BILL VAL 3.0
BILL VAL
Three Point Zero
HAS ARRIVED
Clearer, faster, and more intuitive energy bill validation.
Say goodbye to clunky workflows and hello to a new era of intelligent automation. BILL VAL 3.0 is our most advanced version yet - built to help you save time, reduce errors, and gain total visibility over your energy billing.
Take a look at the colossal features we've added:
🧠 Smarter Validation with Intelligent Parsing
Our upgraded parsing engine does the heavy lifting. BILL VAL 3.0 automatically extracts and verifies key billing data, so you can catch issues faster with less effort.
🎯 NEW: Consumption Targets
Help your customers hit their energy goals. BILL VAL 3.0 lets you bulk or manually set consumption targets per supply, perfect for budgeting and ESG (Environmental, Social, and Governance) tracking.
🧼 Redesigned for Simplicity
A clean, modern interface makes navigating your bill validation process effortless. BILL VAL 3.0 delivers a smoother experience from start to finish.
🚀 NEW: Quick Add Batch
Whether it's a CSV, a PDF, or scrawled notes from a supplier, Quick Add Batch lets you get invoices in fast.
📊 Enhanced Reporting That Delivers
Spot savings and issues at a glance. BILL VAL 3.0 features more powerful reporting tools to keep you and your customers one step ahead.
Get a First Look at BILL VAL 3.0
This is more than an upgrade it’s a clearer, smarter way to work.
If you’re ready to see how BILL VAL 3.0 can transform your invoice validation process, let’s talk.
Dev Recap USA: Summer 2025
2025
Summer
Development Recap
(For our 🇺🇸 US Customers)
Welcome to the US Summer edition of our development roundup. Here we showcase some of the delightful features we’ve developed over the past few months.
This time:
For this edition, we join forces with Andy, our CEO as he takes us through some of the highlights... all from his very own shed at the bottom of the garden.
Join Andy and watch the complete update above. Or play along at home and check off each update, one by one...
"Commission" has been the major buzzword for the last month as we help you make efficiency gains when uploading supplier payment files...
Smart Failing
Previously when uploading a receipt from the supplier, a batch would fail if one line couldn't find a match or contract to reconcile against. This would ultimately force the user to amend the upload and try again.
This latest update now allows all successful lines to pass and collates the failed ones under a new tab labelled "Failed". Within the failed tab, you can then drill down to find the line in question and manually assign it to the correct account.
Built for: PRO CRM
History Of Account ID
You can now view, store and amend any historical changes to Account IDs. This in itself can be useful but more so, this feature becomes invaluable when uploading payment files. If the system can't immediately match between the listed value and the one being uploaded, it will now retroactively search the account ID history as well.
But that's not all! Some suppliers include details of prior/new account IDs within the payment file. Our system will monitor for any changes of the Account ID within the uploaded file and, if it spots an update, it will automatically log the new stored value for you.
Built for: PRO CRM
Combined Import Template
Importing data into any system can be tedious. We're always asking "How can we help with this tedium?". This latest update to the import process looks to do just that by combining potentially multiple updates into just one.
Where previously you may have had to upload a set of data for your customers, another for accounts, another for contracts, etc., etc. Now you can simply combine them all into one sheet. What's more, the system is smart enough to recognise where customer data already exists and, if so, will only add the new data and assign it to the preexisting customer.
Built for: PRO CRM
Roadmap
For the first time ever, we're pulling back the curtain and giving you a peek at what we’re building, what we’ve just launched, and what’s coming next.
Many of the features found within our software exist because of customer feedback and this is the next step in our collaborative approach. Whether you're a long-time partner or just getting started with us, you can now follow along with our development progress in real time.
Built for: EVERYTHING
Commission Dashboard Improvements
We've been working on improvements to how we present data to you via the dashboard section. There are financial reports to show what you expected to receive vs. what you actually received. We've also built up partner reporting so you can see payments sent or received on a per-partner basis.
