Sign New Jersey Electrical Services Contract Simple

Document type sign electrical services contract new jersey simple

awesome so I just brought everybody Lily on to navigate powerdocs to the contract section we're doing contracts now how to fill them out and everything can you just give everybody an overview of what needs to be done with the contracts on submission you know where to send it to you know things like that if you don't mind guys this is Lily she handles everything that has to do with pricing pricing and contracts okay go ahead hi everyone I like John said my name is Lily I am the operations manager here with navigate power so yeah I can walk you guys through our contract submission process so all of our contracts go to contracts at navigate power com anything that you want to submit over to us that's well that's where you will need to send your contracts over to we do require a breakdown in the body of your email with any submission that you have this breakdown includes I'll kind of wait for for John to catch up here on the screen a little bit yep hold on one second here I can I can actually do a whole nine yards for us right here hold on your completed contract two contracts at navigate power comm and this is the breakdown that will be included in the body of the email so your customer name the representative who closed it in any channel who gets a partner percentage of the contract the supplier the LDC so the utility the commodity and Pacific Gas is in an electric contract the start date for your contract the term so how long your contract is going to be contract price the matrix price your broker fee annual usage deal size and you can include the design date as well and then what this does providing us with this information we can then pass this on to the supplier when we could tell the supplier this is what we're expecting out of this contract this is the customer name this is what we expect our margin to be this is what we expect our annual usage to be so that if there's ever any concerns about you know what the usage that's confirmed for the conduct the usage that is confirmed by the client from the supplier or our margin we have this email from you and this information passes on to the supplier so that we're all on the same page have their contract is submitted you we you know we send you an email letting you know contract has been submitted from booking for booking and then from there you can expect a confirmation from our confirmations team right now because of COBIT 19 you know it is a little harder to go actually in some states right now it's prohibited to go business-to-business door-to-door so what we are doing is that we are offering our adobe assign so electronic signatures what we would need from you is to complete a contract so you know start date the price that you want for your customer and you can give us the your customers email address then we will go ahead and send it over to the customer and it's just a couple of clicks that they have to do on the document and it will send it right back to us it has all of the information that the iron needs to see that this was executed by the customer and that's how they are accepting contracts right now and if you need any help with that of course we're here to help any way we can awesome lady appreciate it so much you know um one of the things I've been telling everybody to is to find it's this paragraph right Lily this is a navigate powerdocs okay so if I go back here I go back out to the front of this I believe yeah hold on one second and we're with that at the bottom yes it would be under price request form request no where do I see that at Lily who is that at under navigate I saw it I saw it I saw it somewhere where it was just you know when I think if you throw back up and hover over navigate power okay thank you yes try that no I can't believe I was it was just in this marketing its out they moved it not my training training that's where it's at I'll fetch it's in training hold on yes submitting a contract okay so what I do guys is hide this clip I just copy this that's all I did into my email right and I popped it into an email when I'm submitting everything very simple actually and I just fill out look it'll it'll bracket it but put it to where it's up straight up and down and it'll go into your email and I'll see if you have any questions on this I'll help you with everything it even shows your consultancy and everything so what we're gonna do now Lily thank you so much I appreciate it okay but this is a lady that we are going to be emailing back and forth a million times for sure and Lily I also teri there's any problems or mistakes you guys catch them you know almost all of them so you know it's not time it's not like it's the end of the world yeah well like it's you in the room alright thank you so much I appreciate it thank you guys have a good day all right picture it so so what I want to do is just get through the contracts okay like you can see on this one here this was a constellation contract these are all closes here I'm gonna show you what we do mostly I use the Dobby sign of company uses DocuSign it's the same thing it's just two different programs what it does though let me show you what it does to make it really cool so nobody can say oh I didn't find it you know or I didn't do this or blah blah blah see an adobe sign virtually tracks everything the customer does so if I sent an adobe signed contract to an email it's got to be sign there it cannot be forwarded okay and the reason why I