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How to Adjust Utility Bill Owner Information

Updated over a week ago


Users can add utility bill owner information from the Customer Info tab. This is an optional feature. If a utility bill owner is assigned, they will sign the contract, otherwise, the contract will be signed by the customer. Follow the steps below to adjust utility bill owner information.

Step 1: From the main menu, go to the “Customers” tab.

Step 2: Locate the “Actions” section and click “Proposals”.


Step 3: Click “View Detail” on the proposal card.


Step 4: Click the “Customer Info” tab on the left.

Step 5: Go to the “Utility Bill Owner Info” tab and click the “Edit” icon.

Step 6: Input the utility bill owner details, then click “Save”.

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