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UMS

158 results found

  1. Retain History of Budget Billing

    We need to be able to look back and see the history of what customers have paid in previous years on budget billing. Once the new amount for the coming year is established, then the past amounts are no longer tracked so we cannot see the trends/history when discussing with the customer.

    1 vote

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  2. Add in the ability to search by route or sequence number while using mobile service orders.

    Having the ability to search by route or sequence number while using the mobile service orders/app will allow Field Techs to instantly identify which customers will be affected by water outage in the field. This will expedite the notification process from the field and office.

    3 votes

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  3. 1 vote

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  4. Edit Reporting Available for Scheduled Tasks in UMS.

    Under Management > Schedule Tasks. We would like to be able to pick different reporting other than Aged Receivables. Our specific report we need is Pre Posting Financials Review.

    Posted on behalf of Kristy at Loves Park

    1 vote

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  5. Cancel linked Service Work Order after posting a Transaction Reversal for a Shutoff

    Develop a process to allow end users to cancel, or at least be reminded to cancel, a Service WO that is linked to a Shutoff that was recently reversed using the Transaction Reversal Wizard.

    1 vote

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  6. Bill Register

    Bill Register – To generate the account and utility status on the bill register. As mentioned, being able to identify the account and utility status is key when scrutinizing accounts for billing.

    4 votes

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  7. Calculate Bills

    Calculate – Bill Process – Allow for a drop-down option or field where we can calculate multiple accounts at a time. Currently for loose bills we can only calculate one account at a time; so being able to have the option to enter multiple accounts, would make the calculation process for loss bills much easier and less time consuming. As seen in the example below, we can manually enter the accounts we want to bill or calculate.

    4 votes

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  8. 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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  9. Refund List Report Sort Ascending/Descending

    You can currently sort the report by "date of refund" but it defaults to newest to oldest ascending. We would like to be able to sort by refund date oldest to newest instead.

    1 vote

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  10. Required Fields

    Add *Required Field to work orders such as the following:
    Name of person completing the task
    Meter Read
    Meter Number Information.
    We think that with these additions it could help with cleaning up the system and things that may get overlooked would not as likely.

    1 vote

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  11. 2023 User Summit-Duplicate Robo Calls

    We would like a separate way to send notifications. IVR calls are occurring from the Penalty Report and they give no visual indicator to the end user that a RoboCall is going out. It would be much better if there were a Send Notification, Export, and an IVR/SMS button (or a company option) so the end user could control the communication. Or at the least an indicator of some type letting the user know a RoboCall went out.

    3 votes

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  12. 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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  13. 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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  14. Changes to Note Type

    • Currently when you open the note type it auto-populates to “general”.

    Can you make the sort order customizable and hide types that are no longer being used?

    5 votes

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  15. Consumption Charges Based on Meter Usage, Not Total Account Usage

    Consumption allowances need to be associated with the meters and not the total usage on the account. If an account has a consumption allowance of 3,000 g, but has 2 meters, it should not now have an overall allowance of 6,000 g. Consumption charges should apply to any usage at each meter that exceeds 3,000 g.

    3 votes

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  16. Landlords

    When on customer screen and going to landlord tab that needs to be blocked out to where it cant be changed.....etc like address phone number its so easy to change that information when we think we are on customers information.

    4 votes

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  17. Enrollment in AutoPayment via the IVR

    We would like to have the ability for our customers to enroll in Auto Payment via credit card or ACH via IVR Tech and for this to be part of the normal voice script whenever someone makes a one-time payment via the IVR. This to me would reduce late payments and the expense surrounding them.

    4 votes

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  18. 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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  19. 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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  20. View Consumption History Through Service Orders

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

    1 vote

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