CRM › Utilities
Utilities
The utility at a glance, its customers' accounts and premises, and what the public asked for.
In CRM → Utilities · 6 screens
WorkspaceUtilities DashboardThe key figures of the utility first: accounts, meters reporting, read exceptions, the bill run, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and open work — each a link to its list.OpenRecordsService AccountsA customer's utility account: class, cycle, contact, paperless and autopay, the life-support flag, and the deposit and credit the utility holds. Open one for its 360 view.OpenRecordsPremisesEvery place that takes service: address, parcel (APN), district, read route and walk order, map point, and the services it can take.OpenViewService AgreementsAccount × premise × service × rate plan, from its start to its stop. Made by Start service, ended by Stop or Transfer; the rate plan can be changed here.OpenViewCustomer RequestsWhat the public and portal customers asked for — start, stop or move service, a leak or an outage, an arrangement — waiting for somebody to review it.OpenViewPortal Account LinksWhich customer portal sign-in sees which utility account, and how it was linked.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Utilities Dashboard | Workspace | The key figures of the utility first: accounts, meters reporting, read exceptions, the bill run, billed and collected, what is owed over 60 and 90 days, arrangements, disconnects and open work — each a link to its list. | 0 | 0 | 0 |
| Service Accounts | List | A customer's utility account: class, cycle, contact, paperless and autopay, the life-support flag, and the deposit and credit the utility holds. Open one for its 360 view. | 12 | 12 | 6 |
| Premises | List | Every place that takes service: address, parcel (APN), district, read route and walk order, map point, and the services it can take. | 11 | 16 | 0 |
| Service Agreements | Read-only list | Account × premise × service × rate plan, from its start to its stop. Made by Start service, ended by Stop or Transfer; the rate plan can be changed here. | 12 | 0 | 0 |
| Customer Requests | Read-only list | What the public and portal customers asked for — start, stop or move service, a leak or an outage, an arrangement — waiting for somebody to review it. | 15 | 0 | 7 |
| Portal Account Links | Read-only list | Which customer portal sign-in sees which utility account, and how it was linked. | 6 | 0 | 1 |