Owner Management Interface – add, modify and view information about the property management company, including the company’s name, address, contact, email, phone number, fax number and company logo.
Tenant Management Interface – add, modify, delete and view information about clients (tenants), associate clients with one or more meters, and access copies of past client invoices. Client information includes the client’s name, account number, building, address, contact, email, phone number, fax number and client logo.
Contract Management – each tenant can be set up with a number of contracts representing each utility and service. Each contract may include a utility rate, tax percentage, management fee, improvement fee and a surcharge amount. The Flat Rate Contract is used for daily charges, which could be for services such as cleaning, as well as flat rate utility costs. The Timed Contract enables different tariff rates to be set for different periods each day and for specific dates and date ranges, and for a variety of price structures, including afterhours override contracts.
Meter Management Interface – add, modify, delete and view information about utility providers, and define meters and sub-meters within the service. Meters can be designated Flat Rate or Timed. The information includes the area/ meter/process number, a descriptor for the area/meter/process being metered, the unit of energy or material being metered, and the associated Utility Provider.
Invoice Creation Interface – invoices can be generated automatically according to a schedule, and e-mailed as PDFs or printed on demand. The invoice templates can be changed and company logos added. An invoice history manager enables all past invoices to be listed and searched.
Data Entry/Output – for larger projects, save time by importing static data relating to clients or utilities from a .csv file. Static data as well as invoice data can be exported by the same means for use in other applications.
Datasheet