UMS
172 results found
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SERVICE ORDER Status
When choosing OPEN or CLOSED or PENDING you can choose it very easily and does not give you a " ARE YOU SURE" A second chance to make sure you are choosing the right status. We have found a few service orders that CLOSED was accidently chosen and was never done. I feel this needs a second verification.
2 votes -
Account Number Defaulted on the Control panel.
Pre Posey Township Water Corp.
We are not talking about when you select the search option that pulls up based on your last search.
We are wanting to pull a customer account up. Review their account and do what we need to do. Then be able to type in a new account number without having to double-click the account number selection. We want the account number on the control panel to stay highlighted at all times.4 votes -
It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due
It would be helpful id the techs and filter service orders by all that are due "today" This way they can only look at the ones that are due on the current work day. An additional advanced filter.
2 votes -
Export Reports in 'Prepare Meter Reads'
In UMS, in Reporting we have the capability to export to a CSV but when we go to Billing > Meter Reads > Prepare Meter Reads we're able to find the Meter Reads report, route sheet, and meter exceptions, however we don't have the capability to export these reports like we could for a customer list for example. For those meter reports I'm referring to we have to export from the print preview, but It would be a great enhancement request to export those reports from UMS.
1 voteWe need more votes on this request.
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External service order columns list (ElementsXS)
I think the External Service orders should have different columns then what are provided. We are using Elements for external service orders and so the Service Order No. should be replaced with the Task No. Also, the Scheduled End and Actual Start dates are the least important dates and should be replaced with the Problem and Resolution fields so that there is immediate access to what happened in the field instead of having to open the task itself.
2 votes -
Bad debt maximum past due balance
When running the Bad Debt Process, we do not want accounts that have over $10 balance to calculate. It would be handy to be able to put in a Maximum Past Due Balance field similar to the minimum so we do not calculate for accounts that owe over $10.
We would like a field on the adjustment process screen as well to only take off credits under $10 or on the Open Balance Report let us enter an amount.
9 votes -
1 vote
We need more votes on this request.
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MSOs showing open/closed by default, should show open only by default
When a tech logs into Service Orders they should only see open by default.
3 votes -
Location drop down at a glance screen
under the location drop down, could you add a start and end date for each occupant. It would be helpful to have this information on one screen.
9 votes -
Add Customer Balance as a merge field option
So when sending letters, notices, etc to customers, you can send one to the customer with total balance for all locations under that customer. Will save time and money and be more streamline and convenient.
Thank you1 vote -
Larger font size in windows and in printout reports
On the Account Control Panel window, it is possible to increase the size of the window, and therefore the font, of the window. This is very nice and we just discovered it was possible.
Would like for this to be possible for all windows and also for printed reports. Some of the printed reports are very small font and very hard to read.3 votes -
No Credit Cards After
Create a company option for No Credit Card Payments after X disputes for accounts.
1 voteWe need more votes on this request.
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Arrow key for Gateway Reconciliation dates
Hello!
if it would be possible to add arrow keys forward/back for the date selection on the gateway reconciliation that would be an amazing quality of life update so that we could just go next day, instead of clicking each day twice it would help a lot especially when we have to go through whole months day by day.3 votes -
Communication Results Report
Add what limit options were used on the delinquency process that triggered the Communication Results report.
1 voteWe need more votes on this request.
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Auto Payment Report
Add a limit option for "Notify in Advance." The report would then display only accounts where the Notify in advance is selected.
1 voteWe need more votes on this request.
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Consolidated bills
The ability to email a consolidated to the master account only. We were told that consolidated bills have to be printed and physically mailed. Our consolidated customer received their bills via email. The idea of a consolidated bill is good but there's room for much inprovement.
4 votesWe need more votes on this request.
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Payment Reminder Emails
The ability to send payment reminder emails in advance of the payment. For people on arrangements this notice would contain the due date and payment amount. For auto-pay accounts, this notice would contain the amount to be drafted, the date of the draft, and the last 4 of the account number to be drafted.
13 votesWe need more votes on this request.
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Request for Additional Fillable Fields on Online Service Order Form
Has your service tech. ever opened up a meter changeout work order but was not able to enter the serial numbers for the new meter and/or transmitter in pre-designated fields? Line items for this information can be seen on a printed service order, but there are no field "prompts" for entering this information on an online service order. See below. Please vote for this time-saving, accuracy promoting, environmentally conscious (just say "no" to paper waste) improvement. Thank you!
1 voteWe need more votes on this request.
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Transfer Individual Charges
Would like to have the ability to transfer individual charges rather than only having the option to transfer an entire balance. It would be cleaner than to have to adjust the charge off one account to then have to perform a miscellaneous charge to another.
25 votes -
Multi document scanning
The ability to scan multiple documents at once in order to save all the files for the customer within their account to have easy access for all their records and not have to have a multi-step process to upload a stack of forms.
1 voteWe need more votes on this request.
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