Contracting module
This module recommends the best electricity tariff for the user's supply based on the electricity bill he has uploaded.
Additionally, the module allows the user to complete the contracting process, streamlining it by automatically filling in the form fields with the information extracted from the invoice OCR.
What is the user's process for contracting?
Uploading the invoice
The contracting process starts with the "Upload your invoice" screen. At this point, a sales opportunity is created with the status "Interested" and will be updated progressively as the user completes the required information.
On this screen, the user can upload an invoice from his computer or mobile device. The document must be stored on his device.
- The user can skip this step, thereby forfeiting the estimation of potential savings and the automatic completion of form fields.
- Regardless of whether the user has uploaded an invoice or skipped the step, he will have the option to upload a new invoice.
Selecting the tariff
The contracting process continues with the display of the “Choose your tariff” screen.
On this screen, the user finds the supplier's electricity tariffs available for contracting.
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If the user has uploaded an invoice, the tariffs are sorted in descending order based on the potential savings he could have achieved. If the savings of an electricity tariff are negative, it will be displayed without the saving's recommendation.
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If the user has not uploaded an invoice, the tariffs are sorted according to the pre-established order set by the supplier from the operations portal.
The user can select one of the tariffs or exit the process.
Selecting the contracted power
The contracting process proceeds with the display of the “Choose your power” screen.
On this screen, the user is given the option to modify his contracted power based on the maximum power demand recorded on the invoice (typically from the last 12 months).
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The user can choose to modify his contracted power by clicking the “Modify power” button.
If the invoice OCR detects that the maximum power demands recorded on the uploaded invoice are lower than the currently contracted power, the system will recommend that power level.
Additionally, the user has the option to manually adjust the power he decide to contract.
Alternatively, the user can select the “Keep my current power” option if he prefers not to make any changes.
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The user also has the option to “Skip this step.”
Completing the form
The process continues with the display of a form to collect the necessary information for contracting the new electricity tariff.
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Account holder information
The module will automatically fill in the fields for name, surname and DNI/NIF/NIE using the data extracted from the invoice OCR.
Additionally, the user must manually enter his phone number, as this information is not included in electricity invoices.
If any information is incorrect, the user can manually edit it in the module.
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Address information
The module will automatically fill in the supply point’s horizontal address details using the data extracted from the invoice OCR: CUPS code, address, and postal code.
If any information is incorrect, the user can manually edit it in the module.
The user must manually enter the vertical address details, if applicable: block, floor, staircase, door and additional information.
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Payment Information
The module will automatically fill in the account holder’s name and surname.
The user must manually enter the IBAN account number.
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Summary
Finally, the user will see a single screen displaying all the details of the contract: selected tariff, contracted power, account holder information, address details, and payment information.
He will have the option to edit and verify any of these sections.
If all the information is correct, the user can click “Continue and contract” to complete the contracting process.
During each of these steps, the user has the option to return to the previous step by clicking “Back”.
What happens after the contract is submitted?
Once the contracting process is completed, the module will display a success message confirming that the contract request has been successfully submitted.
Additionally, it is possible to configure notifications for each stage of the contracting process (electricity supplier and new customer).
Sales opportunity updated to the supplier
After the contracting process is completed, a notification is sent to the supplier through the sales opportunity webhook, updating the opportunity status to "Formalized".
Active contract notification to the new customer
Once the supplier has formalized the new customer's contract with the distributor and marked it as “Active” in the operations portal, a notification will be sent to the user's app (if previously configured), informing them that his electricity supply contract has been activated.
Technical documentation
Check out the full documentation for clevergy-create-house-contract.