Development Update - May 2023

The month of May has been a particularly HUGE one within the dev team. It's been a big month for feature improvements but HUGER still, we've welcomed three new faces to our team.

Will has joined us as Engineering Manager and is here to help streamline our processes and manage all of our future feature releases. Whilst we've also welcomed Ermir and Kristi who have both joined as .NET developers.

As you might expect they've dived head first into code and their first job has been to help set up accounts for some of our newest customers. We can't wait to show you what else we have planned with their assistance, as we progress through the year.

Elsewhere on the team, we've been working on a big BILL VAL rollout and an improvement to PRO CRM's 'Customer References' tool. Read on to hear about this as well as the usual mix of 'Other Bits & Bobs', all in our May dev update...

Bumper BILL VAL Feature Improvements

Smart Matching to Active Meters

If duplicate meter numbers are found under different customers, BILL VAL will now use smart logic (based on the meters' active status) to match the intended customer.

Filter By Batch Name

You can now export invoices within the system ('Analytics > Export Data > Invoices') filtered by Batch Name.

New Columns Added To The Invoices Section

Within the 'Customers > Meters > Invoices' section, you can now see Billing Period, Total Consumption and the cost before and after VAT is applied.

EDF PDF Parsing Improvements

We've made improvements to the parsing of data from an uploaded EDF PDF bill. These updates include more accurate reading of elements such as CCL Cost, Meter Read Type, Day Unit Rate and Night Unit Rate.

Database Speed Improvements

Speed improvements for large batches. We've upgraded the database so customers should now experience a greater speed when processing larger batches.

Built for: BILL VAL

Customer References Revamp

Within 'Customers > Customer References', users have the ability to set references to other modules (e.g. Site, Meter or Contract). These references can be useful for connecting additional data whilst the information can also be recalled using the advanced search when required. With this addition, we've now added the ability for customer references to be created against the customer. This supersedes the 'Customer Reference' field previously found in 'Customer > Customer Details'.

Built for: PRO CRMBILL VAL

Other bits and bobs...

We've also added the following other bits and bobs...

British Gas PDF Parsing

PDF bills supplied by British Gas can now be uploaded through BILL VAL without the need to transfer to a CSV template. As mentioned previously, we'll continue to update BILL VAL to accept many more supplier PDFs.

Built for: BILL VAL

Capacity Type Field

A 'Capacity Type' field has been added to the Bill Validation template so that when bulk importing, users can now choose to include a capacity type for each entry.

Built for: BILL VAL

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!


Have You Seen BILL VAL Recently?

In a nutshell:

BILL VAL allows you to upload customer bills and report instantly on where they’re losing money.

Quite simply:
Offering additional services = More revenue for you.

So what's new?

If you know us, you know that we continuously develop our software. It’s not just about adding new features but also simplifying the complex.

With these latest updates we’ve made it even easier to offer BILL VAL services to your customers by adding yet more helpful tools.

Take a look:

  • PDF parsing - You can now upload a PDF bill direct from the supplier, no need to pre-format to CSV (we're constantly adding more suppliers to the PDF parsing list every week).
  • Exportable datasets. It's your data to export and manipulate as you wish.
  • Auto-creation of BILL VAL queries through a task management system. Ditch the email and avoid potential breaches in data privacy. Customers can resolve issues directly.
  • We've added more rules than ever to help create a comprehensive validation suite. 30+ rules are now checked for every bill.
  • Present everything back to the customer within a snazzy new customer portal, branded as you!

  • PDF parsing - You can now upload a PDF bill direct from the supplier, no need to pre-format to CSV (we're constantly adding more suppliers to the PDF parsing list every week).
  • Exportable datasets. It's your data to export and manipulate as you wish.
  • Auto-creation of BILL VAL queries through a task management system. Ditch the email and avoid potential breaches in data privacy. Customers can resolve issues directly.
  • We've added more rules than ever to help create a comprehensive validation suite. 30+ rules are now checked for every bill.
  • Present everything back to the customer within a snazzy new customer portal, branded as you!


Lessen Your Reliance On Commission

It’s clear that the world is changing. Businesses need your help more than ever. Now is your chance to not only uncover the best price for your customers but to offer a comprehensive energy management solution as well.

For some customers, this service might seem a little alien to them, but this is the new world. Biggest savings are now achieved based on how you use your energy.

You can now offer them a service that is simple and effective, with the carrot being a saving on money and helping the planet!

Enter our two robot friends

William&Valerie

(BILL VAL)

With BILL VAL you can tell YOUR customers:

We think BILL VAL is a great product to start offering extra services to your customers. Unlike other bill validation systems, we do not price per meter/invoice validation, which can become incredibly expensive.

With BILL VAL by UtilityClick, you pay one set monthly fee, no matter if you validate one thousand bills or one million. So the more customers you help, the more financial sense it makes!


A Super Hero Customer Portal For Suppliers

Direct and Indirect Channel

Suppliers, the times they are a changing.

Lockdowns, Volatile Markets, Legislative Schemes. We have portals ready to go to get you ready for the new energy world!

