A comprehensive Customer Information System and billing engine that handles the complete customer lifecycle — from account setup and meter management through billing, payments, and financial reporting — for water, electric, and gas utilities.
One unified customer record across billing, customer service, and field operations. No duplicate records. No manual syncing.
Complete customer information including contacts, service address, mailing address, communication preferences, account history, and notes. Full audit trail on every change.
Multiple accounts per customer. Residential, commercial, industrial, and agricultural types. Account transfers, closures, and multi-meter accounts.
Every letter, email, SMS, and phone note logged against the customer record for full context at every interaction.
Automated outbound communications for bills, payment confirmations, past-due notices, and service updates — by email, SMS, or mail.
Track every meter from inventory through retirement with complete lifecycle management and AMI/AMR integration.
Track every meter by serial number, type, size, install date, location, test history, and status.
Import AMI/AMR reads, manual reads, and estimated reads. Validate against consumption history. Flag anomalies automatically.
Define and manage meter reading routes. Export route sheets. Import read files from handheld devices and AMI head-end systems.
Complete history of every read, replacement, test, and seal status for every meter in your system.
A rules-based billing engine that handles any rate structure simultaneously across all your service types.
Tiered/block rates, seasonal rates, TOU rates, drought surcharges, commodity rates, minimum bill charges, and demand charges. No programming required.
Schedule and execute billing runs by cycle, service type, or custom criteria. Preview bills before posting. Review exceptions before finalizing.
Bill for water, electric, and gas on a single bill.
Process billing adjustments, leak credits, and rate corrections with full audit trail and approval workflow.
Accept payments through every channel — online, phone, walk-in, mail, and autopay — with PCI DSS Level 1 compliance.
Credit/debit card and ACH/eCheck through the customer portal, IVR, and kiosks. PCI DSS compliant.
Customer enrolls once. Serveiz handles NACHA file generation, submission, and ACH return processing automatically.
Built-in cashier module for in-person payments with cash drawer reconciliation and receipt printing.
Import payment files from lockbox processors. Auto-match payments to accounts. Flag exceptions for review.
Automated collections workflows, payment plans, and disconnect management to protect your revenue.
Automated dunning sequences, disconnect notices, and escalation. Track accounts through every stage of collections.
Create installment plans for past-due customers. Auto-bill installments and track compliance.
Full disconnect workflow with documentation, field crew dispatch, and deposit management.
Identify, approve, and process bad debt write-offs. Track liens and legal holds automatically.
Real-time dashboards, configurable reports, and GL export to any financial system.
Real-time aging by customer, account type, service district, or custom criteria. Drill down from summary to individual accounts.
Track billed, collected, and deferred revenue by GL account, fund, or cost center.
Export journal entries to QuickBooks, SAP, Oracle, Sage, and others. Configurable chart of accounts mapping.
Track production vs. billed volume. Supports AWWA M36 water audit methodology.
Bill for any combination of services on a single customer account and a single bill.
Potable, non-potable, irrigation, and reclaimed water — tiered, seasonal, or conservation rates.
Residential, commercial, and industrial electric service with demand, TOU, and net metering.
Commodity and distribution rate separation, gas choice, and seasonal demand adjustment.
Configure any additional service type with custom rate structures and billing cycles.
See Serveiz UBS configured for your specific service types, rate structures, and customer base.