Start Service for a New Contact or Prospect

When a caller wants to start utility service, and they have no existing contact or prospect records in your system, you can walk them through the process to set up and start their service. Use this task for callers that have no existing contact or prospect records in the system. If you are unsure of whether the caller already has a contact or prospect record in the system, perform a search before completing this task.

If the caller already has a contact or prospect record, see Start Service for an Existing Contact or Prospect.

To start service for a new contact or prospect:

1. Access CX for Utilities Agent Service.
2. From the Person and Premise Search page tab, click the Actions button at the top of the page, and then select New Start Service.
3. The start service process flow opens for the new customer in your Oracle Utilities system. In the work area of the screen, complete the information required to start service. This includes completing multiple steps that gather required information. The information that is required is configured in your Oracle Utilities customer information system, and is divided into the following categories.
4. 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
5. After you enter all required information, review and then click Finish to submit the information, then return to the Person and Premise Search.