Built for: PRO CRM
That’s it for this time.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
Dev Recap UK: Summer 2025
2025
Summer
Development Recap
(For our 🇬🇧 UK Customers)
Welcome to the UK Summer edition of our development roundup. Here we showcase a select few of the delightful features we’ve developed over the past few months.
For this edition, we join forces with Andy, our CEO as he takes us through some of the highlights... all from his very own shed at the bottom of the garden.
Join Andy and watch the complete update above. Or play along at home and check off each update, one by one...
Meter Read Submission
First up it's brand new Meter Read functionality between the Customer Portal (an online portal you can rebrand as your own and give access to customers) and the Partner Portal (a place where you can manage your day-to-day tasks).
Now when your customer submits a meter read, an email will be sent to their account manager, and an activity auto-generated to track the read's progress. Emails can also be triggered to both the supplier and to the user, thanking them for submitting the read.
Built for: PRO CRM
Bespoke User Permission
We understand that not all users need the same access privileges. Previously, accounts have needed to fall under a specific category - "Super Admin", "Team Members", "Lead Manager" etc. but sometimes you need your own set of configurable user settings where you can cherry-pick what a specific user can see. Thank goodness for the new 'Bespoke User Permission'. Available as an optional feature now.
Built for: EVERYTHING
LITE CRM
Since launching PRO CRM in 2016 we've had approximately 3,223,456 enquiries asking "I don't have supplier relationships and I don't need all of the features that PRO CRM offers - can you help?". Well, with the launch of LITE CRM we can finally say "Yes".
LITE CRM is the smaller cousin to PRO CRM but with built-in access to exclusive supplier pricing through our approved aggregator, UCR Consultants. It comes ready to prospect, price and procure for brokers looking for great features on a smaller budget.
Built for: LITE CRM
Consumption Targets
Giving your customers clear visibility of any energy targets is key to helping reduce their energy usage. You can now bulk or manually add consumption targets on a per-supply basis and help users with their energy budgeting. These will then be relayed to the user within their own branded customer portal.
Built for: BILL VAL
Quick Add Batch Bespoke Charges
Sometimes you just need to get the bill information loaded in, no matter if the supplier has provided Excel/CSV/PDF/ or written it on the back of a napkin. For these instances, our Quick Add Batch tool can be a lifesaver. What's more, you can now add any bespoke charges with the tool too.
Built for: BILL VAL
Roadmap
For the first time ever, we're pulling back the curtain and giving you a peek at what we’re building, what we’ve just launched, and what’s coming next.
Many of the features found within our software exist because of customer feedback and this is the next step in our collaborative approach. Whether you're a long-time partner or just getting started with us, you can now follow along with our development progress in real time.
Built for: EVERYTHING
That’s it for this time.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
LITE CRM Launch
We’re super excited to officially launch a powerful new tool built especially for small to medium brokers who want to do things properly, without breaking the bank.
3 Reasons To Love LITE
LITE CRM is all about giving you access to the tools you need right now. Helping you win business, stay organised, and offer competitive pricing to your customers. We think it's the perfect starting point for brokers looking to grow.
Here’s what makes it special:
1.
Built for Now, Ready for Later
Being an energy broker shouldn’t mean choosing between spreadsheets and expensive software.
2.
Keep Control of Your Pipeline
LITE CRM helps you manage all your customer and lead data in one place, so nothing slips through the cracks.
When it’s time to close the deal, it integrates with DocuSign or Signable to generate pre-filled contracts in a few clicks. That means less admin, fewer mistakes, and more time doing the work that gets you paid.
3.
Access The Pricing You Deserve
Let’s face it, getting access to competitive supplier rates can be a major hurdle for new brokers.
That's why LITE CRM connects you with our trusted aggregator partner, giving you access to exclusive supplier pricing that you wouldn’t usually see at this stage. So you can go toe-to-toe with the bigger players and win.
View LITE CRM
Formula One Is Back
Thank Goodwood
Formula One Is Back!
