TpvExpress PDF User Manual
Contents
1. TpvExpress Com User Manual v1 0 User guide to Mobile amp Desktop applications of TpvExpress ComSM for customer enrollment and the third party verification system 1991 2014 TpvExpress amp ExpressAddress are service marks of Informed Sources Inc TpvExpress Com 172 N Allen St Albany NY 12206 www tpvexpress com 800 358 1961 Mobile Platform Agent Access i Visit www tpvexpress com on your mobile device You will be automatically redirected to the mobile version when using a mobile device ii Enter your Badge ID in the Agent Access box If feature is enabled you will require a pre authorized Badge ID in order to gain access If you enter an unauthorized Badge ID you will receive an Access Denied message Welcome to TPVExpress Mobile Please select your access Username Password iii Touch the Login button to access the customer enrollment form 1991 2014 Informed Sources Inc Page 1 iv The TpvExpress Mobile application supports ExpressAddress to determine your current location via GPS services and auto fill the address of your current location In order to use ExpressAddress please ensure that Location Services also known as GPS Services in some devices are Enabled on your mobile device The first time you access ExpressAddress on your mobile device you may also be requested to Allow location a2. ccess to the TpvExpress application Please touch Allow Access on your device v Touch the ExpressAdress button to geo locate your current position amp auto fill the address of your current location TPVExpress Mobile submit customer enrollment Fields marked with an are required ExpressAddress The Location GPS service on your mobile device will attempt to determine your accurate location amp auto fill the Zip Street Address City amp State of your current location under the Contact Information header Depending on the processing power of your mobile device and your geographical location it could take from 5 to 10 seconds for the GPS in your mobile device to determine your current location In most devices you should see a notification icon to show the device is attempting to determine your current location 1991 2014 Informed Sources Inc Page 2 vi Please ensure the accuracy of the returned address in the Contact Information fields If required please make any necessary changes CONTACT INFORMATION E 12206 Address 1 2 N Allen St ciy f Albany State Phone Number Eg 5185885088 Last Name Company Name if commercial vii Proceed to entering the customer s phone number email address first amp last name and company name if commercial viii If the Contact Information and the Service Billing Information
3. is the same simply touch the Same as Contact button to copy the contact information over to the service billing information fields 1991 2014 Informed Sources Inc Page 3 SERVICE BILLING INFORMATION Same As Contact ix Under Services proceed by choosing which commodity the customer would like to enroll Gas Electric or Both Depending on your selection you will be provided with either the Utility amp Account number fields for Gas Electric or both SERVICES What would you like to enroll Gas Electric e Both x The Utility Company list is automatically populated with only those utilities that service the State that was selected in the Contact Information section There are two ways to populate the Utility Company list When you use ExpressAddress it will populate the State depending on your current location this will in turn populate the Utility Company list You can also manually change amp select a State which will in turn populate the Utility Company list depending on the State selected Once you have the correct State selected choose from amongst the available Utility Company options in the list and enter the customer account number in the provided fields 1991 2014 Informed Sources Inc Page 4 ACCOUNT 2 Account 3 Your Gas Utility Company Account 1 ACCOUNT 2 Account 3 You have 3 boxes available for entering the c
4. the agent can proceed with calling the Third Party Verifier to complete the voice verification 1991 2014 Informed Sources Inc Page 8
5. up the submitted enrollment data during voice verification The door to door agent will be required to give this TPVExpress Code to the Third Party Verifier at the beginning of the voice verification TPVExpress Mobile Enrollment data recieved Please provide the following TPVExpress Code to the TPV Agent ToavExnpress 091614X0001 Please make sure to take a note of the TPVExpress Code The Third Party Verifier will not be able to proceed with the voice verification without a valid TPVExpress Code Following the TPVExpress Code the agent will also be able to view the amount of time it took to complete the enrollment data submission 1991 2014 Informed Sources Inc Page 7 xvi The page will also display the data entered and will give the agent a chance to start a new application using the link provided at the bottom of the page You entered the following information Electric Utility NYSEG Electric Account Number N01111111111111 Gas Account Number gg9gq9999999 Service Both Green Energy NO First Name Michael Last Name Doe Type of Account Residential Company Name Service Address 172 N Allen St City Albany State NY Zip 12200 Phone 5186876700 Email customer email com Billing Address i172 N Allen St City Albany state NY Zip 12206 Agent Name John Doe Agent Bagde ID Aili Comments Enter New Application At this point the enrollment data is submitted amp
6. ustomers Electric or Gas account numbers The account numbers you provide will be validated against the Utility Company selected For example entering an incorrect length or number format for NYSEG as selected in the example above will display the following error message NYSEG requires 13 character account number beginning with NO 1991 2014 Informed Sources Inc Page 5 xi Proceed with the enrollment form by selecting if the customer wants Green Energy or not and if the account is Residential or Business Do you want Green Energy Your Account Type Residential Business xii The final section under Agent Information will automatically fill in the name amp badge ID of the agent using the agent s Badge ID entered on the login screen if that feature is enabled The agent is also provided with a Comment box that can be used by the agent to relay any other information to the Third Party Verifier about the enrollment AGENT INFORMATION Arent Name John Doe Badge ID E A111 Comments 1991 2014 Informed Sources Inc Page 6 xiii XIV XV To submit the enrollment data simply touch the Submit Enrollment button Submit Enrollment Upon a successful submission you will receive a TPVExpress Code This code is a unique identifier associated with each customer enrollment data record and will be used by the Third Party Verifier to pull
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