DEHQ and My Account Webinar

Transcription

1 DEHQ and My Account Webinar June 28, 2016

2 Agenda Anne Nendza Sales Technology Manager DEHQ Update Chelsea Sobek Client Services Manager MyAccount: Top 10 Features All Question & Answers

3 DEHQ Update Anne Nendza Sales Technology Manager 3

4 Building Sales Technology Power Matrix: CT, DC, DE, IL, MA, MD, ME, NJ, NY, PA, OH, RI and TX Power Discrete: IL, NY and TX (10,000 MWh) 4

5 5 NY Discrete Enhancement

6 6 Renewals Dashboard

7 7 New Features Coming!

8 8 Channel Partner Resource Center

9 Channel Partner Resource Center 9

10 Commission Reporting 10

11 Commission Inquiry 11

12 Discrete Capability Power Matrix & Discrete: IL, NY, TX, CT, DC, DE, MA, MD, ME, NJ, PA, OH, RI (10,000 MWh) July

13 Questions? 13

14 My Account Top 10 Features Chelsea Sobek & Dan Murillo Client Service Analysts 14

15 #10. FAQ s Have a common question about your supply service with Direct Energy Business? Our FAQs are here to help. 15

16 #10. FAQ s How to get there: - Click Support at the top of the page. - Scroll down half-way down the page. 16

17 #10. FAQ s 17

18 #9. FORMS Find PDF copies of commonly used forms. 18

19 #9. FORMS How to get there: - Click Support at the top of the page. - Scroll down 1/3 of the way down the page. 19

20 #8. USAGE 20

21 #8. USAGE 21

22 #8. USAGE How to get there: - Click the Usage tab. - The updated usage chart allows you to compare your current year usage with the previous years usage. By clicking on each series in the legend, you can decide which information to show. The usage chart also has a printable view, which lets you include the chart of any reporting needs. The chart on the Usage tab has been updated to include a year over year comparison. Usage and Spend for both the current year and previous year are displayed. Users can select which information to view. 22

23 #7. CONTRACTS In the Contracts tab, you can request and view your contracts online. MyAccount will also alert you when your contract is near expiration or ready for renewal (certain customers only). 23

24 #6. PAPERLESS BILLING My Account now gives you the option to enroll in paperless billing and receive your bills through . 24

25 #5. BROKERS & THIRD PARTY ACCESS We have reorganized how energy brokers and third party payers can work with their customers and be approved to have access to their customers' information. Our new automated system replaces a legacy paper-based process and will ease customer onboarding. Customers will now use this automated system to grant access to their Direct Energy Business accounts. 25

26 #5. BROKERS & THIRD PARTY ACCESS How to get there: - Click Preferences at the top of the page. - Click Customers on the left-hand menu. 26

27 #5. BROKERS & THIRD PARTY ACCESS How your customer can grant you access (externally): 27

28 #5. BROKERS & THIRD PARTY ACCESS How your customer can grant you access (internally): 28

29 #5. BROKERS & THIRD PARTY ACCESS How your customer can grant you access (internally): 29 For more help on this click here

30 #4. EXPORT TABLES Export tables within Billing, Payments, & Service Locations tabs to Excel. 30

31 #3. INVOICE NOTIFICATIONS Request to have a PDF of your invoice attached to an Invoice Notification so that you can view it from your inbox, rather than logging into My Account. 31

32 #2. MAKING PAYMENTS Certain power & gas customers can make one-time payments or set up recurring payments right from My Account. How to get there: - Click Payment Options on the right side of the page. 32

33 #2. MAKING PAYMENTS How to get there: - For one-time payments, select up to 10 accounts, click Next and proceed through steps 2 through 4. - To create or edit an existing auto-pay schedule, click Set Up Automatic Payments or Edit Automatic Payments. 33

34 #1. INVOICE COPIES Use My Account to obtain PDF invoice copies hyperlinked by Invoice number or utilize My Account s Send Invoices feature which can be used to receive user-initiated s attaching up to 13 months worth of invoices for multiple accounts. How to get there: - On the Billing tab, click Send Invoices. 34

35 #1. INVOICE COPIES How to get there: - Select a date range up to 13 months. - Select accounts. 35

36 #1. INVOICE COPIES How to get there: - Enter up to 6 recipient addresses. Review, send. 36

37 HELPFUL LINKS - My Account log-in page - My Account features My Account Access & Preference - My Account Support 37

38 Questions? 38