energy insight trade professional alliance ·  · 2017-03-24energy insight trade professional...

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Quick Start Guide: How to enroll in the Trade Professional Alliance Energy Insight Trade Professional Alliance Enrolling in the Trade Professional Alliance (TPA) through the Energy Insight tool is simple! Follow the steps below to submit your online application. Once submitted, a Pacific Gas and Electric (PG&E) Trade Professional Manager will review your application and update your enrollment status. Before you begin: Please have your company’s Tax Status, Tax ID number, California Business License number, and Contractor’s License number (if applicable) ready Ensure you have the authority to enroll your company into the TPA program The first user from your company to register on Energy Insight will be given the administrative rights to monitor your company’s TPA account details Step 1 Visit www.pge.com/tradepro or click here to start the Energy Insight Enrollment process. Step 2 Click on “Not a member” ectric Company, a subsidiary of PG&E Corporation. © 2010 Pacific Gas and Electric Company. All rights reserved. “PG&E” refers to Pacific Gas and El 1

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Page 1: Energy Insight Trade Professional Alliance ·  · 2017-03-24Energy Insight Trade Professional Alliance . Enrolling in the Trade Professional Alliance (TPA) ... tool is simple! Follow

Quick Start Guide: How to enroll in the Trade Professional Alliance

Energy Insight Trade Professional Alliance

Enrolling in the Trade Professional Alliance (TPA) through the Energy Insight tool is simple! Follow the steps below to submit your online application. Once submitted, a Pacific Gas and Electric (PG&E) Trade Professional Manager will review your application and update your enrollment status.

Before you begin: • Please have your company’s Tax Status, Tax ID number, California Business License

number, and Contractor’s License number (if applicable) ready • Ensure you have the authority to enroll your company into the TPA program • The first user from your company to register on Energy Insight will be given the

administrative rights to monitor your company’s TPA account details

Step 1 Visit www.pge.com/tradepro or click here to start the Energy Insight Enrollment process.

Step 2 Click on “Not a member”

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Page 2: Energy Insight Trade Professional Alliance ·  · 2017-03-24Energy Insight Trade Professional Alliance . Enrolling in the Trade Professional Alliance (TPA) ... tool is simple! Follow

Quick Start Guide: How to enroll in the Trade Professional Alliance Cont’d

Energy Insight Trade Professional Alliance

Complete the New User Registration to obtain login credentials and agree to the Energy Step 3Insight Terms and Conditions.

ll rights reserved.

Step 4 Check your email to 1) confirm your email address, 2) obtain your User Name, and 3) create a login password.

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Page 3: Energy Insight Trade Professional Alliance ·  · 2017-03-24Energy Insight Trade Professional Alliance . Enrolling in the Trade Professional Alliance (TPA) ... tool is simple! Follow

Quick Start Guide: How to enroll in the Trade Professional Alliance Cont’d

Energy Insight Trade Professional Alliance

Complete the Trade Professional Alliance Enrollment Form and agree to the Trade Step 5Professional Alliance Participation Guidelines.

ll rights reserved.

“PG

&E” r

efer

s to

Pac

ific

Gas

and

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ctric

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pany

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ubsi

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Step 6 Check your email for an enrollment status updated. If approved, you can login immediately into Energy Insight to start accessing your Trade Professional benefits!