MyAccount move in

If a consumer or existing customer is moving into a property where your services are provided, they can easily get connected by submitting the Move-In Form through MyAccount. This form simplifies the move-in process and helps customers get set up without hassle.

Property relationship

• Owner
• Tenant
• Property Manager
• Other

Type of account

• home
• business

Service info

• Address - users enter their address which they want to connect your service by typing the building or street name.  Utilmate searches your database of properties to locate the property. If you prefer to use Google address lookup, please log a support ticket.
• Service start date - allows users to choose the current day and forward dates. If you would like this to be configured to exclude weekends, public holiday, or would like users to select dates prior to the current day, please log a support ticket.  
• Life support
• Concession cardholder

Note: If you would like a same-day connection checkbox acknowledgement (checkbox which users must check before proceeding, please raise a support ticket).
The site identifier or national metering number can also be added the form.

Address confirmation

This can be set up to allow users to confirm their move-in address - log a support ticket, and we'll configure it for you.

Contact info

• First name
• Last name
• Date of birth
• Email - refer email validation
• Mobile number
• Phone number
• Identification - drivers license, passport or adult proof of age
• Business name - business account
• Trading name - business account
• ABN number - business account
• Phone number - business account
• Email - business account
• Add contact - allows for a second contact to be on the account

Contact info verify

Email verification is a security process that confirms a user's identity. It's used to ensure that the email address provided is valid and accessible and that the user is legitimate.

Billing info

• Billing option - email or post
• Billing address
• Set up a direct debit (this will be displayed once the user has submitted the move-in form).

Confirmation

The confirmation tab displays the entered details and allows the user to edit fields if the information has been entered incorrectly.  It also lists your fine print paying attention to pricing information, invoice delivery and payment frequency, and payment options. 

Once the user ticks the privacy and credit policy and terms and conditions checkboxes and hits the move in button, the form submission is automatically sent to Utilmate and listed in Calls & Activities ready for your action. 

Once the user has submitted the form, a MyAccount move in welcome email is automatically sent.