CRM › Utilities
Utility Field Service
Work at the premises, and each technician's own list.
In CRM → Utilities · 3 screens
RecordsUtility Service OrdersField work at a premise — start, stop, transfer, meter install or exchange, re-read, disconnect, reconnect, leak, high bill — assigned to a crew member and completed with the read or the new meter.OpenViewMy Service OrdersThe field technician's own orders for today and after, most urgent first: start each, then complete it with the read or the new meter.OpenRecordsUtility SettingsThe company's own numbers: grace and notice days, the late fee, the reconnect fee, deposits, read checks, the ledger accounts, and whether the public forms are open. One row; the shipped defaults apply until it is saved.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Utility Service Orders | List | Field work at a premise — start, stop, transfer, meter install or exchange, re-read, disconnect, reconnect, leak, high bill — assigned to a crew member and completed with the read or the new meter. | 12 | 3 | 4 |
| My Service Orders | Read-only list | The field technician's own orders for today and after, most urgent first: start each, then complete it with the read or the new meter. | 10 | 0 | 2 |
| Utility Settings | List | The company's own numbers: grace and notice days, the late fee, the reconnect fee, deposits, read checks, the ledger accounts, and whether the public forms are open. One row; the shipped defaults apply until it is saved. | 23 | 30 | 1 |