Energy Mod1 Page9
DUS - Energy Training (10 of 17)
Submitting an Application Online
Once you have gathered all the documents you require, you will need to submit your documents to the admin team. Do not do this with the client, as there is some sensitive information we require. It is best to submit your applications using a laptop or desktop computer as the forms are easier to fill out. Submitting an energy client application is very straight forward, and doesn't take too long. Once you have submitted an application then the right to commission on this client will then belong to you (on the basis that no one else has already got an LOA signed by the client)

Firstly check you have all the documents.  
  • The Letter of Authority (LOA)
  • The Data Capture Form (DCF)
  • The Copy Bills
  • The Change of Tenancy (If Needed)
Then proceed to submit the client online using our web forms on the Partner Platform under a New Client. You will be presented with the following icons - Partner or Associate
Partners are individuals that have registered with DUS as a "Partner" and are paid at a rate of 65% commission. They are expected to manage the entire sign up process and provide the client with a first point of contact as well as a full customer service.
Associates are individuals that have registered with DUS as an "Associate" and are paid at the rate of 25% commission. They are only required to introduce clients to DUS and we manage the client  sign up process DUS will be the first point of contact for these clients. 
Where is the form?

Once you have logged into the Platform, this is the place you will need to go in order to submit a new Client - 
Platform > Login > New Client > Energy > Partner or Associate > Gas Meter or Electric Meter. 

For the purposes of this training we are going to select "Partner" and "Gas Meter"
This is the form you will be presented with and this is how to fill it out.
Filling the form out is really very straight forward. Start with your details, your Name, ID Number and your email address. If you have not yet received your welcome email with your unique ID number then please email the admin team.

The next bits of information are found on the Letter of Authority. Simply copy across the information from the LOA into the online form. Make sure you use the Business Name and Trading As names on this form if they are different.

Please note that fields marked with a * are compulsory and the form will not be accepted if you try to submit it without filling them in.

Please fill out as much information as you possibly can. This can save you time and repetition should your application bounce due to insufficient information. 

If the Billing Address is the same as the Supply Address, tick the box that says "Supply Address Same As Billing Address" if not then please fill out the billing address. 

The next part of the form is all the information gathered from either the Data Capture Form or the copy invoice. Simply fill out the form to the best of your knowledge. 

You will be required to input some information about your client including their contact details and the position they hold within the business.

You then need to indicate which documents you have obtained from the client for this meter. Have you got the LOA, DCF and Copy Bills.

The next part is all the information you will find on a copy invoice. Who is the current Provider is a drop down select. If the current supplier is not on the list please indicate in the "Further info" field at the bottom of the form. 

The Gas MPR (Meter Point Reference) can be found on the Bill, Please Note - This is not the Meter Number - The MPR will appear on the bill and will be just Numbers and will not contain letters. 

Contract end date should be on the copy bill, but is not always displayed. If you can not find it please leave it blank. 

Standing Charge is an amount that will appear on the invoice as either a Daily, Monthly or Quarterly charge. This can be anything from 0 up to £20 per day. If you are unsure please leave blank.  

Annual Usage (kWh) - Take the number of kWh on the Bill and x12 (Monthly) or 4 (Quarterly) 

Pence per kWh - Again shown on the invoice as a charge per unit. For Gas this will be usually be between 2p an 6p per kWh or for Electricity between 8p and 25p - If you are unsure leave blank. 

The next fields are drop down choices and this information should be from the DCF if you have filled the form out correctly. 

Further Information - Anything that you feel is relevant to your clients energy application.
Upload LOA - this is where you can attach the Letter of Authority to your application. This is not crucial as you will have to send the paperwork via email to the admin team after. 

Once this is all done click Submit Meter.

Please Note - If you are applying for more than one meter you will need to submit multiple web forms. One form per meter. 
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