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  1. 1 vote

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    0 comments  ·  Admin →
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  2. View Consumption History Through Service Orders

    Make it possible to view Consumption History information in Mobile Service Orders.

    1 vote

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  3. Service Orders: add "Open Comments" text to list views within service orders

    Add "Open Comments" that can be created with service orders to the list view so that operators do not have to open each service order and can quickly view comments in the list views.

    4 votes

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    1 comment  ·  Admin →
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  4. Add Merge Field for Community Phone Number

    On behalf of: Del Oro

    Please add a merge field for Community Phone Number - for use in Message Templates, etc.

    The current alternative is to maintain duplicates of each template for each Community, with Community info inserted statically, which is not feasible for 23 Communities.

    Merge Field parity between Company and Community would be ideal, but Community Phone Number is currently the most pressing omission.

    Thank you!

    2 votes

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  5. Future Date Read Changes

    Allow for mass future dating. Currently unable to set billing periods (prior/current dates) in masse for a future date.

    2 votes

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  6. change from commerical account to residential account

    when account in changed from commerical to residental or other way can a popup or alert be added to remind to go and change rate codes to match

    2 votes

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  7. Customer Contact Wizard Impovements

    (1.) It would be very helpful to see the service address listed in the Customer Contact Wizard as well customer number. Neither of these are included presently. Location number is there, which is very helpful, but when we need to eliminate groups of customers, we do not have associated service addresses memorized and so cannot tell who to eliminate and keep. Why make extra work when we have this awesome, powerful database with all of this information in it? We do not personally need "Linked Account number," but perhaps others do.
    (2.) Also, it would be great to add the…

    3 votes

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  8. Customer/ Location Report that includes both Service/ Location Address and Customer mailing address

    I think that we are missing the most basic and "complete" report from UMS for mailing in that there is no report I see that gives me both the Location address and the Customer mailing address so that I can see that I am addressing the locations I want when mailing. The report should include all of the following:
    Location Number
    Customer Number
    Location/ Service Address
    Customer First, Last Names
    Customer Mailing address, phones, emails
    Owner First, Last Names
    Owner Mailing address, phones, emails

    This report does not, for me in particular need to include the CUSI/ UMS "Account Number"…

    6 votes

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  9. Levelized Filter

    I would like to have Levelized Plan customers added as a filter to reporting so that those accounts could be pulled out and analyzed.

    2 votes

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  10. Prevent Duplicate Emails on Communication Wizard

    Communication wizard – ignoring duplicates:

    You can see below an example. Thornwell Home is an orphanage in Clinton SC with multiple buildings on gas. Their email is in each one. These are just a few of them; there are more. As it is, an email to billing@thornwell.org will go out to each one. I can see the duplicate need for e-statements or payment receipts, but to send an email for something else requires a lot of prep work to delete duplicates. As an example, if we wanted to notify this route that work was being done, each account would get…

    2 votes

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  11. budget

    I would like to have an "As Of" report that would show how much a customer or range of customers are either ahead or behind on their Budget Billing plan. I know it can be seen on an individual customer's account history, but for our audit we would like to see totals so that we can come to a Deferred/Unearned Revenue balance. If it ever were to come a day to close the business, how do we know how much is owed or due from customers?

    2 votes

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  12. On payment reversals

    it would be helpful if you could indicate if it was reversal was done through the gateway.

    3 votes

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  13. Customers on ACH and on Payment Arrangement

    It would be helpful if the Auto Draft would be able to pull the arrangement amount which includes the current amount due. Right now, a customer needs to either remove their Auto Draft information or we must go in and manually (remember to) change the amount that should be drafted each month. See the attachment. There also needs to be a way for there to be a one-time payment, like the $100.00 only, in the arrangement since they must pay something.

    Example:
    If the bill was $600.00 due 12/15, and their arraignment was that they would
    pay $100.00 on 12/15…

    4 votes

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  14. Add Actual Customer Payment Counts to Pre-Posting Reports

    We would like to see total actual customer counts which we are required to report on for daily metrics on tasks that the CSR staff completes. Total number of customer payments accepted is not currently found on Pre-Posting. We need a way for UMS to provide an easy way to determine a total number of payments entered when entering multi-location/account payments for each user. Example take 1 check that applies to 10 rental locations, this is counted as 1 on the Pre-Posting report. We would like to see a total count of Customers accounts that had payments applied to them.

    2 votes

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  15. Street number sorting in searches

    I would love to see the street numbers (house/ address number part of address) in street address sort numerically as in 1,2,3,..10,11,12,..21,22,23...30,31...100,101, etc. instead of 1,10,100,...2,20,200,2001,21,22, etc. so that we can see true order of addresses when searching. Thank you! :)

    2 votes

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  16. Select All for UDC Reporting

    We need a Check all box in the code filters - UDC Codes - I have 18 and have to click each one separately.

    2 votes

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  17. Add Alert to Clear Readings before Model Changes

    Add an alert/error message in UMS >> Manage Installations. When a user is editing an inventory item to "Change Model" on the device if unbilled meter readings/usage exist the users will not see all models available in UMS. It would be helpful to have an alert displayed instructing the user to CLEAR ALL readings from the meter to see available models.

    2 votes

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  18. multiple autopay options for the customer

    A customer should be able to determine if they want weekly, bi-weekly, or monthly autopays drafted either for the full bill amount or partial bill amount. It would work wonders for collections if they had an autopay option that aligned with the customers' needs. Right now we control the draft and the only clean way to do it is to offer once per month. Using location codes is not a clean way to do this. It should be controlled by the customer from the payment portal and less of a manual process on our end.

    Ideally a message saying run…

    2 votes

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  19. Add in the ability to search by route or sequence number while using mobile service orders.

    Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.

    2 votes

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  20. 2023 User Summit-account history

    Saving history on an address when name and address is changed.
    audit on name & address fields visible in the UI. and/or be able to reprint statements with the original "customer info" (name & address) at the time the statement was created.

    6 votes

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