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Smart360 New Service Connection - FAQ's

Getting Started & Application Methods

Q: How do I start a new service connection application in Smart360?

A: To start a new service connection application:

  1. Click the "New Service Connection" button from the main cso dashboard from the quick actions
  2. The system will open the guided application form interface

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: What are the two application methods available and which should I choose?

A: Smart360 offers two application methods:

  • AI-Powered Upload (Recommended): Upload a photo of a completed application form and AI automatically extracts the information
  • Enter Manually: Fill out the form fields manually step by step The AI-Powered Upload is recommended as it offers automatic form scanning, reduced manual data entry errors, and compatibility with printed/handwritten applications.

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: How does the AI-Powered Upload feature work?

A: The AI-Powered Upload process works as follows:

  1. Select "AI-Powered Upload" from the application method screen
  2. Click "Smart Upload" button to access the document scanner
  3. Upload or drop a photo of your completed application form
  4. The AI automatically extracts information and organizes it into Personal Information and Address Information sections
  5. Review the extracted data (missing fields will show red "X Missing" indicators, successfully extracted fields show green checkmarks)
  6. Click "Continue to Form" to proceed with the pre-filled information

Platform URL - https://platform.bynry.com/cx/consumer-management

Stepper Form Process & Navigation

Q: What are the steps in the new service connection application process?

A: The application process includes six steps

  1. Consumer Details: Primary and secondary consumer information
  2. Address Details: Service and billing address information
  3. Document Upload: Required documentation submission
  4. Plan Selection: Choose appropriate service plan
  5. Review: Final review of all information and corrections
  6. Payment: Fee payment and application completion

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: Can I save my progress and complete the application later?

A: Yes, you can save your progress at any time:

  • Use the "Save Draft" button available throughout the form
  • The system automatically saves form data every 30 seconds
  • You can resume your application later using your saved draft
  • All entered information will be preserved until you're ready to continue

Platform URL - https://platform.bynry.com/cx/consumer-management

Consumer Details (Step 1)

Q: What information is required in the Consumer Details section?

A: Required consumer information includes:

  • First Name (required)
  • Last Name (required)
  • Phone Number (required - must be unique in the system)
  • Email Address (required - must be valid format)
  • Category (required - dropdown selection)
  • Sub-Category (required - dropdown selection) Optional information includes VIP Designation and Secondary Consumer details.

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: What is VIP Designation and when should I use it?

A: VIP Designation is an optional checkbox that marks the consumer as a VIP for priority handling. Use this designation for:

  • High-value customers
  • Government or municipal accounts
  • Customers requiring special service priority
  • VIPs identified by management When checked, it affects service priority but doesn't change the required fields.

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: How do I add a secondary consumer to the application?

A: To add a secondary consumer:

  1. Check the "Add Secondary Consumer" checkbox in the Consumer Details section
  2. The Secondary Consumer Information section will expand
  3. Fill in the required fields: First Name, Last Name, Phone Number, Email
  4. Select the relationship from the dropdown menu
  5. All secondary consumer fields become required when this section is active

Platform URL - https://platform.bynry.com/cx/consumer-management

Address Details (Step 2)

Q: What address information do I need to provide?

A: Address information required includes:

Service Address:

  • House/Unit Number (required)
  • Street Address (required)
  • City (required - dropdown selection)
  • Area (required - dropdown selection)
  • Zip/Postal Code (required)
  • Premise Type (required - dropdown selection)
  • Premise Name (optional)

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: Can the billing address be different from the service address?

A: Yes, you can set different billing and service addresses:

  • By default, check "Same as service address" to use identical addresses
  • Uncheck this option to enter a different billing address
  • When unchecked, all billing address fields become required
  • The billing address must meet the same validation requirements as the service address

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: How does the address preview feature work?

A: The address preview feature provides:

  • Real-time preview updates as you complete address fields
  • Service Address preview displays when service address details are filled
  • Billing Address preview updates when billing address details are completed
  • Initially shows "Please fill in address details to see preview" until information is entered
  • Helps verify address accuracy before proceeding

Platform URL - https://platform.bynry.com/cx/consumer-management

Document Upload (Step 3)

Q: What documents are required for a new service connection application?

A: Required documents vary by setup but typically include:

  • Documents marked with asterisk (*) are mandatory
  • Document requirements are determined by the ONB (Onboarding) setup
  • Common requirements may include: Property ownership proof, Government ID, Address proof, NOC from society/building
  • All documents must be clear and legible

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: What file formats are accepted for document upload? A: Accepted file formats include:

  • JPG: JPEG image files
  • PNG: Portable Network Graphics files
  • PDF: Portable Document Format files
  • Files must be clear and legible for processing
  • Document verification may take up to 24 hours

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: How do I upload documents to the application?

A: To upload documents:

  1. Select the document sub-category from the dropdown menu
  2. Use the drag-and-drop area or browse functionality to select files
  3. Upload status will be clearly indicated during the process
  4. The system will verify file format compatibility
  5. Repeat for all required documents before proceeding

Platform URL - https://platform.bynry.com/cx/consumer-management

Plan Selection (Step 4)

Q: How do I select the appropriate service plan? A: To select a service plan:

  1. Browse available plans or use the search functionality
  2. Review plan details including name, description, billing frequency, and utility services
  3. Compare plans to find the best fit for your needs
  4. Click "Select Plan" button on your chosen plan card
  5. The selected plan will be visually highlighted
  6. You must select exactly one plan before proceeding

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: Can I change my plan selection after moving to the next step?

A: Yes, you can change your plan selection:

  • Use the "Previous" button to return to Plan Selection (Step 4)
  • Make a different plan selection
  • The system will update your choice and allow you to proceed
  • Your previous selections in other steps will be preserved

Platform URL - https://platform.bynry.com/cx/consumer-management

Review (Step 5)

Q: What happens during the Review step?

A: The Review step provides:

  • Complete summary of all information entered across previous steps
  • Missing field counts and "Edit" buttons for each section
  • Display of all filled fields and identification of required missing fields
  • Links to upload missing documents or select plans if incomplete
  • Three mandatory checkboxes that must be checked before submission
  • Application processing timeline information (typically 1-3 business days)

Platform URL - https://platform.bynry.com/cx/consumer-management

Q: What does the "Application incomplete" message mean?

A: The "Application incomplete" message indicates:

  • There are missing required fields or documents
  • All highlighted missing information must be resolved before submission
  • Red highlighting shows specific areas needing attention
  • Use provided links like "Upload Documents" or "Select a Plan" to complete missing items
  • The "Submit Application" button remains disabled until all requirements are met

Platform URL - https://platform.bynry.com/cx/consumer-management

Payment & Completion (Step 6)

Q: What payment methods does Smart360 accept? A: Three payment methods are available:

  • Cash: Requires amount, cash received, and date fields
  • Online: Requires amount, date, and reference number
  • Cheque: Requires cheque number, bank name, account holder name, routing number, bank account number, cheque date, and cheque amount All payment details must be completed before final submission.

Platform URL - https://platform.bynry.com/cx/consumer-management

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