The Basics - The Dashboard

The Dashboard is your central hub in Utilmate, giving you a real-time overview of your business performance at a glance. It brings together key information—such as billing activity, customer insights, and system alerts—so you can quickly understand what’s happening and take action where needed.

Designed to surface the most important data in one place, the Dashboard helps you monitor trends, identify issues early, and stay on top of daily operations without needing to navigate through multiple areas of the platform. 

Other useful resources:

• Import Meter Reads
• Unbilled Transactions
• Charge, Receipt and Adjustment Approval
• New and Undelivered SMS Messages
• New and Undelivered Email Messages
• New and Undelivered Posted Mail
• Open Work Orders
• Managing Your Activities 
• Run Scheduled Tasks