Smart Form + Workflow

Time-of-Use / EV Rate Enrollment

Rate switches without the billing surprises

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Side-by-side rate comparison card above the enrollment form, with an effective-date field auto-set and locked.

Rate switches go wrong when members don't understand what they signed up for. This template shows a plain-language rate comparison before the form, checks meter compatibility, and sets the effective date to the next billing cycle automatically. Billing gets a clean queue of pending switches instead of sticky notes.

What's included

  • Rate explainer + acknowledgment screen
  • Meter compatibility check
  • Billing-cycle-aware effective dating
  • Pending switch queue for billing

Features showcased

Save adds this template to your workspace. New to SaaS eForms? Your free trial starts when you save. Customize everything once it's in.

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Time-of-Use / EV Rate Enrollment

Free with any plan · Sets up in 15 min

Time-of-Use / EV Rate Enrollment

Free with any plan · Sets up in 15 min