Start Your Engines
As we bring you the epic battle of Formula One Vs. PRO CRM.
At first glance, an F1 car and a CRM system might seem worlds apart. One tears through circuits at 200mph+, the other helps brokers streamline their workflow.
Look a little closer, and you’ll see that both are built for precision, speed, and delivering winning results.
So, how does PRO CRM stack up against an F1 car? Buckle up!
The Halo
Protecting What Matters
The Halo is a life-saving innovation that shields drivers from projectiles or in the event of the car rolling. In PRO CRM, our security and single-tenant database act as the Halo for your data, ensuring that customer information, contracts, and pricing details remain protected at all times.
With strict user permissions and two-factor authentication, you can focus on winning deals without worrying about security threats.
Fun Fact
Did You Know?
The Halo on an F1 car only adds 6KG to the weight of the car but is strong enough to support the weight of two African elephants! But then you really shouldn't be racing near a zoo enclosure anyway.
The Nose
Leading the Charge
An F1 car’s nose is designed to hold the weight of the front wing to create further downforce and slice through the air efficiently.
In PRO CRM, your dashboard and reporting tools do the same, cutting through complex data to provide clear, actionable insights that put you ahead of the competition.
Fun Fact
Did You Know?
The nose of an F1 car has a tiny hole at the front to funnel air into the cockpit to keep the driver cool with the gushing air.
Rumour has it that if you drive the car without your trousers on it feels really really nice.
Engine Revs
Powering Your Performance
An F1 engine can reach an astonishing 15,000 RPM, delivering relentless power.
Similarly, PRO CRM is built to handle high workloads effortlessly, allowing brokers to process thousands of contract calculations, commission reports, and pricing requests without missing a beat. It’s designed for peak performance, ensuring you never lose momentum.
Fun Fact
Did You Know?
The current engine size of an F1 car is only 1.6 litres but with its hybrid electrical power and turbo unit, it deploys over 1,000 bhp and can reach a staggering top speed of 246.9mph.
Which is ironic as Andy, our CEO, can get up to 24.6mph in his 1.6 family saloon.
Diffuser
Enhancing Efficiency
An F1 car’s diffuser increases aerodynamic efficiency, keeping the car stable while maintaining high speed.
Likewise, PRO CRM’s intelligent automation ensures brokers work at maximum efficiency by streamlining contract management, pricing, and reporting, allowing them to operate at full speed without turbulence.
Fun Fact
Did You Know?
The diffuser creates nearly 50% of all the car's downforce and when combined with the wings, generates enough downforce for the car to be able to drive upside down, on the ceiling.
Although, drivers do often have to relieve themselves during a long race which could be risky if they're upside down.
Drive To Survive
Both an F1 car and PRO CRM are built with one goal in mind: to help you win.
Whether it’s cutting through daily inefficiencies, staying ahead of the competition, or ensuring smooth handling in high-pressure situations, PRO CRM is engineered for brokers who want to dominate the energy brokerage race.
Want to put PRO CRM through its paces? Get in touch today and take it for a test drive.
Loving The Features
A Testimonial
Switching
Group
"We're absolutely loving the features and the simplicity of the system."
We've have now fully migrated to UtilityClick, and I have to say, we're absolutely loving the features and the simplicity of the system.
I also wanted to highlight how invaluable Clare and Lyndon have been throughout this process. The transition wouldn’t have been nearly as seamless without them.
Lyndon has been fantastic from the very start - nothing is ever too much trouble, and his knowledge of the system is outstanding. Every query we’ve raised, particularly around commissions, has been addressed quickly and effectively.
Clare is the MAIN reason we made the move to yourselves in the first place, and she’s been equally amazing. 😊
Like Lyndon, Clare has gone above and beyond to ensure all our questions are answered promptly, making the whole experience incredibly smooth.
In a world where complaints often outweigh compliments, I believe it’s important to recognise and appreciate great level of service, and both Clare and Lyndon have exceeded my expectations.
