CC&B Navigation
Where to find the remaining notice amount
Reco Tool
A place you can compare billing history
SA Billing History
CardEasy showing a red dot when pulled up
FC Page: CardEasy Launcher
Make Payment button opens Fiserv Make a Payment Portal
A budget plan allowing set monthly payment amounts based on a 12 month average
Comfort Level Billing
Where to find the current mailing address
Account Notebook --> Person Tab
A bill analyzer tool that includes comparison charts, home profile usage data and trends
Bidgley CSR Portal
Customer wants to add additional meter to their property
FC Page: Gas Construction or Electric Construction
How to get to CC&B from Salesforce
Go to Control Central
Payment Arrangements only available to Oregon customers to extend the balance out for 12 months
Levelized Plan or Usage Plus Arrangement
Where to find agency info based on zip code
Dashboard --> Assistance Agencies
Tips / Facts to give customers to help understand and reduce their electric consumption
Energy Savings Tips
Customer heard about a new discount program in Washington and wants to know more about it
FC Page: My Energy Discount - Washington
Another term for Customer Contacts
Remarks
Where to confirm if customer is disconnected
Premise Tree --> SP String
Where to find the Average Bill
Custom Premise Information --> HLA
Where to review previous meter reads
MDM 360 --> Measuring Component
Customer asking where they can pay their bill with cash
FC Page: Pay Stations and Drop Boxes
A red lighting bolt on the top right of an account
Active Outage at Premise
Last Day of February
How to review previous Customer Contacts
Person context menu --> Hover over customer contact --> Search
How to tell what meter a customer has
Premise Tree
Meter Types & Read Methods FC Page
Customer requesting last year of billing history for tax reasons
Usage History Requests (Bill Analysis Report)
These are on the main screen once an account is pulled up showing FAs, arrangements, landlords, ETC.
Alerts
If an account is at Severance, when can it be discnnected
Anytime after the due date if notice is not paid