| Here is a chronological breakdown of the events that take place with a typical HIP order on the White Label System.
Point of Sale
- The end user customer navigates to your White Label order page, through sponsored advertising or a link on your website.
- The customer enters their postcode, selects their property address, bedrooms, tenure and description. They then click the button to generate a quote.
- The white label system dynamically references your own preconfigured retail prices and displays any custom items that you have saved on the system.
- The customer opts to order the complete HIP or individual parts of the HIP. The total order price is dynamically updated.
- The customer enters an email and contact number that we will later use to coordinate the Energy Survey and keep them up to date on the progress. They then click another button to view your payment options.
- You can configure up to four different methods for collecting payment from your customers. These are Google Checkout, telephone, cheque or bank transfer. The customer selects their preferred method.
Assuming the customer pays using the Google Checkout...
- The customer is redirected to your (or a pre-allocated) Google Checkout system.
- The customer reviews the total order amount inclusive of VAT and enters the details of their credit/debit card. If they already have a Google Checkout account this information is presaved and they simply need to log in.
- Payment is submitted to Google for authorisation and the customer is redirected back to your White Label page or homepage.
Payment Processing
- A Google Checkout payment takes approximately 5 minutes to authorise, during this time Google perform a risk assessment on the transaction. Once the order has been authorised it will appear in your HIP Manager control panel.
The customer will be automatically sent the following plain text email on successful authorisation. Payment Confirmation Email >>
Order Processing
- Now the order has been authorised the HIP is ready to be compiled. Before this happens the White Label account holder must manually submit the order for processing.
- The system checks the available funds on the account and flags the order for processing.
- The HIP manager admin department will now add the HIP order to their internal order management system so that the HIP can be carefully monitored and all the relevant documents can be sourced.
- Once the order has been acknowledged by HIP Manager a control panel will be created for the end user customer.
Click here to view the email sent to the end user once the order has been acknowledged.
- Once a component of the HIP has been sourced the end user is sent an email to notify them that a new document is available to view in their control panel.
Click here to see a typical order update email
- Once all the component parts of the HIP have been ordered the documents are stitched together with the relevant front and back cover and interspersed dividers. The design of the covers and dividers can be controlled from the HIP Manager control panel.
- The end user customer and the white label account holder are emailed to inform them that the HIP has been completed and can be accessed from within their respective control panels.
This completes the order process from start to finish!
Notes
The above process describes an order that has been paid for through a Google Checkout account. If the customer decides to pay the white label account holder over the phone, by cheque or bank transfer the procedure is largely the unchanged. The difference is that we are unable to verify the funds have been cleared to the white label account holder. We therefore provide a way for you to recall quotes from a given quote ID and indicate to us when you would like us to commence with the HIP order. Each customer that contacts the white label account holder to remit payment will provide a quote ID that is exposed to them on the payment screens.
If the end user customer does not order a complete HIP from us we will refer the order to the white label account holder on completion without notifying the end user customer. It may be the case that the account holder has some of their own documents to add to the order before it is compiled and made available to the end user. This is often the case with DEAs who wish to add their own EPC document.
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