"Rest assured I will be recommending UtilityClick to several brokers I work with.!!!!!"
Matt Cole - Group Managing Director
Andy's Shed - Episode One
Introducing
Welcome To Andy's Shed
Episode One
Some CEOs do their best work from their Caribbean penthouse. Some from their private jet. Andy, our CEO, does much of his good work in a shed at the bottom of his garden.
What is this?
We love the energy industry, we love software, but let's face it, both can be a little serious at times. We want to show you what we've been working on, without the stuffiness.
Join us as Andy takes us through the latest UtilityClick news from the comfort of his own shed. There'll be new features galore, thoughts, tutorials, and answers to your questions. It's all here, straight from the horse's mouth.
Come on, let's all go down to Andy's shed.
Watch Episode One
P.S. If you'd like to submit a question for next month's episode, please do so via our contact page.
Perfect For Pyjamas
A Demo
Perfect for
Pyjamas
(even embarrassing ones)
Ah, the live software demo.
It's a staple of the corporate world, a rite of passage for anyone looking for better tech solutions.
But at 2am, when you're sat in your PJs, googling 'Best energy software' for the best part of three hours, you usually have two options:
1. Book a call with a "sales advisor" (and hope you can squeeze it in before the school run).
OR
2. Watch the corporate advert (complete with stock video footage of business folk pointing at screens and overlaid animated graphs).
Neither seems overly attractive... or even helps you see what the actual software looks like right now.
Thank goodness then for our recorded demos.
There's no "give us your name and email" before you can watch it either.
Just click and play from the comfort of your own pyjamas.
PRO CRMBILL VAL
We've got one for PRO CRM and BILL VAL and we'll be adding more very soon.
(Don't worry - In the cold light of day when you want to see more of what the software can do, there's always the option to book a live demo with us... but we don't mind if you're still in your PJs).
Dev Update: December 2024
December
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food-based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month:
1. Manage Historic Invoice Records
2. Mandatory Fields For Each Data Import
3. Refresh Button For Dashboards
4. Add Cost Line To Invoiced Volume Reporting
5. Batch Name Added To Invoice Exported
6. Search By Batch Name
7. YU Energy EDI Parsing
8. Improved User Interface Of 'Your Account' page
9. History & Notes Added To Meter Lookups
10. Ability To Delete Historic Account IDs
11. New Commission Types Added
Happy New Year once again to all our friends and colleagues as we return from our Christmas hibernation.
Join us as we dust off the powdery coating from our chins (we think that's from the top of the mince pies but it could be eczema) and wipe the drool from our PJs as we look back at everything that we released last month.
If our dev team were distracted by the excitement of the jolly red man coming down their chimneys, it certainly didn't show in the number of items that we released.
There's plenty to unwrap (see what we did there?) in this month's update. One seemingly insignificant item worth taking note of though, is the 'Your Account' page. Although it's present-ly (sorry, we'll stop now) only a very minor improvement, it's the beginning of big changes within the admin of your account. Over the coming months, you'll see it develop much further and ultimately give you the power to add optional features, manage invoices and administer your users.
For this and everything else, take a look at our December dev update below:
Manage Historic Invoice Records
Having historical invoice data available to compare against the new could obviously be very beneficial. Whether that's old data found before you began validating for your customers; or exported data from another bill validator that you'd like to utilise within UC. We're happy to reveal that we've created a couple of great tools for managing historical invoices.
First up, when clicking "Import Batch" you can now download and subsequently use a new 'historic invoice' template. Here you can add extra information to your historic batches, such as 'Date Originally Validated', the 'Validation Result', together with any 'Notes' you'd like recorded.
Then, once added, you'll find a brand new tab labelled 'Historic' from which you can drill down and view/edit this historic information.
