FIT Switches

FIT Switches

Today we're going to go through FIT switches. More specifically, the process of moving a FIT account from one supplier to another.

Info

Loss

Gain

There are two types of FIT switches

Complete a loss

Accept a loss

Complete a gain

Request a gain

Follow the links below to see the different switch processes

Check reading

ID

Switch form

Before requesting to bring a FIT account over to E.ON Next, check the following.

FIT Switch Gain

Set a reminder

Request in CFR - step 1

Email the customer

Email the supplier

Request in CFR - step 2

Got everything? Follow the steps below.

FIT Switch Gain

Complete the set up

Import to Kraken

Add switch read - part 2

Add switch read - part 1

Ready to complete the switch?

FIT Switch Gain

Set a reminder

Check for debt

Accept in CFR

Check read

Accepting the loss

FIT Switch Loss

Close account

Closing the E.ON Next account

Add final read

FIT Switch Loss

A gain is when the FIT account moves from another supplier to E.ON Next, and we start paying that customer for FIT.

FIT switch gain

Adding the final read

When another suppleir adds a switch read into CFR, CFR will then send an email into the FIT Gmail mailbox. This is the only place the read will show.Search the FIT ID in the mailbox, the email from CFR will look like this. Add the final read into Kraken and pay.

A list of email addresses for each supplier can be found by clicking here

Email the supplier

We also need to email the other supplier to advise of the switch. This email needs to include the FIT ID, switch date and check reading.

Does the FIT account have an outstanding debt? If so, we need this debt clearing before we can agree to the switch.

Check for debt

CFR will send this read to the other supplier too, and they will use it to close their account. Any problems with the final payment, the customer will need to contact their previous supplier.

Add the switch read into CFR - part 2

The screen below will now load. Add your switch read and complete the switch. You may need to change the date too, if the switch reads isn't from the inistal switch date.

Add the switch read into CFR - part 1

Now we have the switch read, we need to put in into CFR. On the switches tab, click on 'view rasied switch requests'. Add the FIT ID, and then the request shows, click on the 'Complete switch'. If this button isn't visible, then the other suppleir hasn't completed the switch their end.

Add the switch read into CFR - part 1

Now we have the switch read, we need to put in into CFR. On the switches tab, click on 'view rasied switch requests'. Add the FIT ID, and then the request shows, click on the 'Complete switch'. If this button isn't visible, then the other suppleir hasn't completed the switch their end.

On the FIT screen, you then need to click on the bottom option of 'Import FIT installation'. In the pop up add the FIT ID and then import.

Setting up the new account in Kraken

In Kraken, you need to look at the side bar on the left. Towards the top is 'Industry' with a lightning bolt symbol. Click on this then FIT.

CFR will send this read to the other supplier too, and they will use it to close their account. Any problems with the final payment, the customer will need to contact their previous supplier.

Add the switch read into CFR - part 2

The screen below will now load. Add your switch read and complete the switch. You may need to change the date too, if the switch reads isn't from the inistal switch date.

As part of the switch, a check read is sent to the current supplier. This is to confirm the reads being provided fall in line with the last paid to read.If we don't have a check read, or the read we have is a few months old, then obtain a new reading before requesting the switch.

Check read

Does the FIT account have an outstanding debt? If so, we need this debt clearing before we can agree to the switch.

Check for debt

Closing the Kraken account

Now that the final read has been added, we can now close the Kraken accoount. Make sure the statement with the fianl credit has been released before doing this. When it has, add a hold and note that the account has switched away.

The FIT account has now been imported to Kraken. Kraken will also pull the switch read, added in CFR, through too.You now need to use the switch forms to set up the Kraken account, the same was you would with a trasnfer.Add any holds and send a new FIT plan. Use the switch read and date on the FIT plan, and be mindful on how we pay for export. Also attach the switch froms or the intercom conversation to the account.

Complete the set up

A list of email addresses for each supplier can be found by clicking here

Email the supplier

We also need to email the other supplier to advise of the switch. This email needs to include the FIT ID, switch date and check reading.

Email the customer

We now need to email the customer, to let them know their switch date. Within the email, ask the customer to send us a reading on their switch date. We will need this to complete the switch.

Accept the switch in CFR

If the check read falls in line, we're ready to accept the switch within CFR. On the switching screen, you need to click on the tab 'View received switch requests', and add the FIT ID. You then have the option to accept or decline the switch.

Add the switch read into CFR - part 1

Now we have the switch read, we need to put in into CFR. On the switches tab, click on 'view rasied switch requests'. Add the FIT ID, and then the request shows, click on the 'Complete switch'. If this button isn't visible, then the other suppleir hasn't completed the switch their end.

Set a reminder to come back into the account and close it when the switch has happened.Also make sure you hold on credits and payments. We don't want to pay whilst the account is switching away!

Set a reminder

Check we have a valid ID, also checking in the CFR that the person named on the ID is the generator. If the ID and the CFR don't match, then we can't request the switch. The customer will need to contact their current FIT supplier to update the generator name within the CFR into their name.

