Starting Service for an Existing Contact or Prospect

Complete this task when an existing contact or prospect calls in to start their utility service, and there is no existing utility billing account to link them to.

For example, two months ago, Fred Jones called in to inquire about what he would need to do to get utility services turned on when he moved to the area. At that time, a customer service agent created a contact record for him. Fred has now moved into the area and is calling in to start his service.

To start service for an existing contact or prospect:

1. Search for the contact or prospect record.
2. Click the Actions menu on the right side of the record and select Start Service.
3. On the Redirect to Start Service window, click Continue.
4. The start service process opens in your Oracle Utilities customer information system.
5. Complete the information required to start service for a new customer. This includes completing multiple steps that gather customer information. The information that is required is configured in your Oracle Utilities customer information system, and is divided into the following categories. Complete the information for each category, and then click Next to continue.
   • Move-to Premise Address
   • Customer Identification
   • Services to Start
   • Person and Account Details
6. After you enter all required customer information, review and then click Finish to submit the information, then return to the Person and Premise Search.