The Utilities Dashboard and Utility Account 360
The figures CRM › Utilities opens on — accounts, meters reporting, read exceptions, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and requests — each a link to its list; and everything about one account on one page.
Key figures
CRM › Utilities opens on the Utilities Dashboard. Press any figure to open the list behind it, already filtered.
| Figure | Opens |
|---|---|
| Active accounts | Service Accounts that are active. |
| Premises | Premises. |
| Meters installed | Meters that are installed. |
| IoT meters reporting (24h) | IoT Devices — active devices heard from in the last day, out of all active devices. |
| Read exceptions | Read Exceptions still open. |
| Billed this month / Collected this month | Posted Utility Bills / Utility Payments. |
| Collection rate | Collected as a share of billed this month. |
| Owed over 60 days / Owed over 90 days | The Collections Worklist. |
| Arrangements active / Arrangements broken (90 days) | Payment Arrangements. |
| Disconnects pending | Disconnect service orders not yet done. |
| Customer requests to review | Customer Requests waiting. |
Below the figures: Latest bill run (its period, bills, exceptions and total, with Review the exceptions), What is owed (Past due, Over 60 days, Over 90 days and the Collections worklist), Open service orders by age, and Read exceptions by kind. A figure that needs action is coloured.
Utility Account 360
Account 360 on an account, a bill or a payment opens one page for the account: the Balance, Past due, Over 60 days, Deposit held and Credit; its Services (premise, service, rate plan, meter); Use per month as a chart, with The reads beneath; its Bills with their PDFs; Payments; Arrangements; Service orders; the Collections trail; and the Contact log. Customer record opens the CRM customer.
The figures follow the same company, unit and grant limits as the lists they open.