Valid ID

Check we have everything. If we're missing something, like a signed declaration, call or email the customer to confirm.

The switch from can be found on our FIT website.

Check for a completed switch form

Set the switch date at 2 weeks, unless another date has already been pre-agreed with the other supplier. In the comment's, it's useful to add the check reading.

Request a switch within CFR - part 2

After clicking request switch, the below screen will appear. We need to add the proposed switch date and a comment then click submit request.

The screen below will appear. You need to click on request switch and got to the next step.It's usefull to make a note of the current supplier, below the current supplier is Good Energy.

Request a switch in CFR - step 1

To request a switch withinin the CFR, click on the switch tab at the top. Request switch will show automatically. Fill in the FIT ID, postcode and Address Line 1 followed by search.

We can pick up a loss either buy the customer telling us, or the gaining supplier sending us an email.First we need to compare the check read, with the last reading we paid to in Kraken. This may show on the notes within the CFR request, or the new supplier will send us an email with this included.Any problems with the reading, don't cancel the switch. Contact the new suppleir and customer to clarify.

Check read

A gain is when the FIT account moves from another supplier to E.ON Next, and we start paying that customer for FIT.

FIT switch gain

Set the switch date at 2 weeks, unless another date has already been pre-agreed with the other supplier. In the comment's, it's useful to add the check reading.

Request a switch within CFR - part 2

After clicking request switch, the below screen will appear. We need to add the proposed switch date and a comment then click submit request.

The screen below will appear. You need to click on request switch and got to the next step.It's usefull to make a note of the current supplier, below the current supplier is Good Energy.

Request a switch in CFR - step 1

To request a switch withinin the CFR, click on the switch tab at the top. Request switch will show automatically. Fill in the FIT ID, postcode and Address Line 1 followed by search.

Closing the Kraken account

Now that the final read has been added, we can now close the Kraken accoount. Make sure the statement with the fianl credit has been released before doing this. When it has, add a hold and note that the account has switched away.

As part of the switch, a check read is sent to the current supplier. This is to confirm the reads being provided fall in line with the last paid to read.If we don't have a check read, or the read we have is a few months old, then obtain a new reading before requesting the switch.

Check read

We can pick up a loss either buy the customer telling us, or the gaining supplier sending us an email.First we need to compare the check read, with the last reading we paid to in Kraken. This may show on the notes within the CFR request, or the new supplier will send us an email with this included.Any problems with the reading, don't cancel the switch. Contact the new suppleir and customer to clarify.

Check read

A loss is when the FIT account moves from E.ON Next to another supplier, so we lose it and stop paying that customer for FIT.

FIT switch loss

Set a reminder to come back into the account and close it when the switch has happened.Also make sure you hold on credits and payments. We don't want to pay whilst the account is switching away!

Set a reminder

Adding the final read

When another suppleir adds a switch read into CFR, CFR will then send an email into the FIT Gmail mailbox. This is the only place the read will show.Search the FIT ID in the mailbox, the email from CFR will look like this. Add the final read into Kraken and pay.

Email the customer

We now need to email the customer, to let them know their switch date. Within the email, ask the customer to send us a reading on their switch date. We will need this to complete the switch.

You FIT switch has now been requested. The customer should email their switch read, to allow us to complete the switch.If possible, set a reminder. If a switch read isn't sent, we can send a follow up email asking for this.The other supplier may also send us an email if something their end is stopping the switch, like the check read doesn't fall in line.

Set a reminer

A loss is when the FIT account moves from E.ON Next to another supplier, so we lose it and stop paying that customer for FIT.

FIT switch loss

The FIT account has now been imported to Kraken. Kraken will also pull the switch read, added in CFR, through too.You now need to use the switch forms to set up the Kraken account, the same was you would with a transfer. If you're unsure, use the FIT transfer guide.Add any holds and send a new FIT plan. Use the switch read and date on the FIT plan, and be mindful on how we pay for export. Also attach the switch froms or the intercom conversation to the account.

Complete the set up

Accept the switch in CFR

If the check read falls in line, we're ready to accept the switch within CFR. On the switching screen, you need to click on the tab 'View received switch requests', and add the FIT ID. You then have the option to accept or decline the switch.

You FIT switch has now been requested. The customer should email their switch read, to allow us to complete the switch.If possible, set a reminder. If a switch read isn't sent, we can send a follow up email asking for this.The other supplier may also send us an email if something their end is stopping the switch, like the check read doesn't fall in line.

Set a reminer

On the FIT screen, you then need to click on the bottom option of 'Import FIT installation'. In the pop up add the FIT ID and then import.

Setting up the new account in Kraken

In Kraken, you need to look at the side bar on the left. Towards the top is 'Industry' with a lightning bolt symbol. Click on this then FIT.

Check we have everything. If we're missing something, like a signed declaration, call or email the customer to confirm.

The switch from can be found on our FIT website.

Check for a completed switch form

Check we have a valid ID, also checking in the CFR that the person named on the ID is the generator. If the ID and the CFR don't match, then we can't request the switch. The customer will need to contact their current FIT supplier to update the generator name within the CFR into their name.

Valid ID