?
What is View Agent Activity?
OTHER THAN CALIFORNIA OR COLLECTIONS PAYMENTS, WE USE ORBITAL TO PROCESS PAYMENTS FOR THIS
What is Texas Deposits?
What is Small Commercial TX Deposits?
What is Commercial Texas Deposits?
RR CREATED BY RAM TO UNBLOCK AN ACCOUNT. ONCE THE ACCOUNT IS UNBLOCKED WE TAKE WHAT ACTION
What is sending them an email/teams message?
THIS IS THE WORLD’S LARGEST PHYSICAL COMMODITY FUTURES EXCHANGE. UTILITY COMPANIES, IGS, AND OUR COMPETITORS USE THEIR VALUES TO DETERMINE VARIABLE AND FIXED RATE PRICING.
What is the NYMEX?
What is the New York Mercantile Exchange?
TO COLLECT A PAYMENT THAT CANNOT BE ENTERED IN OUR CUSTOMER MANAGEMENT SYSTEM YOU WOULD USE THIS
What is Orbital Chase? Or
What is Orbital?
WHEN CREATING AN HEC RESOLUTION, WE CHANGE THE STATUS FROM “NEW” TO WHAT
What is pending feedback
WHAT IS THE RECOMMENDED DOWN PAYMENT PERCENTAGE FOR A PAYMENT PLAN
What is 25%
FOR AN ADJUSTMENT TO APPEAR ON CUSTOMER’S BILL, IT WOULD NEED SUBMITTED IN WHAT WAY?
What is JIRA Ticket?
What is JIRA to Billing?
What is ticket to Billing?
A WEEKLY PRCING REPORT IS SENT OUT BY THIS PERSON
Who is Matt Cassidy?
THIS IS SENT TO PAPERLESS CUSTOMERS AFTER A NEW ENROLLMENT TO LEAVE IGS A REVIEW
What is Trustpilot?
WHERE WOULD WE GO TO VIEW POTENTIAL TRENDS AND COMPLAINTS FOR A SPECIFIC HEC
What is closed status HEC resolutions?
THIS IS HOW THE FINAL INVOICE IS SENT AFTER AN MVO IS PROCESSED
What is by mail?
A CUSTOMER WAS ENROLLED IN ROOFTOP SOLAR BY AN EPC AND HAS A COMPLAINT. WHAT LINE WOULD YOU TRANSFER THE CUSTOMER TO?
What is transfer, solar inquiries
WHAT CHARGE IS INCLUDED IN OUR TEXAS FIXED RATES BUT NOW OUR VARIABLE RATES
What is a Tariff
THIS TOOL ALLOWS US TO VIEW INSIDE CRM IF A COMMUNICATION WAS MAILED OR EMAILED TO A CUSTOMER
What is Communication Manager
WHO IS INCLUDED IN AN ESCALATED HEC RESOLUTION EMAIL
What is Tracy, Tara, MM, RM, COps leadership distro?
THIS IS SENT AFTER 7 PM ET TO RECONNECT A CUSTOMER
What is a safety net?
TO ENSURE WE ARE FOLLOWING ALL RULES AND REGULATIONS THIS IS WHO WE ASK REGULATROY QUESTIONS TO
What is Tara?
What is Compliance?
THIS IS A NEW FEATURE IN CRM THAT ALLOWS YOU TO CHOOSE IF AN ENROLLMENT IS DONE VIA INBOUND OR OUTBOUND CALL
What is Enrollment Path?
THIS TOOL HELPS TRACK VARIABLE RATE PRICING FOR COMMUNITY PROGRAMS
What is rate history tool?
HOW DO WE VIEW IF AN HEC WENT TO A CUSTOMER’S HOME IF IT’S NOT ON THE CRM TIMELINE
What is HEC Manage Routes
THIS DOCUMENT IS PROVIDED TO CUSTOMERS WHO ARE SEEKING TO SHOW ANOTHER REP SATISFACTORY PAYMENT HISTORY
What is Letter of credit?
A CALL IS RECEIVED FOR A COMPLAINT FOR AN SEC. THIS COMPLAINT IS ENTERED WHERE?
What is CRM?
What is HEC resolution?
THESE ARE THE STATES WE RECENTLY BEGAN MAILING CUSTOMERS VARIABLE RATE ADDER CHANGES
What is OH, VA, KY