The Account Management Module functions as the brain of UMAX by managing your account model and providing tools to improve productivity, manage change and growth, and simplify compliance. Whether you have a Customer or Premise centric business practice, the UMAX Account Management Module seamlessly handles not only the tenant and related debt, but also all associated services (electric, water, sewer, gas, etc.), service equipment (backflow devices, grease traps, transformers, etc.), registers, and MTUs.
The Account Management Module provides utilities tools to develop repeatable processes that focus on both organizational and customer needs. As an example, Account Management features Workspaces: home pages that are fully configurable to provide a unique experience for employees with the same job or role. These home pages provide users an overview of information, including a view of the most common daily tasks by department, such as billing, collections, field services and more.
UMAX Workspaces represent one of the ideals of Microsoft’s enterprise software vision— a BI‐rich, productivity‐focused, process‐driven, personalized dashboard that works for utility users in any role.