Built for: BILL VAL
Mandatory Fields For Each Data Import
Our system is vast and so is the potential amount of data that needs importing. As you'll likely know, we provide a handy set of templates to add your data to before attempting to upload. Some of these templates have mandatory fields as the system needs the information before it can successfully add it to your account. For instance, you can't bulk-add a list of customers without a name for each customer.
We know how fraught importing data on a large scale can be and we're passionate about making the process as pain-free as possible. We'll be putting a lot of focus into this area throughout 2025. As a first step, we've added a new simple feature that details each mandatory field required within each template. Now, (within Admin - Data Import) when you select a particular import, the required information is clearly shown so you can check off each column before attempting a new upload.
Built for: EVERYTHING
Refresh Button For Dashboards
We understand you want to see the latest data in your dashboards and given the volume of data, it's not always possible for the system to be continuously checking for new imported data to account for. Case in point, when importing supplier receipts the system needs to be told to go back and crunch the new numbers, taking into account the recently imported data.
We want to put the power in your hands so we've added a new "Update Now" button to key dashboards (Commission by US State, Financials USA, Financials (Tables) USA, and Partner Financials). Now you can be sure that the data visualised within your reporting is reflective of the data that's just been manually imported.
Built for: PRO CRM – US ONLY
Add Cost Line To Invoiced Volume Reporting
A simple but handy addition has been added for your customers within the customer portal Invoice reporting. We've updated the "Invoices: Cost & Usage Overview" dashboard to show the Total Cost overlayed as a line within the Invoiced Volume bar chart.
Built for: BILL VAL
Batch Name Added To Invoice Exported
When you're exporting invoice data (via Analytics - Export Data - Invoices) you'll now see all 'Batch Name' data associated with that invoice within the outputted file.
Built for: BILL VAL
Search By Batch Name
A new search field has been added to the bill validation results page that allows you to retrieve results based on the Batch Name.
Built for: BILL VAL
YU Energy EDI Parsing
EDI files from YU Energy have been mapped and can now be parsed within your BILL VAL account.
Built for: BILL VAL
Improved User Interface Of 'Your Account' page
The UI of the 'Your Account' page (Help - Your Account) has been brought up to date and a more accurate detail of your current subscription is shown.
Built for: EVERYTHING
History & Notes Added To Meter Lookups
When a Meter Lookup is performed against any meter, the returned information is now recorded to the 'History & Notes' section for that meter. This can be useful if you periodically wish to review the information via a new lookup, allowing you to see when the information was first recorded and if it warrants a new lookup to check for changes.
Ability To Delete Historic Account IDs
Mistakes happen. If you've accidentally updated an account ID with an incorrect value then it can affect the way the system also accounts for commissions related to that account. Within the History & Notes section, you're now able to delete any incorrect additions.
Built for: PRO CRM – US Only
New Commission Types Added
When setting up the commission structure for a referral partner, you can now choose to add two new options to your arsenal, Fixed Fee and Combined.
Fixed Fee ensures the referral partner gets paid a fixed fee regardless of the consumption or commission put in place by the agent. Note that with this option, it's possible the split will be higher than the total commission for the contract. As such we've added a handy warning when this is the case.
Combined ensures a p/kwh commission and a Fixed Fee commission is applied. This will work in the same way as the traditional commission type with the exception that it will be for p/kwh and a fixed fee on top rather than a p/kwh and standing charge commission.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!
Dev Update: November 2024
November
Twenty Twenty Four
How To Build
Energy Software
(A monthly dev update)
Each month we coax our dev team into a room (using an elaborate set of food based traps) and get them to tell us what they’ve been working on. Then we write it all down for you to read.
This month:
1. Improved COT Submission For The Customer Portal
2. Tender Consumption Added To Bulk Imports
3. Clearer Note Visibility Within The Customer Portal
4. Customer Financial Details Logged In History
5. Save & Add Button Added To Quick Add Batch
6. Log Call Button Added To Customer Snapshot
7. New Bill Validation Checks
8. Better Error Checking Within Meter Reads
9. New Mapping For PE Solutions Bills
10. New Referral Partner Commission Types
Welcome to the November issue of our monthly dev update. Depending on whichever side of the pond your heart lies, November typically makes you first think of either Fireworks or Thanksgiving.
