Creating an Account

Identifying Your Customer's Account

Creating an Account begins by giving it a name. These fields are here to help you find and organize your accounts. You will be searching on these fields so make sure the labels are easy to identify and remember.

Account Code: Use this field for your internal customer code, vendor number or other unique identifier for your customer (i.e. Salesforce ID).

Account Name: Usually a site description (e.g. Store #23434.) This is specific to the account and should identify the meter or utility bill for this account. Keep in mind this is how you will find this account in the future, so choose your account name accordingly.

Customer Name: Including your customer's name (e.g. Acme) is especially useful when working with a customer who has multiple sites.

Customer Class: This fields categorizes tariffs by eligibility: Residential for home customers, General for business customers and Special Use for customers that have to meet a requirement (e.g. Agricultural tariffs).

Address:This allows Genability to limit the tariff list to only those available to your customer.

Assigning Your Customer's Tariff

Using the zip code and customer class you've already entered for your customer, Genability will assign a default tariff to your account. Genability uses the subscription numbers utilities must file with FERC to determine the most likely tariff for your customer. If you'd prefer a different tariff, select it from the selection of all available tariffs at the bottom of the tab.

Uploading Usage Data Profiles

The next step is to create or upload your customer's usage data into a profile. This usage data will drive the calculations in Cost Analysis and as always the more data you can provide about your customer, the more accurate you make Genability's calculations.

You have the option to create a profile manually from one or more utility bills through the Bill Entry option or you can upload information from a spreadsheet through the Upload Data option.

You can create as many profiles as you like and switch between them in Cost Analysis to see how changes in usage affect your customer's costs. The first profile you create will be your default profile, but you can change it at any time by clicking the star icon of your new default profile.

Running a Cost Analysis

Now that you have both usage (Usage Data Profile) and billing rules (Tariff), you can run some calculations for your customer. Cost Analysis starts with a status quo calculation for all the details you've just entered for your customer.

Now the fun begins. With your customer's current situation properly modelled you can embark on what-if scenarios. What would they save on the Time-of-Use tariff? Change the tariff in the left column and hit "Run A Cost Analysis". What if I changed my customer's elections from the defaults? Or added Solar? Or switched suppliers? Make your changes and hit the button as often as you'd like. The results of your what-if scenario appear in the left column lined up with your status quo scenario for easy comparison.

Tracking Your Customer's Account

As you add accounts, you will need to track your customer's status. In the account header you can assign an account to an owner, set the account status (Active, Inactive, Deleted) and type (Customer, Potential, Target, Archetype). Once set, you can use these to find your accounts.

Adding an Account Demo

Watch this 2 minute video to get a quick overview on how to add a Customer Account in Genability Explorer

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