Tracey Smith
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Activity overview
Latest activity by Tracey Smith-
Tracey Smith created an article,
Add a bond
If your customer is required to pay a bond click on the Accounts Receivable menu, then select Transaction List. Choose Add Adjustment from the Other Actions button. Select Bond Charged as the adju...
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Tracey Smith created an article,
Add a new customer
Ask your customer: Their full name The building and property they are moving into If they have been a customer previously With this information, you'll need to check if the customer is a new cust...
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Tracey Smith created an article,
Add ons - Zendesk ticket report
The Zendesk Ticket report provides you with a list of all support tickets logged in your Zendesk application. A nightly process runs to match your Zendesk Support tickets to your customers in CRM. ...
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Tracey Smith created an article,
Add ons - Ezidebit payment report
The Ezidebit Payment report provides you with a list of all payment received. It can be run at any time from the reports menu. FILTERS This report can be filtered by: Start dateEnd dateMonth
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Tracey Smith created an article,
Buildings - close
Buildings (also known as sites or network nodes) are an important part of Utilmate and impact most reporting and default pricing for customers. To close a building, go to the Maintenance menu and s...
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Tracey Smith created an article,
Add a meter and read
In this lab, we'll show you how to add a meter and read. If you have meters in another system or spreadsheet that you wish to import, you can bulk import them into Utilmate using a csv file*. *Not ...
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Tracey Smith created an article,
Report schedules - view
Report schedules can be viewed from the Maintenance menu.
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Tracey Smith created an article,
Letters, Emails and SMS - bulk send SMS
Quickly and easily create and send SMS messages to groups. To send a bulk SMS message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard Send a bulk emai...
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Tracey Smith created an article,
Letters, Emails and SMS - bulk send merge template
Quickly and easily create and send an email message to groups. To send a bulk merge template message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard S...
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Tracey Smith created an article,
Letters, Emails and SMS - bulk send email
Quickly and easily create and send email messages to groups. To send a bulk email message, go to the Maintenance menu and select Letters, Emails and SMS. Click on the Bulk Send wizard Send a bulk ...