UMS
222 results found
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Tax Exempt Certificate Management
A business customer has a meter with usage and should not be incurring sales tax because they have a tax exemption certificate. These tax exemption certificates have an expiration date. Please add the ability for a customer account to have information regarding tax exemption: active or inactive and the expiration date. We need to send out reminders to those customers when their tax exemption is expiring so we can get their updated certificate. It is also an onboarding step for new business customers to ask for their certificate if they have one.
1 voteThis request has been declined due to lack of votes.
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Service Order assignment
Need ability to enter field worker name in the "assigned to" field. The office workers do not do the work and they are all that are able to be filled in that field.
1 voteService Orders can already be assigned to any account deemed a 'Field Service Worker' or another UMS user with adequate permissions. Please contact your Account Manager for Field Service Tech users, which are designed for this very reason and can even access the web based Mobile Service Order (MSO) platform from the field.
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Service order
SERVICE ORDER - Previous (FINAL) customers name prints on service order. Needs to be blank in the name field unless a new customer has already been moved in before the service order is entered. We have instances where the service (water) is turned on for cleanup and then back off and no customer needs to be listed. We do not put landlords in each time someone moves out.
1 voteCame up with a workaround to create a service order with customer information blanked out for their use in this instance.
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3 votes
This request was declined due to lack of votes and the fact that a lot of reports already have active/inactive filters.
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Service Order Dashboard - Service Order Notes
It would be nice, if when the crew log into the Service Order Dashboard that they can see a preview of the work order notes.
3 votesThis request has been declined due to lack of votes.
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Remove unwanted gateways from tools in UMS
For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
Something such as an active box within the gateway set up.
Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.2 votesThis request has been declined due to lack of votes.
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Revenue class
Locations need the ability to change between revenue classes without impacting prior or future customers at that location. If a house (Residential) is bought & turned into a restaurant (Commercial), the change to Commercial makes all customers who have been there Commercial.
5 votesThis request would require a major overhaul of how the software currently operates. Due to this fact, in addition to the number of votes, we are declining this request. As a workaround, we would suggest creating a new location with the different revenue class instead of changing the revenue class. That way the historical information would remain accurate. Another option is tracking by rate code versus Revenue Class. Rate codes are historically tracked on all financial and consumption records.
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Add Meter Size Filter to Average Charge List Report
Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.
Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.
2 votesThis request has been declined due to lack of votes.
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Delete Unbilled Usage
FP 91139. When making a metered service inactive - add an option to delete the unbilled consumption for all services billing based upon the metered service. Example: When making water inactive they want to remove the sewer consumption also and only bill the base fee. Presently, we only remove the unbilled consumption for the service being made inactive and other services continue to bill the recorded consumption.
3 votesThis request has been declined due to lack of votes.
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2023 - User Conference | Lead and Copper Tab
With the New Lead and Copper Rules the EPA has put out, I think it would be beneficial to add a tab in the location panel. If we could have 3 columns with 3 rows for Year Location Installed, Material from Main to Meter, Material from Meter to Tap, Change Out Required, Lead Change Out Date, Image Attachment, Verification Method, Verified By, and Verification Date.
If we could search/report on the year location installed, material from main to meter, material from meter to tap and change out required would be great. The year location installed would be great overall, just…
10 votesWe are working with a third party for this integration. Please contact your Customer Success Manager for details.
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SERVICE ORDERS Viewing CLOSED in the field
Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.2 votesThis request has been declined due to lack of votes.
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SMS Option For Contacts
Allow contacts to have an SMS option without signing up for the CWP. This way if an owner, emergency, etc. contact wants to be notified of a statement, high usage, etc. SMS, this would be an option available for them.
5 votesThis request has been declined due to the number of votes.
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Fund Accounting Entries
Need the ability to disable open credit applies when fund accounting is in use. Presently, credits are redistributed causing mixed fund entries. Another option is the ability to create an entry at the time of posting to review funds and make the due to/due from entry as needed for out-of-balance entries.
2 votesThis request has been declined due to lack of votes.
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Expanded Service Order description field?
Can the description field for Service Orders be expanded to be more descriptive?
4 votesThis request has been declined due to lack of votes.
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Default Autopay to Required Amount (Statement Balance)
When customers are signing up for Autopay, they are being defaulted to Pay Account Balance instead of Required Amount (Statement Balance). I am changing this based on the email notifications I receive. This should be the other way around (default to Required Amount) to avoid drafting more than what the statement said.
2 votesThis request has been declined due to lack of votes.
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generate a NSF letter from transaction in history
add an option in history tab so when a NSF transaction is highlighted, there is a generate notice option available
4 votesThis item has been declined due to lack of votes.
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Message Center Notes
It's extremely unhelpful that every location note appears in the message center box. There are lots of notes that one may want to stay with the location no matter the customer. It would be much more helpful to be able to chose what notes appear in the message center. It seems like that should already be an option since there is already a feature that allows you to categorize notes.
2 votesThis request has been declined due to lack of votes.
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Customer contact wizard
It would be nice to have the ability to limit duplicate messages for customers with multiple accounts having the same email/cell phone information in each one. Some sort of filter to send communication to an email address once.
9 votesThis work has been declined because when duplicates are removed for multi-location accounts, location-specific merge fields will only be able to show information for the single customer/location record that it was limited to and not all required fields.
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Credit Card Processing Fees
There needs to be a line item on the credit card receipt what the credit card processing fees are with the grand total that they were charges.
1 voteBecause processing fees for TURNKEY merchant providers are collected by a third-party and not stored within the UMS database, there is no way for these fees to be included on a receipt generated within UMS. A customer paying online, however, can print the receipt directly from the website which will include the processing fees.
We are looking at changing this for our new web-based UB4 solution.
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Credit Card Processing Fees
There needs to be a line item on the credit card receipt what the credit card processing fees are with the grand total that they were charges.
1 voteBecause processing fees for TURNKEY merchant providers are collected by a third-party and not stored within the UMS database, there is no way for these fees to be included on a receipt generated within UMS. A customer paying online, however, can print the receipt directly from the website which will include the processing fees.
We are looking at changing this for our new web-based UB4 solution.
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