Profile

The Profile section displays specific information about the customer’s home and household. This section has two areas: Home and Customer. The Home area holds information about the customer’s physical home, while the Customer area holds information about the customer’s household or demographics. The fields shown in the two sections may vary from client to client depending on how applicable each field is to a particular geographical area.

The following is a list of possible fields:

Home

  • Home Size: Depending on the utility, this displays the size of the portion of the home that is heated or cooled (for example, an unheated garage should not be included), or the number of bedrooms.
  • Spa/Sauna: Indicates whether or not a spa or sauna exists at the home.
  • Pool: Indicates whether or not a swimming pool exists at the home.
  • Heat Type: The fuel type used for the home’s heating system (Electric or Gas).
  • Dwelling Type: The type of home (for example, House, Town house, Condo, Apartment, or Duplex).
  • Solar Panels (Photovoltaic): Indicates whether or not the home has solar panels used to generate energy.

Customer

  • Number of adults (18 or over): Number of people that reside in the home who are 18 or over.
  • Number of children (under 18): Number of people that reside in the home who are under 18.

Editing the Profile

If the customer wishes to update any information on their profile, the user can select the Update Profile link to edit the information in this area. With the exception of square feet, which can be updated via a text box, all other fields are updated by selecting from drop-down lists populated with the appropriate options.

Viewing the History

Users can see the trail of historical changes to the customer’s profile history, including the effective date range of the historical values and the user who made the changes.