The explanation lands before the call
Catch-up invoices and first real bills go out with a plain explanation, so the question is answered before it is asked.
Most contact with a utility starts with a bill nobody explained. Synapsi sends the explanation with the invoice, answers the follow-up, and leaves every figure exactly as your system issued it.
Catch-up invoices and first real bills go out with a plain explanation, so the question is answered before it is asked.
Creates the customer in the CRM, gives them a documents folder, then welcomes them, in that order.
Explains punta, llano and valle on the first invoice that carries a real reading.
Explains a catch-up invoice before they phone, with the kWh and the difference exactly as your system produced them.
Sends a price-change notice with the figures exactly as your system gave them. No model rewrites a price.
Three reminders over two weeks for an unpaid invoice, stopping the moment your system says it is settled.
A customer emails, an agent reads the thread and answers, and the exchange is recorded.
Using a template creates a draft. Publishing it is a separate, deliberate step.
My bill is double what it normally is. Why?
I can help with that. First, can you confirm the name on the account and your postcode?
Ana Ruiz, 28012.
Thanks, Ana. Your last bills were estimates. A real reading arrived this month, so this invoice includes the difference. The figures are exactly what the meter recorded.
I can't pay it all at once.
Understood. I'm passing this to our team, who can talk through options with you. They will have this conversation in front of them.
Illustrative run. What actually happens depends on the systems you connect and the permissions you set.
Tell us how utilities work runs today, and we will show you the first workflow to put into production.