Welcome to our dev update for the month of APRIL, or, if we drop the 'R' and the 'L', we could perhaps call it the month of API.

Previously customers have utilised our API to push information from our software through to other systems such as external reporting or a non-energy-specific CRM.

Our latest release sees a long-awaited upgrade that will now allow data to be pulled from external applications too.

What does this all mean? A 2-way, push/pull API allows for unlimited integration, either with a third-party app or your own custom solution.

Put simply, you can now fully utilise our powerful software however you wish, whether you need UtilityClick to automatically create contracts pulled from a separate internal system or push lead information from UtilityClick to be stored in an off-the-shelf solution like Salesforce.

With this work completed, we'll be integrating with more applications in the near future but for now, read on to hear how the updated API has improved our integration with Tickd, plus there's the usual mix of 'Other Bits & Bobs', all in our April development update...

Enhanced Tickd Integration With 2-Way API

Using the API work mentioned above we have added 2-way functionality for those that utilise the Tickd price comparison tool with our PRO CRM. With this new feature, Tickd can now write to the UtiliyClick system to automatically add customers, and create sites, meters and contracts.

Want to know more? Contact your account manager.

Built for: PRO CRM

Other bits and bobs...

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

Quote For Non-Limited Companies Through Tickd

When requesting pricing through our connection with Tickd it's mandatory to provide a valid company registration number for it to succeed. This has previously made it tricky to receive quotes via Tickd for non-limited companies. We've added an optional bypass where a user can enter the Company Reg. TE888888 to inform Tikcd that the company is not limited and allow the quote to proceed.


Advanced Sites Search

We've spent time improving our advanced search functionality when looking for site addresses. Previously when searching any site address within the Customers or Leads modules it was necessary to input a fully completed line of address to bring back any results. Now, your search can be as vague as you need and the improved search function will match all relevant sites.


Longitude / Latitude Lookup

When a new site address is added we'll now also look up and store the longitude and latitude value for you. This information can then be used by our software to show map and location data where required.

Built for: PRO CRM

Bill Validation UI

We've updated the UI of BILL VAL to include four new tabs to keep track of current and past validations. They comprise of 'Validated', 'Under Query', 'Complete', and 'All'.

Built for:

Auto-Genenerate Queries

We've added a feature to help manage any failed bill validations and auto-generate tasks to manage a resolution. If a bill validation batch contains one or more failed results, then (within the 'Bill Validation' overview screen) you can now click 'Go' - 'Auto Gen Queries'. A popup will appear to assign a task against the failure, whilst also moving the batch to the 'Under Query' section. The resulting created task will automatically inherit all the necessary information from the report, ready to be actioned by whichever team member is chosen from within the popup.

Built for:

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!