Referral tools for clearer next steps
These browser-only tools help you understand questions to ask. They cannot confirm eligibility, payment, or tariff suitability.
A simple order
Check the route, record the quote, then follow the timeline.
Use each tool to organise the questions you should check in the live supplier journey. Your answers remain in this browser and these tools cannot confirm an account outcome.
- 01 Identify the account and joining route.
- 02 Compare the live tariff quote and terms.
- 03 Check referral stages after a switch.
Tool one
Referral eligibility checker
Answer the questions below for general guidance only.
This is not a guarantee of eligibility. Read the official terms and see the full eligibility guide. Information last checked by the Octopus Happy Customers Team on 16 August 2026
Tool two
Referral timeline checker
Work out the broad stage of a referral after an application.
This tool does not guarantee a payment date. Use the missing-credit guide or contact Octopus Energy for account-specific support.
Optional tool
Tariff research selector
Find tariff categories worth researching, not a personal recommendation.
Printable resource
Tariff quote checklist
Record the live quote before you decide whether a referral offer is worth using. This is a comparison worksheet, not personal advice.
Do not rely on the £50 referral amount alone. Compare the live unit rates, standing charges, tariff type, annual estimate, contract terms, exit fees and equipment requirements in your own quote.
Sources and further information
Information last checked by the Octopus Happy Customers Team on 16 August 2026