Explaining why you ask for a utility bill
A homeowner may reasonably want to know why a document is needed before sharing it.
A practical approach
Explain which information the qualified reviewer will use and how the bill will be submitted. Ask only for the material needed for the analysis and use the approved secure process. Do not promise a specific result before the account details are reviewed. If the customer declines to share the bill, document the limitation instead of estimating their usage as fact.
Put it into practice
- Explain the review purpose
- Use an approved submission method
- Mark unavailable information
General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.