can't be forwarded it can be delegated but it cannot it cannot be forwarded and that's that's something a lot of people think they can do is send it to the secretary or said I'll send it to myself and and will will sign it you can't do any that guy it's got to be signed by the person that is that is the decision-maker okay on that product so like American Petroleum if I go down check this out it tells me document created by my pricing desk right document email to har Pete Singh right email was buted even tells me when they open the contracts and look at him so like I've had a company that I was messing with this guy for months oh you never send him to me and I could see he's opening them no I never got it and I and I could see so what I did was I said listen you opened it on May 4th he opened it on April 12 you know I went right back and told them and said listen you know either either sign or tell me you're not going to do you're wasting my time and I'm wasting your time you know document a sign signed document email to her Pete so he also gets the side document right which is really cool it's not it's automatic that happens automatic this I sent to Lily and the contracts team so there's proof that they did this and it even it even puts their little little you know insignia in here that they have you know a lot of people have their own signature for a sign so let's talk about let's talk about these contracts and and filling out contracts and getting the contracts designed you know where do we find him everything I download them all for you guys in case someone says hey I'm on the road I don't have access to beginning I don't have you know room in my phone whatever begin to navigate powerdocs can you send me a contract so I have them all okay I have pretty much all the ones we need across the board and I have them updated so you know these contracts guys they're legal documents these are legal documents a customer signs them they are liable not you not I not the company okay the problem is if they mess up on them and they overlap a contract and the suppliers hitting them with etf's and they draw money back of course that's going to take some of our commissions it's called clogging back right it does happen every now and then not all the time but it does happen every now and then you know you just don't want to have it happen to a big account right most of them don't anyways guys to be honest with you I mean I don't see a lot of them and the big ones for sure they know that if they mess a big one up it could get ugly and we've actually had somebody that recently that got over a two or three hundred thousand dollar ETF because they messed around with their numbers and thought they could do better with another company and it's just not working out for them you know so there's a lot of things that we can do to if somebody gets slapped with ETFs or if somebody has another another overlapping contract we Brian will not us Brian will get with them the division leaders the vice presidents of those companies like a free point right now we work with Eliot that free point to help a company extend a contract without any penalties and start our contract after that end time we could do stuff like that it's pretty awesome actually okay hold on one second here there we go got one of you out there cooking pancakes or something so let's get into this all right I'm gonna go back to navigate powerdocs let's say we were signing we were doing a free point um a free point contract with that electric bill we did earlier we're gonna go to back to that okay documents right Ohio I love free points pricing so here is free points contract now watch this these contracts when you download them they don't they don't they have actually boxes depth that will become active like word right so let me just save it I'm going to download it now watch what happens here when you open this these these contracts are pretty amazing there's two ways of doing this all right one is if you do not have access to Adobe pay if you're not going to if you feel like right now you heard Joe talk earlier if you fill this out by hand and you get it sent to them they're not going to accept that that means you went door-to-door with that person no one's going door-to-door in Ohio okay they want it done physically so what I do is I download them right I download it and I can I can convert them into Word I can send them to you in word let me show you what I've done already with this contract all right it's pretty cool I put it into word free point now everything's fillable look at that everything is fillable so I start putting in the company the customer name right John racket an you can do stuff like this here I play with some of this okay company has a DBA right all right let's just say halo halo Inc all right let's say it's a property-management do group property management Group LLC equity Inc John racket an title owner nice and easy phone to 0 for 3 email J racket an ant anybody PI of course it's going to be your customers information right as we know all right no fax Street we could just say 1 2 1 2 East Chicago put in Chicago you know I just want to get through some of this okay zip code I don't know what that is now here's where it gets crazy the accent let me make this a little larger oh I'm sorry guys there we go that's much better so kilowatts remember that 4-3 whatever we were going at 4:3 8:9 we were going to make it put a whole 10 cents or a penny on it so that would be point zero five three eight nine right um I'm sorry no we