Features

Company

• Up to 999 Companies
• Query by Company
• Built In Backup Scheduling Feature
• Security/Password Setup by Company
• Scheduled File Maintenance

Security

• User Password Protection
• Security Level View/Print Only
• Security Level Update & Delete
• Security Level Save, Delete, Clear, Return
• Operational Auditing

Utility Services

• Up to 99 Services
• Water
• Sewer
• Natural Gas
• Electricity
• Waste Management
• Cable
• Others

Customer Information

• Account Number
• Automatic Account Number Generation
• Service Type Current or Waiting
• Name
• Home & Work Phone Numbers
• National & International Address Formats
• Social Security Number
• Drivers License Number
• Email Address
• Unlimited Customer Notes
• Secondary Contact Information
• Employer Information
• Financial Account Type
• Bank Account Number
• Up to 8 Unique User Codes
• Group Descriptions
• Active/Inactive Service Status
• Meter Reading Utility Notes
• File Attachment Functionality
• Account, Location, Usage & Lien History
• Work Order History Management
• Email Functionality
• Balance & Deposit History Management

Service Location Management

• Service Location Number Tracking
• Service ID Tracking
• Original Date of Service Tracking
• Address Tracking
• Longitude and Latitude Tracking

Deposit Management

• Original Amount Charged Tracking
• Amount Paid Tracking
• Amount Owed Tracking
• Balance of Deposit Tracking
• Deposit Refund Code Tracking
• Deposit Payment Type Tracking
• Deposit Reference Tracking
• Deposit Interest Management
• Deposit Refund Management

Rate Management

• Unlimited Number of Rates
• Flat Rate
• Minimum Rate
• Usage Rate
• Minimum and Overage Rate
• Multiple Flat Item Charges & Usage
• Surcharges
• Deferred Contract
• Supply Rate Charge
• Maximum/Minimum Bill Amount
• Zero Bill Amount
• Minimum Service Term
• Monthly Service Date
• Minimum Usage
• Prorate Minimum Charge/Allowance
• Stair Step Rate
• Charge Minimum Rate in Advance
• Daily Average Usage
• High/Low Reading
• Variance Calculation by % or Usage
• Variance Usage from Last Year/Last Month
• Charge Flat Rate in Advance
• Calculate on daily average usage
• Unique First & Final Bills

Payment Management

• Payment Date Tracking
• Payment Amount Tracking
• Payment Type Tracking
• Payment by Service
• Payment Entry by Batch
• Payment Entry by Lockbox Module
• Payment Entry by ACH Module
• Payment Entry by Credit Card Module
• Payment Entry Reconciliation Function
• Payment Overdraft Safety Feature
• Payment Barcoding
• Check Scanner Interface

Penalty Management

• Flat Rate
• Sum of % & Flat Rate
• Greater/Lesser of % or Flat Rate
• Greater/Lesser of Balance as a % or Flat Rate
• Inclusive of Previous Penalties
• Inclusive of Tax Charges
• Inclusive of Final Bills
• Inclusive of Inactive Accounts
• Inclusive of Returned Checks
• Inclusive of Adjustments
• Liens & Surcharges
• Interest Applied Daily or Monthly
• Custom Penalty Calculations
• Grace Date Functionality

Tax Management

• Multi-Tiered Structure
• City Tax
• County Tax
• State Tax
• Federal Tax
• Other Tax

Backflow Device Tracking

• Serial Number
• Model Number
• Manufacturer
• Assembly Type
• Meter Size
• Installation Date
• Last Test Date
• Next Test Date
• Actual Test Date
• Test Results
• Test Notes
• Company that Performed Test
• Certification Number

Work Order Management

• Automatic Generation
• Work Orders & Description
• Utility Service
• Work Order Number
• Assign Service Representative
• Assigned by Manager
• Time and Date of Issue/Completion
• Time and Date of Scheduled Work
• Process Date
• Contact Service Requested By
• Shut-Off Management
• Service Charge
• Work Order Code Management
• Work Order Notes
• Work Order Status Tracking

Report Writer

• CBSW Standard Package of over 40 Reports
• CBSW Custom Reports
• Import into Excel, Crystal Reports, Access
• Unlimited Sort, Limit and Query Functionality Utilizing User Codes

