UMS Utility Management System

Manage accounts and utility services, review transactions, and use extensive search and reporting capabilities.

Comprehensive billing features include budget billing, bank drafting, loan financing, late charges, transfers, and multi-tenants.

Accept any form of payment, track deposits, manage delinquent accounts and cutoffs, and use a full array of payment options.

Control pricing with unlimited rates, from simple flat rates to the most complex rate structures.

Easily track usage, handle change-outs, use intelligent estimates, and upload AMR / AMI automated reading

Assign, schedule and track service orders, with one-step service order creation to simplify turn-ons, disonnects, and other daily operations.

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UMS Utility Billing Features

Flexible search features to quickly locate customers
Maintain transaction history for billing, payments, and other charges
Quickly determine late charges posted or compare current billing to previous year
Examine complete itemized breakdown of all charges
Forms - Use new account and bank draft sign-up forms
Customer communications - Track customer communications, and email customers directly using email templates with prefilled account information
Customer attachments - Attach files, photos, or scanned documents to customers
Customer notes - Create alerts to CSRs during payment entry for returned checks or payment agreements, or prevent medical alert or payment agreement customers from being placed on the disconnect list
Automated phone customer notifications

Billing features - Automated bank drafting, budget billing, prorating, intelligent estimating, Operation Roundup
Precise exception checking and estimating
Bill printing - Multiple bill print formats to print in-office or by a third party
Loans and financing - Easily finance tap fees, mechandise, or extended payments for large bills due to leaks or other circumstances. UMS automatically handles monthly billing and tracks balances.
ACH processing
UMSAccess - electronic bill presentment and online payment

Unlimited rates
Set rates based on usage, flat rates, taxes, late charges, fees, loans, and any other charges.
Complete control over your rate structure, even its most complex elements
Set specific rates for meters, services, customers, and accounts
Accounting integration
Preview rate changes with "What-If" rate analysis feature -- eliminates costly engineering studies

Accept all payment types: cash, check, bank drafts, and credit cards
Easy balancing and reporting for CSRs
Deposit management
Delinquency and cutoff management
- Easily sort and preview delinquent accounts based on defined criteria
- Add disconnect/reconnect service charges
- Print custom door hangers or disconnect notices
- Account lein/write-off - maintain full audit trail of bad debt and write-offs
- Search customers by drivers license and Social Security number for outstanding debts prior to new service setup
- Track customer credit rating based on payment history
Connect receipt printers, bar code scanners, and cash drawers
Increase payment options with lockbox payments, remote deposit, and interactive voice response (IVR)
UMSAccess - Customer portal for online payment

Quickly issue service orders in response to a variety of events, including billing exceptions
View and complete orders from Customer Account screen
Track, organize, and edit service-based and meter-based service orders
View detailed history by pending status and other criteria
Attach field photographs of meter, premises, or landscape
Easily assign and schedule service orders with Service Order Manager
Completed service orders automatically update customer and service records
Summarize monthly service data for board meetings
UMSMobile - Transmit service orders to field technicians.