Starting or Transferring Service for a Customer

As a CSR, you can manage service changes for your customers. Some options may be hidden depending on which products are provided by your utility.

Start Service

Complete the following steps to start utility service for a customer.

To start service for a customer:

1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
2. While masquerading as the customer, select Start & Stop Service. The start and stop service options are displayed.
3. Select Add Service and complete all required fields to start the new utility service for the customer.

Back to Top

Transfer Service

Complete the following steps to transfer utility service for a customer.

To start service for a customer:

1. Access a customer's account and masquerade as the customer. For complete steps to complete this task, see Accessing a Customer's Account.
2. While masquerading as the customer, select Start & Stop Service. The start and stop service options are displayed.
3. Select Transfer Service and complete all required fields to transfer the utility service for the customer.

Back to Top