didn't do that I think we did a point zero four nine nine okay let's just go with that let's just go a point zero four nine nine now so is the customer everything is in this fixed rate energy is included capacity transmission ancillary services and renewables right renewables has to do with product they're using in the green side ancillary things are going to be you know swing some of the some of the mat taxes ancillary has to do with like a little bit of pass-through stuff like that we don't even care about right but it's all included so it doesn't kill the customer broker is navigate Power LLC all right and here's what I do I fill out every single one of these things so all the customer has to do on a sign is sign a lot of the companies are going to send you contracts and they're only gonna put the basics and not me I put everything in here okay I wanted to make it as easy as I can for the customer right named John RAC title owner and I'm gonna skip over this I'm gonna come back to this and I go I know I know this contractor right I'm just doing this simple small stuff right now and I'm gonna go back to the more difficult parts alright Big John rack title owner and you could see we've been doing that we've been doing three point A Lot all right it's really cool so utility name what was the local utility on that bill it was a EP Ohio power right now let's get into the grid okay let's bring that bill up and get this out of here let go - that one AEP opie cool okay remember the account number is not this number right here it is and this is pretty neat I'm going to show you a couple tricks it is this number the service delivery identifier right so a lot of different programs will allow you to copy and paste right into your word so you know in case you mess up something right look at that now if you don't like the thing dropping down and having the one flow over here or whatever the heck you know hold on one sec on me look at this rate you could I didn't get a text box you can make that oh no I'm gonna leave that for right now service address service address right so make sure that there isn't a separate service address at the bottom like you did on those gas bills right sometimes they yank one in here if it's just one here's the service address right here look at that copy in it isn't it's nice pasting it boom nice and easy estimated start date now this is critical remember that one started in 2021 because that was a forward a forward contract but we were starting it in May right so you could do all five - 2020 and let's pick 48 months Oh five - 2024 right check this out when you clear it good enter it fixes everything up and that is it that is all that's got to be done okay if you look down there's nothing else on this contract and you'll learn these contracts as you go through them some of them make you fill out stuff in paragraphs right now watch this I can save this and save it as and this is critical a PDF you can only send contracts in PDF for a esign okay I'm going to roll down here to the PDF thing I'm going to browse my computer I'm going to set this watch how I do this I'm gonna set this I have my own files ready and guess what this file is called customer contracts right I'm going to call it John Rath electric [Music] 3.48 oops 48 months boom it's in my system now it's easy it's converting it right I don't need to save this I can drop I don't want to save anything here I don't need this anymore I go to my contracts and I find it right oops that's not my contacts contracts that's not my customer contracts it's going down there's a lot here you guys busy right alright hold on here why did you not place it here did I put in something else maybe in there aha it did come on guys load up stuff about one second here is ten I had my desktop no it should have went in there but you don't win I thought it's a customer contracts huh I've lost I just lost a customer's contract my own right maybe in there see if I got in the downloads nope come on that's a first I'm with you man I got you I got you yeah yep you see it okay right here it is thank you so much millions eyes out there beautiful okay so we're gonna leave it here now watch what this is this is now it now and thank you guys appreciate that this is now a PDF okay I go over here to my Adobe sign and you can send this to the ladies Lily and all them at pret pricing the contracts you got to put in the person's email I got to put in a generic one here I'm gonna put John I go with options just one of my other emails okay and it's gonna load it it's going to load in the system and it's gonna ask me where I want to put the signature sometimes you got to put an initial box on some of the contracts sometimes you have to put something else in there right or you know and we're gonna go over that so it's going to say you know specify where to sign right so here's the signature here and if you get if it's a little off you can play with it watch you can move it around make it look really nice write the dates are already done everything is done on the contract and here's the second one right here okay I'm going to click send now because I'm using it through my J racket an at navigate power it's gonna send there an email there a confirmation that that was just sent all right hold on there it is j-rok electric tree point has been sent out for signature okay I'm gonna go to my John and go with options email which the customers email right I'll not navigate power pricing deaths signature requested on John racket an electric forty eight months right I