Utilities Page Tab

The Utility page tab shows a list of all the property’s utility providers that are currently set up.

1. Click the “Add A New Utility Provider” button.
2. Select the Utility Type (gas, electric, etc - these can be defined by you in Configure).
3. Select the provider using the plus symbol (not shown above as the provider is already assigned).  This pops up any presaved general contact records with type Utility. You can therefore add your utility companies on the fly or go into Tools>Contacts and spend half an hour setting them up once!
4. Take details including account numbers, meter serial numbers, meter readings and any other useful information.
5. Save.