Time-slicing, budget billing, Transfers

Who pays for the overages from budget bill balance?

• The customer

• Duke Energy

• Help agency

• Authorize user

How to enroll a customer into budget billing?

• Customer tab>Budget billing facet

• Programs>click Budget billing

• Contract account tab>Budget billing facet

• All of the above

Can payment arrangements be made on deferred balances if a customer stops Budget billing program?

• Yes, with Supervisor approval

• Yes, if it's available dates on the calendar

• Never

• Yes, as a one time courtesy

True or False?

Budget billing is a money saving program

• True

• False

Which customer is asking for a transfer of service?

• "I want to transfer service out of someone else's name and put it in their name"

  ~BILL

• "I want to stop service at one location and start service for my new apartment"

  ~AMY

• "I normally pay the bill is there any way I can transfer this account into my name?"

  ~MACK

• "I'm transferring"

  ~KAREN

What information does a business partner need in order to transfer service?

• Active premise

• Premise they are moving to

• Move in date

• All of the above

What additional information should we provide the customer before the Transfer of Service?

• Prior Balance

  1.

• Auto-pay

  2.

• Deposit

  3.

• Both 1. and 3. is correct

  4.

Is a soft credit check required for a transfer?

• Yes

• No

A previous Duke Energy customer calls in without an active account, would that be considered a transfer?

• Yes, as long as they have an account with us

• No, an active account is required to preform a transfer

Jimmy has already set his move-out date for December 23rd. Josh calls and requests to set his move-in for the same premise on December 23rd. What will happen when josh calls to request his move-in

• Josh won't be able to move in until December 24th

• The specialist will manually change Jimmy move-out to December 22nd

• Move-out day and Move-in date is on the same day

• Jimmy Move-out date will change automatically to December 22nd by the system