can click on it I can I can put a note here hey Joe just want to let you know these prices are gonna are good for 48 hours rates are pretty crazy right now get locked in and blah blah blah you know and you're good to go so you can review it and sign it and you can see it tells them where to start okay now start here right and sign all right enter that one goes to the next one boom click here to sign right this is the bottom one now this is cool this is an actual signature this is the customer doing it I'm trying to take you guys to this entire program ok click to sign all done that's sign that's how simple this is for the customer and then the customer will all immediately get another thing look John rack electric between Nephi a power prison and J is signed and filed I'll get this email I will immediately attach it to I'll forward it to contracts just like Lilly said right I'll knock this out I'll go over here I could put that pricing no c'mon one closed accounts hold on I will take this paragraph and copy it in there it's nice it's it makes it so much easier when you have a lot that's already done I'm gonna be back in drafts alright paste it and I can go all the way through I can go all the way through and fill this all out all the information that I got to fill out John or no that was something else that called it like Halo Inc or something like that right hey a little ink with the customer's name you could put in here whatever ok any of you guys Joe McIntyre whatever my things are on I'm sorry guys my cap locks are on obviously the supplier the supplier that you picked that was free point okay the minute it wouldn't be too many would being could just say a EP copy come out of the electric start date five oops five 2020 48 months contract price point zero four nine nine remember that matrix price do you remember what the matrix price was point zero four three eight nine I believe that might sound right something like that [Music] hang in there one second I'm doing some math on my phone I don't want it what am i doing that for let's do the math here point zero four nine nine minus point zero four three eight nine okay and this mall I did that long point zero four nine nine minus point zero four hype of three four three eight nine okay six mills always put put everything in there okay make sure you put all the onesies and twosies right I believe that was a hundred and fifteen thousand kilowatts right beautiful arm deal size what would be the deal size does anybody know if you know what the deal size is pop it in the box up there okay what is the deal size what's the deal size not the yearly size you know what it is it hit me up there on the chat it's a hundred and fifteen thousand times four because it was a forty eight month remember okay so you got to make sure that that you're multiply one hundred and fifteen thousand times four because of forty eight month that's the entire deal that's that's a four hundred and sixty kilowatt deal all right four sixty thousand kilowatt deal all right and then date signs you put that in there too right 319 usually that's not in there that's here now you can see it's attached it's a test I go down here I find the bills right here and it's attached and I send it and that deal is done now you're gonna get confirmations okay so let me go to my close here you're gonna get stuff like this navigate confirmation ng confirmation right this is ng yeah it's going to tell you how many Mills the broker made what was the price and blah blah blah let me go to a free point let me go to a free point since we're doing free point okay yeah three points got the best check it out it goes down and tells you everything about it it tells you the contract price was a five three one oh the benchmark quantity benchmark quantity is the deal size okay nine hundred and seventy-six thousand broker's fee was seven hundred and forty four point zero zero seven four three mils so you're looking at seven tenths of a penny for three okay with fifty percent up front and that deal done once you get this confirmation it's in the books you know customers only have like three days to cancel and I never really I've gotten one or two to cancel most three days because they found out they made a mistake if for some reason they come back kind of like Worcester Worcester Best Western it was Convention Center - they came back like a week later said I made a mistake it really closes in December of next year not December of this year well we get with this we cancel it and we get with the utility the customer calls utility and then we extend another contract starting in 2021 we can do that kind of stuff okay and that stops the late fee or ETF it's pretty pretty special hold on one second here okay let's get to some other contracts all right let's go through some other ones here any questions so far what do we got here do we send the breakdown bill and sign contracts with gas and electricity dividual yes you do you send every so like you're gonna like I just did a property management group they have owned a whole bunch of these store you store at places they had gas and electric and ATP's market gas and and up here in my first energy market right I had to have a contract for first energy in Dominion AEP and Columbia for different contracts can't put it on one if you put everything on one contract guys not gas and electric just all electric by all the different markets they take the highest price and use that as the raw rate you don't want to do that you have to be smart this is why you got to call