Adding a utility and notify the utility Company of a new tenancy and the latest meter reading

Modified on Tue, 26 Mar 2024 at 11:30 AM

  Step 1 - Add utility suppliers Go to contacts>utilities and add new utilities

  

  Step 2 - Adding utility information to the property or unit Go to Property/Unit level>utilities>add


 

Step 3 - Notify Utility company of a New Tenancy Go to Settings>Automated Events>Tenancies>Tenancy status set to approved/current/past Notifying Utilities can happen when a tenancy status is:

  • Set to approved
  • Set to current
  • Set to past

   

This can be run when a status is changed. Within a Tenancy select More>Update Tenancy Status:

  

 Step 4 Add reading and notify utility company This is not done at the same time as notifying the company of a new tenancy. It can only be done when taking a reading. Go to the utility>add reading

   

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