Customers and Meters

Use Customers for account records and Meters or Meter List for meter records.

Add a customer

1. Open Customers in the water workspace.
2. Select the add action.
3. Enter the customer’s name and contact details.
4. Choose the customer type or category if the form asks for one.
5. Add account details required by your company.
6. Save the customer.
7. Search for the customer in the list to confirm the record was created.

Review a customer

1. Open Customers.
2. Search by customer name, phone, or account reference.
3. Open the customer record.
4. Review the available tabs: statement, readings, bills, photos, contracts, details, and disconnections.
5. Edit customer details only if your role allows it.
6. Save any changes before leaving the screen.

Add a meter

1. Open Meter List or Meters.
2. Select the add action.
3. Enter the meter number or serial details shown on the physical meter.
4. Link the meter to the correct customer or account.
5. Select the service zone or region if the form asks for it.
6. Save the meter.
7. Confirm the meter appears in the Water Meters list.

Search and filter meters

1. Open Meter List.
2. Use the search field to search by meter number or customer name.
3. Use the status filters: All, Active, or Inactive.
4. Open a meter row to view details.
5. Review meter, customer, region, status, and last-read information.

Replace a meter

1. Open the customer or meter record.
2. Open the meter replacement action if your role can access it.
3. Review the current meter details.
4. Enter the opening reading for the new meter.
5. Enter the replacement date and reason.
6. Save the replacement.
7. Return to the customer record and confirm the meter details changed.

Note

Keep meter numbers and account references consistent. Payments, readings, and bills are easier to review when the same customer-account-meter relationship is used across all screens.