me and you got to get me involved okay or your channel manager either one so but that's how that works Josh so a good question actually question on that that's how that goes so let's go to another one let's get to let me find some other contracts here for you I'm just going to stay with the 115,000 gas contracts are so simple I'm going to do one right now for you it's going to make your head spin especially if you're using Santana was most of us use so SCS is Santana energy service there's a Columbia market there's a Dominion market there's the Duke market I'm gonna do Dominion just my territory I mostly do the other ones but this is nice because this comes already fillable watch how simple this is 36 months fixed-rate let's do a point let's do a waist again it's Dominion it's three let's do 3.29 gotta end it to nine remember start month five 2020 it's already got 36 so it knows that right watch this that's it it's just this box right here first and last name John racket an alright business name missed this halo Inc alright billing that address is 1212 Chicago Boulevard all right Chicago Illinois six one two two two foam number three one two two two two we don't need to fax email to racket an at navigate powered comm you could tell them one thing or bandit right account numbers okay let's go back to the account numbers on energy all right same thing we're doing Dominion I got my training day stuff right here Dominion gas I don't know if this will let me copy from here but it's right here account number is right here oh yes all right let's go on in here alright if you have more than one with Santana they'd like you to use an addendum but I've actually gone in and hit it comma and have done you'll expect the next one I copy and paste in like four or five of them in here and they've taken it you know if you have more than one meter and blah blah blah okay date nope hold on not watching what I'm doing tab it over right okay now I can take this and save this also I know there's a conversion a conversion tab for me to put this into hold on one second here let's try and try to go just to my my training folder there we go okay so that went to my training folder you can print it out to you know if you want to go get a hand side right you can do stuff like that this is not working out right today I don't know why okay here okay now the other oak salon the other thing I can do here you cannot when when when suppliers code and encrypt their their contracts you cannot send them for East Side you don't want think you they get weird about that so I print these I scan them and then Adobe allows me to go out there and mess with those right if I go right now to e sign this watch what happens Adobe sign right I'm gonna put in the recipient John I go with options watch what happens it won't let me do it see it's encrypted right so what you have to do then is I print them out and boom I I can send them and I use my scanner to scan them it's pretty simple and that breaks that that code and it's very simplified then they ask me how I do it and I just tell them well I just copy it out skin it and I send it to the customer that way because anything scanned believe it or not anything that we scan and here's customer bills anything scan that has a PDF it's crazy I know like this like this one here you know I know it's all slanted and everything but if I actually hit Adobe sign for some of these um it would actually let me send them in it and then it'll ask me where I would have to sign them and things like that you know it'll adjust to a lot of the factors that are out there so it's pretty neat that we can do that and drop the signature anywhere on that page okay so pretty pretty unique that's just here but if you look I can actually put signatures on other things that are scannable and that's that's so you guys know that so if you freak out and fill something out you can't get to the person before and it like Friday's Fridays are tough because you got to get stuff signed before like 4 o'clock Friday even well 5 o'clock is there an hour behind us at the Mercantile Exchange but we want to get it to the ladies in the office to submit it so we don't have to wait all the way till Monday if it doesn't go through right so but that's um that's pretty cool all that works you I love I love doing that these are contracts these are how the contracts get signed there's there's a lot of different ones hold on let me exit Adobe stuff here all right here's some other ones here I'm going to show you that we use a lot too let's direct energy very unique okay you know in Ohio don't ask me why but in Ohio they they put variable product between direct energy business and whatever variable all in its because legally in Ohio you can't say you have a fixed rate because utility can change their rates I know it's crazy but so what I love about this is this is a direct energy fact downloaded from that back office navigate power Doc's will watch this watch how cool this is I can merely add text I can start writing in here who the businesses right directly to this halo Inc alright if you want to make it look professional you know make things line up you can do it whatever you want with it but I sit here and start putting everything in contact named John rocket can write the whole nine yards billing address city phone email are they tax exempt is it a church is it a church right yes its tax-exempt right whatever is the foundation things like that account numbers same thing service delivery address it's the same thing if there's two you know