Getting started
New to UMS? Get up and running in minutes with the quick start guide, login and security, and navigation basics.
Accounts & sites
Manage customer accounts, the physical sites linked to them, energy agreements, and account contacts.
Connections & energy
Work with electricity, gas, and water connections, tariffs, scenarios, retail accounts, and brokerage.
Invoices
Upload, process, and manage energy invoices with UtiliRead OCR, validation, and bulk import batches.
Reports & settings
Generate and schedule reports, configure notifications, and manage users, imports, and preferences.