Know Your Customers

Flexible account structure. Manage all residential customer data under one account, including all delivery and service-related information like locations, tanks, equipment, and multiple transactions and payment structures. And get the flexibility you need to handle complex billing for commercial customers.

Account screen. Get an at-a-glance summary of each account with drill-down capabilities to quickly access more information when you need it.

Personalize the Experience

Notes and attributes. Use notes and attributes to easily capture customer information so you can refer back to it the next time you speak to that customer. Like notes from a recent phone call or the customer’s interest in replacing their hot water heater this year.

Improve Cash Flow

Autopay. Reduce missed payments by offering customers the option to automatically have their balance withdrawn from an account or charged to a credit card.

Auto on-hold. Automatically place customers on hold based on parameters you define to avoid delivering to delinquent accounts.

Collection workflows. Organize and prioritize delinquent accounts with the Collections Assistant. Add your chosen accounts to a Collection Workflow to automate the collections process.

Budget plans. Use budget plans to spread your revenue throughout the year. Project usage, create personalized plans, make mid-season adjustments, and manage renewals.