service addresses you put them in here this is where these go Ohio this is obviously an Ohio contract for them ke P Ohio Duke Ohio Edison it's in all the markets right arm if you have more than a thirty six you would tech type you know fill out this box and you would put it in here okay whatever that is and moving through here now pricing put the pricing here point zero four nine nine I'll even do something like kWh you know and then you know when is the contract star five - 2020 hold on move it around now guys after this whole corona thing started Wuhan Chinese coronavirus thing we are able to go back to meet with people and you can do a lot of hand side right until then we're going to do everything this way I don't touch all this but what I do do I even print in the owners names I even printed in the day I don't want to end a Hafidh mess with anything on that contract except to sign it and let it rock right you want to make it as easy as you can this one direct energy has an initial to be an initial section it's not it's very unique ok where they were that this is pretty much the whole entity here and if you scroll down you can go through all the pages they have to get all of this to make it a legal sizable contract okay but that's pretty much it for that contract that's a direct energy the hardest one to do I think is the baby P hold on yes so ATP's got a little top secret it's got these paragraphs you got to read through them find out what goes where see it's kind of crazy right so I mean it's the same thing it's just a little different right you know 2:44 good dated okay so this energy persons agreement Electric commodity sells which comprises the below terms general terms and conditions here two dated and effective as as what it's dated it dated today right so you're gonna do three - 19 - 20 20 right I'm sorry nope don't need to put 20 20 in there this is where the other 20 goes it's all syllable right now check this out AEP energy cell use commercially reasonable efforts to begin supplying retail energy to customer under this agreement upon the later of customers available we could do may you could do Oh 505 2020 enrollment date right that that that is their enrollment date is 20 May of 2020 right and then I'll say here the initial term of this Agreement shall continue for 48 months price point zero four nine nine oops and then you got to do the basics right off the bill well I'm sorry that's at the top I'm sorry right oh no I keep getting this one messed up with direct so let's get down here they're just awesome please send paper invoices the same as billing information if the capilla if the service address is the same as billing information if not put them both in here right you could do the address one two one two blah blah Chicago right Chicago Boulevard put all the other stuff in there if the billing address is separate click here if it's the same click there ok attention who John Rach right telephone two one six two two two two two two two you know is J racket in blah blah all right this is the custom now on this one the customer signature is on the right hand side right same thing here customer was hallo Inc named John Rach title was owner very very self-explanatory it already puts ready now service location so that would be the address of the service location right I'm just going to put down shy baby blblblb utility EDC what is that the utility EDC is the LDC right AEP opie account numbers now this is where you have to know the difference between your account numbers your service delivery identifiers and customer numbers okay these are all summer numbers and servers that delivery identifiers for a EP so you guys know that for first energy if you get down in duke DPL there they have they're just regular account numbers this is all through experienced guys you have to call me if you're not sure if you're calling me and you're in PA or you're in filler in a new jersey or texas and you have this question I'm going to probably put you on the phone with with Lily okay because there's a lot of markets I I'm not I'm not familiar with I'm Ohio guy and I've done a lot of contracts all over but if I'm not familiar I'll put somebody on the phone and that's who I call a lot too so I have all their phone numbers once you get into the flow things will issue that to you Oh business cards if you want business cards to the new to the company you got to close a an account once you close the copy send them to you for free okay company has swag and I saw I think you guys saw that at navigate power docks there's some swag there if you want to purchase some nice shirts or jackets I have a nice rain jacket from North Face you know that they gave me those are back there is pretty cool so but that's that's it for this contract this contracts done same thing you can save as you can save as to where you want to want to put this som are protected some aren't okay and do the whole do AEP Ohio contract always so what I on my workday my workday is right here it's custom quotes okay we're going to talk about next customer contracts customer bills all the contracts and Aloise and Aloise we're going to talk about that in the next thing - okay we'll be talking about custom quoting how to do the big stuff how the big stuff gets processed and sent in to Lily for pricing okay she's awesome at that so but yeah that's pretty neat my price should have had around the other next call - but we'll be fine we'll be fine moving forward this so I'm gonna end this I'm gonna stop this right here this recording on this