Tracey Smith
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Recent activity by Tracey Smith Sort by recent activity-
Concession card - add, edit, end
Add a concession card To capture the customer's concession card details, click on the Customer Details menu then Concessions. Click on the Add button. Enter the information below into the Add co...
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Search - filters
If you want to refine your search, you can tailor your search results by selecting one of the below attributes from the dropdown list. For example, if you only want to find unit number "2014", sele...
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Buildings - add price plans
Utilmate has the ability to automatically allocate price plans to a customer moving into buildings based on their customer type and payment method (optional). To add a building price plan, go to th...
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MyProperty Manager - add users
To add property manager users in Utilmate, go to the Maintenance menu, System Configuration and select Property Manager Management. ADD A USER Click on the Add User button. Enter the below info...
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Meteorite Integration
By connecting Utilmate to Meteorite, you gain access to more than just smart metering. Meteorite specialises in 24/7 smart metering for water, electricity, and gas, offering a comprehensive subscri...
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Customer activation file - available columns
Column Mandatory Description account_name Y This is the name of the account responsible for paying invoices. Can be an individual, a husband and wife or a company/business name. account_...
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MyAccount usage
The My Usage page provides a 30-day comparison gauge of your customers: average daily usage average monthly spend Your customers can view their energy usage displayed by consumption and cost, wit...
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MyAccount invoices and payment
The Trasnaction History page provides your customers with their up-to-date account balance with a "pay now" feature allowing them to pay online. It also displays your customers latest transactions...
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MyAccount move in email validation
Protect your database from fake, disposable, & bad email addresses entering your system by validating the email address at the point of capture. As a user inputs their email address into your move-...
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MyAccount move in
If a consumer or existing customer is moving into one of the properties you supply a service too, they can easily get connected by using the move in form. Property relationship Owner Tenant Pr...