Tracey Smith

  • Total activity 582
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Activity overview

Latest activity by Tracey Smith
  • Tracey Smith created an article,

    Updating your Life Support templates

    Updated Life Support templates (June 2026) have been released to ensure customer communications align with current regulatory requirements and industry best practices.Life Support communications ar...

  • Tracey Smith created an article,

    Buildings - add building conversion factor

    Building conversion factors are used when meter readings need to be converted from one unit of measure to another before billing. This is commonly required for NSW hot water billing where water con...

  • Tracey Smith created an article,

    WorkForce - Field Agent - Edit work order

    The Jobs screen in WorkForce allows field agents to view, manage, and update assigned Work Orders directly from their mobile device. Field agents can access job details, record meter readings, uplo...

  • Tracey Smith created an article,

    WorkForce - Field Agent

    WorkForce Field Agent provides field staff with mobile access to assigned Work Orders, allowing them to manage and update jobs directly from the field. The application enables field agents to view ...

  • Tracey Smith created an article,

    WorkForce - Edit work order

    The Jobs screen in WorkForce allows field agents and office users to view, manage, assign, and update Work Orders within the system. Users can filter and manage jobs based on status, job type, assi...

  • Tracey Smith created an article,

    Workforce

    WorkForce is part of Utilmate’s cloud-based job scheduling and dispatch add-on software, designed for businesses managing mobile, field-based, internal, or external workforces. It streamlines dispa...

  • Tracey Smith created an article,

    WorkForce - Add work order

    WorkForce allows users to create and manage Work Orders for field activities, including meter reads, connections, disconnections, investigations, maintenance, and other service requests. Creating a...

  • Tracey Smith created an article,

    Do a bulk billing run - multi user

    Within billing teams, it’s common to have agents or account managers responsible for specific buildings, communities, or sites. These agents often need flexibility in how and when billing is carrie...

  • Tracey Smith commented,

    Thank you, Christian, for bringing this to our attention.  The MyAccount customer usage logs are available for past 2 calendar months only.  I've updated the article to include thiis important info...

  • Tracey Smith created an article,

    Billing - Reversing invoices

    In day-to-day billing operations, mistakes can occasionally occur—whether it’s an incorrect charge, a duplicated invoice, or a change that needs to be reflected after an invoice has already been is...