USING UTILMATE

DASHBOARD

• Billing exceptions
• Charge, receipt & adjustment approval
• Import meter reads
• Managing your activities
• Managing your work orders
• New and undelivered email messages

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MYACCOUNT

• MyAccount - add new contact
• MyAccount - concessions
• MyAccount - Products and Services
• MyAccount - white label
• MyAccount Alerts
• MyAccount invoices and payment

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MYPROPERTY MANAGER

• MyAccount - property manager
• MyProperty Manager - add users

CUSTOMERS & CONTACTS

• Add a contact
• Add a new customer
• Add a phone number
• Add an address
• Add an email address
• Add Identification

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PRICE PLANS & OFFERINGS

• Change a price plan
• Change an offering
• View price plan

BILLING & PAYMENT

• Split receipt
• Add a receipt
• Add an adjustment
• Better offer bill messages
• Billing Groups
• Bulk printing of invoices and correspondence

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INTERFACES

• Adjustments import interface
• Advanced meter data import interface
• Basic meter data import interface
• Bing mail integration
• Buildium integration
• Bulk call note interface

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API's

• Utilmate API library

MAINTENANCE

• Adjustment reason - add
• Adjustment reason - edit
• Buildings - add
• Buildings - add building conversion factor
• Buildings - add offerings
• Buildings - add price plans

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SITES & METERS

• Add a meter
• Add a meter read
• Consolidate accounts
• Deconsolidate accounts
• Estimated reads
• Exporting AM data

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REPORTS

• About reports
• Add Ons - Ezidebit payment report
• Add Ons - GoCardless payments report
• Add Ons - Stripe payments report
• Add ons - Zendesk ticket report
• Audit - adjustment report

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HOW DO I?

• Add a bond
• Do a bulk billing run
• Do a bulk billing run - multi user
• How to do a price change
• Instant invoice
• Login - 2-Step Authentication

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SEARCH & OTHER USEFUL TIPS

• Alerts and notes
• Audit information
• How to use search
• Search - by customer number
• Search - comma
• Search - filters

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