Manage Services/Utility Types

Users with the role of adding, updating, removing and viewing services will have access to the admin page to manage their services. Services are required to be added and associated with a specific unit of measure. When bills are added to the system, line items can be added to track specific utility costs such as kWH, etc.

Viewing Services

1. Go to Admin > Services from the left-side navigation menu.

A list of Services will be displayed.

Adding Service

1. From the Services page, click Actions > Add Service.

2. Fill out the service information.

Name: Enter the name of the service

Unit of Measure: Select the unit of measure related to this service. Please don't hesitate to reach out if your unit of measure is not listed. 

Notes: Enter any general notes related to this service. 

3. Click Save.

Editing a Service

1. From the service's page, click the pencil icon () next to the service you want to modify.

2. Change the information.

3. Click Save. 

Deleting a Service

1. From the service's page, click the trash icon () next to the service you want to delete.

2. Click YES on the prompt to delete the record.

Note: If you try to delete a record that contains data about existing bills, a status code failure will display.