Work smarter not harder
Work smarter not harder
UTILMATE USER TALK FORUM
Wednesday 9 June, 11am - 12 noon (AEST)
Auckland 1pm, Brisbane, Sydney & Melbourne 11am, Perth 9am
Are you new to Utilmate and still getting to know the system? Or do you want smarter or quicker ways to do your daily activities?
Understanding Utilmate and being set up for success will ensure you are working to your strengths.
It's short and sweet, as we want this session to be about you finding smarter or quicker ways to do your daily activities.
The forum starts with some shortcuts, tips, and best practices followed by what you asked to see.
Forum topics
Emailing and SMS
One off emails
One off SMS messaging
Resending invoices
Bulk Emailing and SMS messaging
Printing and posting
Vacant sites
Auto-occupier creation
Vacant and occupied report
Occupier Treatments
MyAccount
Accessing MyAccount
Bulk registering
Billing
Best Practice billing processes:
- Enter meter reads straight into the system.
- Enter billing days against each building/ site.
- Transaction run at 6am - billing exceptions produced
- Review and approve exceptions
- Invoice run in the afternoon
- Approve email, post to send
Group Billing
What do overnight processes do?
Re-ages all customers (30,60, 90 etc)
Generate DD receipt batches
Tries to process any imported reads
Updates EDC values
Treatments and updated treatment cycles
