UMS
147 results found
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3 votes
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Rework Disallowed Payment Methods
We have a customer we would like to disallow online credit card and online check payments for. However, after check marking those methods in the attached screen, the customers is still able to make payments using those payment methods online. It does not keep the customer from being able to make their payment. It only leaves the payment "stuck in Gateway." And then our office either has to refund or import the payment and notify the customer. If the customer attempts to make a disallowed payment, they should receive an error message stating so, and to contact our office.
2 votesThis feature is planned and will be on a future release.
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Integration with ESRI Maps on Mobile Service Orders
Ability to display an Esri map on Service Orders instead of google maps.
2 votesWe are looking for votes on this request.
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Service Order Creator
Advance filter for the Creator to see only the orders they have created for follow up (if they get tagged or not).
2 votesWe are looking for votes on this request.
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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 -
Miscellaneous Statement for Specific Transaction Type
Please allow for the mass creation of Miscellaneous Statements limited to a specific transaction type or code.
For example, we add a Reconnect Fee after a customer has been disconnected and then service restored and that fee is due in the future. Currently, I have to run the Miscellaneous Statement process in each individual account to apply the Due Date so it does not potentially get captured in other processes that have a Due Date added.
If I could filter by code, that would be much more efficient!
2 votes -
Charge date in payment detail
In the payment detail, show what charge date the payment is being applied to. In the detail below, $12 and $37 were applied, a field showing that they are for the 4/12 (or 3/10 or 2/12, whatever) charge would be great.
4 votesWe are waiting for more votes on this request.
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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 votesWe need more votes on this request.
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Missing/Inactive Services
Allow the missing service list to include inactive services, not just missing. We bill gas and I would like to run a report to find if any customers that did not get a fuel charge with the gas charge.
5 votes -
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 votesWe need more votes on this request.
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Create a report that would reflect an owner with all the locations associated with the owner number.
Create a report that would reflect an owner with all the locations associated with the owner number.
11 votesWe are reviewing this request.
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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 voteThis request needs more votes.
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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.
5 votesWe need more votes on this request for this to be considered.
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AND statement on UDC reporting
The ability to turn the code filter option to an AND statement instead of an OR statement when reporting on multiple UDC codes.
Example: Pull customers who have an UDC code of "Well" AND " Multiple Meters"
ZD 76758
10 votesWe are reviewing this request. Please be sure to vote if this is important to you.
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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 votesPlease vote on this request if you would like to see the feature added to a future version of UMS.
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Remove unwanted gateways from tools in UMS
For companies with multiple communities/companies need the ability to remove unwanted gateways from their tools in CWP/Gateway Rec.
Something such as an active box within the gateway set up.
Unchecking the box , making the gateway inactive will then hide the company from appearing in tools such as gateway reconciliation.2 votes -
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…
7 votesWe are reviewing this request.
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Add Meter Size Filter to Average Charge List Report
Add Meter Size to the Code Filters to be able to filter ALL charges by meter size as opposed to grouping.
Currently, the meter size grouping breaks out non-metered charges (garbage, etc.) from the metered charges under the category "none". This is good if you are evaluating ONLY water charges. However, if you want to easily obtain average charges for all services, for example to evaluate whether the current deposit amount is still sufficient, this report will not give you that.
2 votesPlease vote if this is something you would like to see changed on a future update.
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Allow any UMS user to access the CWP
Allow employee's to be able to view the CWP as an Admin and not only a CSR.
This way I do not have to give Admin access to employee's that really do not need it. They can be set up under their designated role, but also be able to look up batches, e-payments, etc. in the CWP
4 votesNeed more votes.
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SERVICE ORDERS Viewing CLOSED in the field
Our service Techs are using mobile service orders in the field and would like to be able to VIEW ALL ORDERS, not just open orders.
They can't look at closed orders which I verified with Jon Witt. The only way is to search by address but if they just need to see what orders were done the past few days that are closed they can't This is important if a wrong meter got shut off, etc.2 votes
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