Home Profile Module

The Bill Advisor Home Profile module summarizes a customer's home attributes, such as the dwelling type, cooling mechanism, and year the home was built. This information helps CSRs better understand a customer's context, and it can be updated by CSRs so that the utility has the latest data. There is also a section where CSRs can write supplementary notes about the customer's situation, which is ideal for capturing information not provided by the standard attributes.

Edit Icon: Users can click an edit icon to switch to edit mode and update the customer's home attributes. After an update is made, a callout is displayed to show who made the update and when, so that CSRs can advise customers on the accuracy of the information and determine if it needs editing. If a customer makes an update to their home attributes (for example, by updating their profile or by using the Oracle Utilities Opower web-based home energy audit tool), that update is reflected in the home profile widget, and the callout indicates that the customer is the one who made the change.

Note:

Any edits made to the home profile information will automatically be applied to other Oracle Utilities Opower products that use the same home profile information.

Home Attributes List: The default list of attributes is shown below. The list can be configured to enable or disable attributes based on what is most relevant to a utility's customers.

  • Owner or renter: Whether the customer rents or owns the home.
  • Cooling mechanism: How the customer cools their home, such as central air conditioning, fan, or window units.
  • Living area: The size of the home.
  • Dwelling type: The home type, such as apartment or single family home.
  • Has pool: Whether the customer has a pool on their property.
  • Year built: The year the home was built.
  • Heating type: How the customer heats their home, such as gas or electric.
  • Notes: A blank section where other useful details about the customer can be added to help a CSR understand a customer's energy use. For example, this section is a good place to indicate if a customer is home all day or has a large appliance.