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UMS

177 results found

  1. Show Audit for changes on service orders

    Logged on behalf of Tangipahoa Water District

    8 votes

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    1 comment  ·  Admin →
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  2. Mass Entry of Locations

    We support a growing community where a new neighborhood of houses is developed with over 100 houses many times a year. We need an import tool from excel that allows us to mass enter new locations so we don't have to enter each one manually one by one.

    8 votes

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  3. Meter Change Report

    Meter change report – To allow the meter changeout report to include the old and new meter number and reading. Currently the report only provides the old meter information, so we must pull another report and do a comparison with the account numbers to get the new meter information. Also including the removal reason in the changeout report. Being able to properly track the reason why our meters are being changed is very important, so that we can determine if a specific brand or make of meters should be re-purchased. The option to select the removal is available, but its…

    8 votes

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  4. Automatic Website Maintenance Mode

    We would like to be able to have our website go into maintenance mode every evening 15 before and after our batches settles. This would help immensely with reconciliation and customers who pay right when our batches close.We know there is a way to manually do it every single day, but we would like for it to be automatic.

    8 votes

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  5. High Usage Automated Calls

    We are starting to use the meter exceptions report for automating phone calls for customers for high usage.

    If possible we would like to know if the following can be added:

    -In the IVR/Email template that goes out, we would like to have the unbilled usage in the template. Letting customers know how many gallons actually are included in the high usage should field some call backs

    -A note being added to the account when the calls/emails are sent with. When we send Statements a note is put on the account and this would be helpful as well when a…

    8 votes

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  6. use label Bad Debt in the place of Final

    When someone is place in bad debt the account is still labeled at the top of their account as "Final". There is an icon indicating they are in bad debt but it doesn't jump out at you. It would be great if in the place of "Final" at the top if it would say "Bad Debt" and then if moved out of bad debt that would become "current" again

    8 votes

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  7. Service Order Control Panel

    Provide a way to delete open service orders in mass vs. one by one.

    7 votes

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  8. 6.10 update - usage history button

    What a treat viewing usage history on the enter readings screen, very helpful. Any chance you could enhance this more by modifying into the very same usage tab that's on the Account Control Panel? How great it would be to regroup every detail.

    Thank you for your consideration,
    Terri

    7 votes

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  9. Ability to Split Imported Payments from Gateway

    We had a customer make a payment through the CWP. When they paid on the CWP, they paid on (2) locations with the same customer number by making (1) payment. This payment got "stuck" in Gateway and needed to be imported to the customers account(s). Gateway does not give the option to split the imported payment across the (2) locations. If the customer was able to select the (2) locations on the CWP to split the payment, it would be nice to have the option to split the payment when importing from Gateway. Instead, we had to import the payment…

    7 votes

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  10. 2023 User Summit-Code Filters

    Rate Code List - As for the code filters the only thing I was mentioning as of now is that in Code filters on the Services and Rates tab, you can only Add services and rates. You can't Include or Exclude like you can on other tabs for Customer and Locations.

    7 votes

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  11. Rate Code, Meter Size variance - Include on Error Report

    If there is a variance between the rate code and the meter size, would like this information to be included on the error report once monthly charges are calculated. We came across input errors by accident - this caused loss of revenue, in some cases, for 6+ months.

    7 votes

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    1 comment  ·  Admin →
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  12. print note button

    It would be very helpful to have a quick print button to print notes placed on a customer account or location.

    7 votes

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  13. Ability to change the phone type without having to delete and re-add the number

    Ability to change the phone type without having to delete and re-add the number.
    It would be a lot more convenient to be able to modify a phone number type from say home to cell instead of having to delete it and then re-enter it. The way it works not leaves room for error having to delete and then re-add the number just to change the type.

    6 votes

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  14. Customer Tab Active Box

    Get rid of Customer Tab Active Box and make Active equal to Current and Inactive equal to Final. Location active and inactive would have the preface of location or service to know the difference. This is needed for UB4 as well. Users can deactivate the services if not needing to bill. That way reporting does not change with the active customer box.

    6 votes

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  15. 6 votes

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    1 comment  ·  Admin →
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  16. 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.

    6 votes

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  17. 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…

    6 votes

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  18. Remove old deposits from the Account Control Panel that have been refunded/consumed

    Instead of showing all deposits, have an option to only show deposits that have an amount holding and have the option to show old deposits (maybe something similar to showing removed devices).

    6 votes

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  19. Usage Notifications -Daily Meter Reads (AMI Customers)

    For customers using AMI with the ability to utilize UMS/UB4 daily meter reads. The following notifications via email, text, sms are needed.

    Daily Usage Alerts (Alert when a meter us using more than a given amount in a day) with a user-defined “Alert me when usage exceeds the amount.”

    Multi-Day Alert (Monitor meter usage over 7 days) with a user-defined “Alert me when usage exceeds.”

    Billy Cycle Usage Alert (monitor 30-day usage) with a user-defined “Alert me when usage exceeds.”

    Customers need the ability to set these alerts from CWP, but they should also be part of UMS/UB4 communication preferences.

    6 votes

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  20. Credit Card failure codes

    When reviewing customer payments in the payment services dashboard on the CWP, can we see all reasons for failed payments to be able to explain to the customer when they call in for assistance?

    6 votes

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