History

• Transaction Summary
• Account Summary
• Balances
• Deposit History
• Lien History
• Usage History
• Work Order History

Billing Management

• Eight Step Billing Process

• Send for Reads
• Enter Reads
• Verify Edit
• Calculate
• Print Exceptions
• Print Register
• Print Bills
• Close

• Billing Options:

• Monthly, Quarterly, Semi-Annually, Annual Billing
• Regular Bills
• Final Bills
• Seasonal Bills
• Refunds
• Interest
• Budget
• Contract

• Bill Sort Options:

• Date Range
• Name
• Service #
• Account #
• Zip Code
• Read Sequence
• Limit Options
• Route
• Period Cycle
• User Codes
• Billing Exceptions
• Individual Account and Location
• Regular Bills
• Final Bills
• Negative Balance Bills
• Zero Balance Bills

• Verify/Edit Functions:

• All
• Rollover
• Changeouts
• High/Low Reads
• Prior Date
• Zero Read
• Inactives
• Meter Codes
• Meter Estimates
• Prorate Charges

• Move In & Move Out Functionality
• Budget Billing Options
• Bill Cycle Management
• Calculate Unique First & Final Bill
• Early Payment Discount
• Late Fee Penalty
• Late Fee Interest
• Shut Off List
• Forfeit Discount
• Resequence Routes
• Bank Drafts
• Bar Code Functionality
• Generation of Work Orders with Final Bills
• Generation of Notices
• Posting of Fees and Penalties

Adjustment Options

• Auto Adjustments
• Miscellaneous Charges
• Return Checks
• Refunds
• Adjustment Codes Management
• Reverse Payments
• Account Adjustments
• Usage Adjustments
• Meter Reading Date Adjustments
• Rate Code Adjustments in Mass

Miscellaneous

• Meter Situation
• Adjustment Codes
• Miscellaneous Charge Management
• Returned Check Management
• Refund Management
• Reverse Payment Management
• Bad Debt Write Offs
• Reinstate Deadbeats

Notices & Labels

• Custom Notice Design Function
• Internal Audit Notices
• Bank-Draft Notices
• Bill Notices
• Collection Notices
• Interest Notices
• Mailing Labels
• Metercard Notices
• Owner/Landlord Notices
• Penalty Notices
• Receipt Notices
• Return-Check Notices
• Service Order Notices
• Shut Off Notices
• Tax Lien Notices
• E-Coder Notices
• Late Payment Notices
• Operational Emergency Notice

Meter Reading

• Variance by High/Low
• Variance by % or Usage
• Variance by Last Year, Last Month, Series of Months
• Generation of Route Books & Sheets
• Route Management by Read Sequence & Service ID
• Meter Reading Interfaces

• Handhelds
• AMRS
• Touchread Probes
• Radio Reads

Meter Management

• Meter Number
• Meter Size
• Read Sequence
• Meter Make
• Read Type
• Begin Read Date
• Adjustment Type
• Maximum Number of Estimates
• Remote Meter Number
• Master Meter Management
• Latitude and Longitude Fields
• Meter Reset Option
• Meter On/Off Option
• Number of Dials Tracking
• Date of Meter Installation
• Date of Last Test
• Adjustment Factor for Barometric Pressure
• Transmitter Number Tracking
• Transmitter Type Tracking
• Meter Situation Code Management
• Automatic Calculation of Meter Rollover Usage

Interface and Module Options

• Over 10 Accounting Interface Modules
• Automated Clearing House Module
• Lock Bock Interface Module
• Credit Card Module
• Handheld Computer Interface Module
• Over 30 Automatic Meter Reading Modules
• Neptune E-Coder Module
• Data Archive Module
• Data Export Module
• Meter Tracking Module
• Stock Certificate Module
• CASS Certification Module
• Water Conservation Module
• Fiscal Year Reporting Module

Search Capability

• Account Number
• Service ID
• Service Address
• Customer Name
• Meter Number
• Service Description
• Parcel Number
• Street Name
• Social Security Number
• Driver License Number
• Phone Number