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UMS

148 results found

  1. Ability to remove, delete Customer after defined period

    I would like the ability to individually select customers to remove/ delete after a defined period of inactivity that I specify such as 5 years, 10 years, etc. It would not affect Location notes, data, items specific to location, would not affect meter changes/ data but would delete that specific customer's financial history, customer and account notes specific to that customer and/ or period of time selected. It would also make their customer number now available for use.

    1 vote

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  2. Printed/Saved Service Orders - Transmitter Numbers Showing as Meter Numbers

    Currently, there is a line on the service order that describes the meter info + transmitter number as well as an additional line that relists the transmitter number but shows it as meter number and the transmitter number. This duplicate information and confusing. We would love to see it go back to only one line item listing both the meter and transmitter OR it being listed in a more clear manner.

    1 vote

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  3. E-Check auto pay option

    I would like for the customers to be able to use e-check for auto pay

    1 vote

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  4. let it start numbering new accounts at a number set by the user not by the highest numbered account

    Have UMS start numbering new accounts at a number set by the user not by the highest numbered account. We have our regular customer accounts starting with 1353001 and going up. We'd like to set this as the "next account # to use" and then let the system count up from there.

    1 vote

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  5. 1 vote

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  6. View Consumption History Through Service Orders

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

    1 vote

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  7. 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 vote

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  8. Mobile Service Orders Options

    We'd like to be able to limit the completed MSO's on the map. This way the tech can see what orders are nearby that still need completed via the map. We'd also like additional options for the tech to select days, routes, etc on the map to view upcoming orders.

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