We've built our platform to be as flexible as possible, so there are many ways to engage with your customer. There are three main ways:
The end customer's experience revolves around our portal, whether via email, on a mobile device, or if it's integrated into a company's website. We have a example email built in. Here is how you get to it.
1. VIA EMAIL
1. Go to my customer portal.
2. Click on the email button.
3. Customize your portal.
Note: the email will come from firstname.lastname@example.org. If you'd like to send it using your email, copy the message into your email
You can also paste the email content and button into your email.
2. VIA MOBILE DEVICE OR TABLET
Have your customer portal link open on your tablet.
3. Text your link to your cusomer
They can complete the form on their phone!
The customer will interact with you via email, a tablet, or event text.
In any case, they will see who the request has come from at the top of the form. All they have to do it complete the form, then we'll confirm the login credentials or account info is correct.
Customer Completes the form
Once they submit the portal form, we verify the account information. We want to make sure the credentials they provided actually work!
Once we verify the information. They're all set.
We email them a receipt
We take regulatory requirements very seriously. If we didn't we'd be out of business and you wouldn't be able to use our service. Here are some things you need to know.
Utilities may send letters or call your customer!
That's why your customer needs to know that UtilityAPI exists and that we, UtilityAPI, needs to send them a receipt. The email address provided on our form needs to correspond to the signatory.
This is what their email receipt looks like.
We are happy to announce our compatibility with Energy Toolbase. Their software accurately, objectively and transparently models any type of solar and/or storage project, for any type of customer, using any type of financing.
Energy Toolbase is an industry leading software platform for third-party cost analysis of Solar PV and Advanced Energy Storage projects. Hundreds of the leading solar and storage developers nationwide use the tool to import interval meter data, and then model and propose their projects.
Energy Toolbase has a core user base of sophisticated commercial and industrial developers. However, residential installers are increasingly finding value in their software by importing interval data to perform accurate tier rate vs. time-of-use rate analysis.
Here is how the compatibility works:
1. Download the interval xml file from UtilityAPI.
2. From the Edit Facility dashboard in Energy Toolbase, click Add in the Energy Use Profile box.
3. Click on Green Button Data.
4. Upload the interval xml file from UtilityAPI.
You're all set!
All blog posts are to help UtilityAPI users connect with their customers and successfully collect their utility data.