Utilities
The utility at a glance, its customers' accounts and premises, and what the public asked for.
20 steps · 10 questions · 6 screens on this shelf
The screens on this shelf
Workspace
Utilities Dashboard
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.
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Records
Service Accounts
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.
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Records
Premises
Every place that takes service: address, parcel (APN), district, read route and walk order, map point, and the services it can take.
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View
Service Agreements
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.
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View
Customer Requests
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.
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View
Portal Account Links
Which customer portal sign-in sees which utility account, and how it was linked.
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Progress is kept in this browser only — it is not sent anywhere and nobody else can see it.