We'd say on the UtilityClick dev team that we've felt a bit of both.
There's been the 'pop' 'pop' 'pop' of some really illuminating new features, like the UI adjustments made to make note visibility from Activities to the Customer Portal more obvious.
And there have been new features added to be thankful for too. Ones that aim to save time and effort, like the addition of Tender Consumption on Bulk Imports OR the new 'Save & Add' button within Quick Add Batch for BILL VAL.
For this and much more, take a look at everything we released throughout November:
Improved COT Submission For The Customer Portal
Our COT submission tool (within the customer portal) has proved useful for many of your customers but you've told us it would be great if we collected a few more questions within the form.
You've also told us that it would be useful upon a successful COT submission if an Activity could be auto-created with the details of the submission. Good news. We've added a new optional feature that ticks both these boxes. Contact your account manager to find out more.
Built for: PRO CRM
Tender Consumption Added To Bulk Imports
Previously there was no way to bulk update tender consumptions. We've added a column to Data Imports > Updates > Tenders so that multiple tenders can be overwritten. If the cell is empty then the system will leave the consumption as it is. When an update is made in this manner, you'll also see a change to History & Notes with the details of the change.
Built for: PRO CRM
Clearer Note Visibility Within The Customer Portal
We've built the Activity module to be as comprehensive as possible. With that brings complexity, especially around which Task and Activity types allow their subsequent notes to be visible within the customer portal.
We've added some better UI so that now, when an Activity is created with a Task or Activity Type that isn't compatible with the customer portal, the user is shown via a greyed-out checkbox. We're hoping this will help offer less confusion about which combinations can be sent to the customer and which can't.
Built for: PRO CRM
Customer Financial Details Logged In History
When a customer's financial details (e.g. Direct Debit) are created, updated or deleted, you can now see a 'History & Notes' log (via the Select Action button) of what's been changed and when.
Built for: PRO CRM
Save & Add Button Added To Quick Add Batch
We love efficiency gains and you told us it's annoying that when using the 'Quick Add Batch' feature, once completed, the popup disappears and you have to find and reload the feature to add another quick batch. We've made a simple change that means you can now choose to "Save & Add New Bill". Getting you right back to where you want to be quicker.
Built for: BILL VAL
Log Call Button Added To Customer Snapshot
Within the Leads module of our CRM you're able to quickly log any and all calls made to a specific prospect. You told us that it would be great to also have this feature within the Lead Snapshot section (when viewing each individual lead), rather than returning to the main Lead page each time. Consider it done.
Built for: PRO CRM
New Bill Validation Checks
We've added two new validation checks should you wish to utilise them. The first checks if the Customer Name on the invoice/batch matches the Customer Name against the corresponding contract in the system.
The second, checks if the First Line Of The Billing Address on the invoice matches Billing Address Line 1 against the relevant Customer within the system.
Built for: BILL VAL
Better Error Checking Within Meter Reads
When a customer first submits a meter read via the customer portal, we've added additional error-checking to help the customer spot when they've misentered their meter read.
Built for: PRO CRM
New Mapping For PE Solutions Bills
We've added new mapping details so that PDF bills from PE Solutions (previously Pozitive Energy) will now be correctly validated within the system.
Built for: BILL VAL
New Referral Partner Commission Types
We've created two additional commission types to use with your referral partners. There's "Fixed Fee" which will calculate a fixed fee regardless of the consumption or commission put in place by the agent.
And there's "Combined" which will accommodate the scenario when both a p/kwh commission and a fixed amount is required.
Built for: PRO CRM
That’s it for this month.
Our software evolves at such an exciting rate so please feel free to get in touch to discuss any of the functionality we’ve added since you last saw it. We’ll be more than happy to arrange a demo to show you around!