Customize your portal with your company logo and prefill your portal form.
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1. You'll receive an email that someone has added their utility account with your portal. 2. Log In to your account 3. You'll see your dashboard, then click activate on the account. The sales person's dashboard
The most recent account appears on the top. 
Click activateClick Activate under Latest Status. 
This is the best verbiage we have to request data from customers. Feel free to use it in all your emails to customers! To add the button to your email, email me or click over to our post about it. Collecting your building's energy usage is necessary for the design of your solar system and building your proposal. To save time during our consultation, please use this link or click the button below to share your electricity data with me. I've found this the easiest way to collect your historical electricity usage. The info will be downloaded and emailed directly to me and won’t be shared with anyone else. 
We understand that not everyone has an online account with their electric utility. We're developing a way to auto-register accounts with the utility - the only thing a customer needs is one old bill. This is what they'll need. Note: This feature is only available for residential PG&E customers right now. 
Once they click on "I don't know my PG&E login information, you'll be prompted for different fields. Enter the first and last name of the account holder. 
In order to auto-register an account, we need the account number and either the phone number or meter number associated with the account. The account number in the top, right corner of every page of the bill, but the meter number is on page 3, under Service Information. 
Once you fill in all the fields, you're ready to go! 
They can then click submit, and the account will be created. 
We collect original bill PDFs, CSV, and JSON. But what does that actually look like? We pull the pdf bills from the utility's website. It's the same bill you receive in the mail. Zipped file of all bills, in pdf form We digitize the bills and make it into an excel fileDecember was cold! See how my electricity usage nearly tripled? It's all due to my highly-efficient electric space heater.  Interval dataWe pull all the SmartMeter data that's available. We collect the data as far back as it goes. This account has 44,443 intervals over 5 years.  What can you do with the data? Graph it!  I've created some nifty looking buttons in include in your emails to potential customers. When you send a reminder email to the customer, attach the button, and make it a hyperlink for your customer portal link.    Make it happen in three easy steps.
 Your email will look professional and will help you build rapport with your customer. We'll email you when they've added their account so you know they're a strong lead.
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