A Forward-Thinking Transparent Portal...

Brand It Your Way

Your very own white-labelled customer portal with user experience in mind! This is no standard portal. This is your portal. Completely customisable to what you stand for and what you want your customers to see.

Your Brand for Your customers...

Custom Development

Whatever your corporate identity, OUR smart energy software can be YOUR smart energy software.

Reduce Your

Cost To Serve

Your direct sales channel is growing. Your TPIs demand first class support. Our portals reduce telephone calls, reduce risky emails and increase efficiency with task management tools for optimum customer management.

Better Query Management...

A triple threat. Become leaner, reduce risk and be more efficient all at the same time. Open up a better dialogue with your TPIs, increase their reliance on your services and present transparent upselling opportunities under one roof.

Show Your True Value

You want to show how you are different to other suppliers. Now you can. Help your direct customers buy and reduce their energy better. Help your TPIs to submit contracts to you and automate status flows, data access and commission payments.

Manage Contract Renewals.

Present Useful Reporting

...That's also beautiful.

The energy landscape is changing

It’s more than just about getting the best price. It’s about all the other things you do as a supplier that makes you great. Your customer portal is ready! Get in touch for your own demo!

It's Time To Put Your Cape On...

Get A Super hero

A Super hero

Customer Portal

Book A Demo

Further reading...

Development Update – January 2024

As always we've got big plans for the year ahead - but we're especially keen to focus…

Read More

“You Saved Us Over $100,000”

Ohio-based procurement experts, Statistical Energy recently told us about the…

Read More


A Super Hero Customer Portal for Brokers

ADR-Ready

TPIs, the times they are a changing.

The ADR scheme is launching soon and, to help you get ready for this, we have developed a brand new Customer Portal!

An ADR-Ready Transparent Portal...

Brand It Your Way

Your very own white-labelled customer portal with user experience in mind! Let our portal help you present to your customers everything you do for them.

Your Brand for Your customers...

Your Brand for Your customers...

Zero Development Required

Zero Development Required

Whatever your corporate identity, OUR smart energy software can be YOUR smart energy software.

Reduce Your

Cost To Serve

Revolutionise your query management process. Allow your customers to create tasks and complaints directly through the portal.

Better Query Management...

A triple threat. Become leaner, compliant and more efficient all at the same time. Open up a better dialogue with your customers, increase their reliance on your services and present transparent upselling opportunities under one roof.

Show Your True Value

You do so much for your customers. You get them the best prices. You analyse their invoices. You help them to reduce their energy. You’re helping them on their Net Zero journey.

Present Interval Data...

Present Interval Data...

Beautiful Carbon Reporting.

...And Manage Contract Renewals.

Beautiful Carbon Reporting.

...And Manage Contract Renewals.

Increase Customer Retention

Present all of your services to the customer in one place and they’ll never want to leave you!

It's Time To Put Your Cape On...

Get A Super hero

A Super hero

Customer Portal

Book A Demo

Further reading...

Development Update – January 2024

As always we've got big plans for the year ahead - but we're especially keen to focus…

Read More

“You Saved Us Over $100,000”

Ohio-based procurement experts, Statistical Energy recently told us about the…

Read More


Shhhh. We won't tell if you don't

Further reading...

Development Update – January 2024

As always we've got big plans for the year ahead - but we're especially keen to focus…

Read More

“You Saved Us Over $100,000”

Ohio-based procurement experts, Statistical Energy recently told us about the…

Read More


Bill Val 2.0 With Advanced Validation

William & Valerie (or Bill & Val for those just catching on) is the nickname for our latest fantastic product – BILL VAL. With it, you can upload batch data files directly from suppliers straight into our system.

Once uploaded our system systematically examines each entry to ensure it’s correct. Upon completion, results are broken down and summarised, enabling succinct reporting back to your customers.

Instant Imports

Raw format imports for EDI/XLS/CSV.

Beautiful Presentation

Analyse pass/fails in a clear, understandable format.

Custom Thresholds

Set your own pass tolerances at customer or global level.

The Best Reporting

Stop sending emails to your clients. Present all types of reports within your very own white-labelled customer portals.

Instant Usage Analysis

Import day Day+1 HH / AMR data straight from the Data Collector.

Customer Portal

Present data to your clients with ease. Allow them to submit meter reads for instant validation.

As an energy broker, you know that the world is changing and you need to offer your customers more than just ‘the best price’. You’ve seen the evolution in our sector; your customers now demand more than procurement only services.

For all of this functionality it’s not as much as you would think. And no other system offers more ‘value’ than our Bill Val product. Unlike other systems, we do not price per meter/invoice validation, which can become incredibly expensive. With BILL VAL by UtilityClick you pay one set monthly fee, no matter if you validate one thousand bills or one million.

Possibly! But we’re confident we’ve built a bill validation product that is better than anything that’s come before it. If there is a useful feature that doesn’t exist and is integral to your workflow, there’s a very good chance we’ll build it… And the good news is we build fast, really fast (take a look at our monthly updates from the development team to see how much we add, every single month).