Support Tools

Systems, Utilities & Resources

Core Systems

Kraken (Account Management)

Main customer account system:

  • View: Customer details, usage, bills, payments
  • Actions: Update details, process payments, adjust DD
  • Billing: Generate bills, apply credits, refunds
  • Notes: Add detailed case notes
  • Tariffs: Switch tariffs, view rates

Zendesk (Ticketing)

  • Ticket creation: Log all customer contacts
  • Macros: Pre-written responses
  • Escalations: Assign to specialist teams
  • History: View previous interactions
  • SLA tracking: Monitor response times

Populate (Response Templates)

Calculation Tools

Tariff Calculator

Compare costs across tariffs:

  • Input customer usage
  • Select tariffs to compare
  • Shows annual costs and savings
  • Factors in standing charges
  • Helps recommend best tariff

Payment Plan Calculator

Usage Estimator

  • Estimate annual usage from property details
  • Bedrooms, occupants, property type
  • Heating type and hot water
  • Helpful for new customers

Lookup Tools

ECOES (Electricity)

Industry database for electricity supply points:

  • Search by MPAN or postcode
  • Shows current supplier
  • Meter technical details
  • Useful for switches and queries
  • Login required (industry access only)

MPAS (Gas)

Postcode Checker

  • Find DNO/GDN for any postcode
  • Useful for emergency contacts
  • Shows network regions
  • Quick reference tool

Meter Tools

Meter Reading Portal

  • Submit customer readings manually
  • Validate reading against previous
  • Flag unusual readings
  • Trigger billing updates

Smart Meter Diagnostics

Smart Meter Compatibility Checker

  • Check if property can have smart meter
  • Identifies potential installation issues
  • Shows meter location requirements

Reporting Tools

Usage Dashboard

Visualize customer usage patterns:

  • Daily, weekly, monthly views
  • Compare to previous periods
  • Identify spikes or anomalies
  • Export data for analysis

Performance Dashboard

Integration Tools

Intelligent Octopus Portal

  • Manage EV smart charging
  • View charging schedules
  • Override automatic charging
  • Check vehicle/charger connection

Export Management

Document Tools

Letter Generator

  • Create customer letters
  • Templates for common scenarios
  • Auto-fills customer details
  • Print or email directly

Form Library

Keyboard Shortcuts

Kraken Shortcuts

  • Ctrl + K - Quick search
  • Ctrl + N - New note
  • Ctrl + P - Payment screen
  • Ctrl + B - Billing screen

Zendesk Shortcuts

Tool Tips

Efficiency Best Practices

  • Keep commonly-used tools bookmarked
  • Learn keyboard shortcuts for speed
  • Use multiple monitors if available
  • Set up templates in Zendesk
  • Familiarize with all tool features

When Tools Have Issues

  • Slow performance: Clear cache, restart browser
  • Login problems: Check password, contact IT
  • Missing data: Refresh, check system status
  • Tool offline: Check #system-status channel
  • Persistent issues: Raise IT ticket

Support Resources

Tool Training

Getting Help

  • #it-support: Technical issues
  • #system-status: Check outages
  • #tools-and-tips: Share discoveries
  • Tool champions: Expert colleagues