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143 results found

  1. Duplicate For Contacts on Ebills

    When sending out Ebills the Duplicate for Contacts is set as a default. We would like to see this removed & be able to select the option if needed.

    3 votes

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    1 comment  ·  Admin →
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  2. 3 votes

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    1 comment  ·  Admin →
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  3. Shutoff Process notice description

    An enhancement to the shutoff process to allow users to edit/insert a "reason" or "notice type" description that can be displayed on the Account History tab. We have multiple types of notices but they all show as the same one in the history.

    3 votes

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  4. 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.

    3 votes

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  5. Adding a next work order button

    Adding an advance forward or previous work order button to the edit service order page. When you click on a service order to view it, you might have considered a different work order; instead of going back to the main page, the back or forward arrow will allow seeing the subsequent service order. This will benefit the field crew or workers as well.

    3 votes

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  6. report type applies to export

    When exporting a report, I would like to be able to apply the report type - Detailed or condensed to the CSV export without having to export the report from the preview screen which then includes data that needs a lot of clean up.

    3 votes

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  7. 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 votes

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  8. Expanded Service Order description field?

    Can the description field for Service Orders be expanded to be more descriptive?

    3 votes

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  9. Location Deposits/Statements

    Our District has account deposits based on location. When a location is a rental property, we do have the option of having the renter as the customer and both the renter and owner will receive a monthly statement. Our issue is that when we print the first statement for a new renter, all deposits that have been made on the location will reflect on the billing statement. Even when the deposit was made 2, 3 years before. We prefer to NOT have this information reflect on the statement, as long as it was not processed during the statement period. Would…

    3 votes

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  10. 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?

    3 votes

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  11. Improve CSV files so that when export consumption data accounts with a high low meter or meter change out are accurate.

    When I am running a Consumption report and there are accounts with either high/low meters or meter change outs and I export the data the CSV file carries both the consumption and charges for those accounts double. This means the report is inaccurate and not able to be used as is. Further you would have no idea that this is happening unless you comb through the report which is not realistic. Please fix this for accurate reporting. You can compare what the accounts should really look like in the pdf version. Use Pennfield School - 110 Sandy Point Ave -…

    3 votes

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  12. For Service Request Manager, add additional contact fields for more phone numbers w/descriptors

    For the Service Request Manager, add more options for the customer to include more telephone numbers w/descriptors

    3 votes

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  13. Plants/Wells set as wells for gallons pumped and not standard account for gallons billed

    My plants/wells are currently set up as a standard account. My old system accounted for these being wells and treated them as such utilizing the gallons as pumped and not used. It would then put it on a report with the gallons billed to create the percentage and gallons of water loss for the month. As it is, we have to calculate the consumption for the plants and then put it in the operations summary in order to view the percentage of water loss. It would be really nice to have this automated.

    3 votes

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  14. Rate Code List Report Enhancement

    Add same limit and code filter options that are available on other reports to the Rate Code List report. Also add date range option so you can filter by the effective date of the rates.

    3 votes

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  15. Secondary/Spouse Name to Reflect on Mailing Labels

    Would like to have the option to include the Secondary/Spouse's name on the core mailing labels/report.

    2 votes

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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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