From the property management screen click on the ‘Utilities’
tab and click ‘Add’. Here you may enter or edit a utility such as meter readings
for that particular property.
Provider
Clicking the ‘Provider’ button will allow you to select the
contact in relation to the inspection, if the provider is not on the list you
can add them as a contact from here, click ‘New Contact’ to go to the contact
screen and add the contact here.
Contact Type
Although the provider will have a contact type i.e. supplier
or landlord you can also give them a unique type. To do this you can simply
select from the list or ‘Add’ to the list.
Utility Type
You may add the type of utility task such as a gas or electric
reading.
Reference
If required, you may add a reference for the utility.
Meter Type
You may choose from the drop down list the type of meter
being used in this property such as a prepaid card, standard or smart meter.
Meter Location
You may type in the location of the meter – i.e. under the
stairs.
Contracted to
Select the date of when the contract is due to be renewed or
expire.
Readings Tab
On this screen you may add a new reading by typing in the
date on the ‘reading’ text box and selecting the date, once the correct
information is entered click the icon on the left with the plus + sign to add the reading.
You may also attach any documentation to this screen.
Related Articles
Management - Safety Inspections
From the Property tab double click on a property Then click on ‘Management’ tab, at the bottom of the screen, select the ‘Inspections’ tab and click ‘Add’. Here you may enter a new Safety Inspection for that particular property Fill in the fields ...
Management Type - Full Management
To set a property to ‘Full Management’ click on the ‘Ownership’ button within the property record A new window will appear In this window, click on ‘New Owner’ to attach a Landlord, This will open up the ‘Ownership’ window Click on the little box ...
Management - Insurance
In the ‘Property’ module ‘Double click’ any property to open the property details screen, and from here go into the ‘Management’ tab (bottom bar) From here you will be presented with the Management Screen where you can choose from ...
Management Type - Guaranteed Income
To set a property to ‘Guaranteed’ click on the ‘Ownership’ tab within a property record. The following window will appear. In this window, click on ‘New Owner’ to attach a Landlord, this will open up the ‘Ownership’ window Click on the little ...
Management Type - Let Only
To set a property to ‘Let Only’ click on ‘Ownership’ within the property record A new window will appear, in this window, click on ‘New Owner’ to attach a Landlord. This will open up the ‘Ownership’ window Click on the little box at the side of the ...