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Creative Technologies El Dorado Utility Billing Solution Open, Capable, Affordable Utility Billing Version 9 www.Utilitybillingsoftware.com Phone: 949-200-8100

Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

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Page 1: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Creative Technologies El Dorado Utility Billing SolutionOpen, Capable, Affordable Utility Billing Version 9 www.Utilitybillingsoftware.comPhone: 949-200-8100

Page 2: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

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Todays Utility Billers - demand a system that can perform and take them into the future

Ease of Use/ Full featured • Industry specific software

built for utilities

• Easy to use while fully functional and meets any business challenge

• Integrates seamlessly with 3rd

party meter reading devices

Stability/ Future Proof• Upgrade protection model

keeps you current while maintaining your budget

• Ongoing technical support always there when you need it

Reporting/ Usage/ Collections • Extensive system reporting

with historical tracking of each accounts payments and usage

• Billing and collections management system to track overdue payments, receivables and system transactions

Cloud Enabled Online Billing• Cloud based customer

portal for bill presentment and payment

• Secure online payment of ACH, Electronic check or Credit Card

• 24 x7 self service customer care for billing address and phone number updates

Page 3: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Company Overview

3

1984 1985 1995 2000 2006 2009 2010 20112003 2012

MS DOS

Version

Released

Version

3.0-9.0

Released

Version

M+3

Released

Version

M+3.5

Released

Version

2006

Released

Version

2006. v2.0

Released

Version

7.0

Released

Version

7.5

Released

Version

8.0 & 8.5

Release

El Dorado Utility Billing Software History

Creative Technologies We are a fast growing privately owned corporation lead by executives with 20+ years in

technology. Our primary company charter is to deliver innovation and new leading edge solutions to the water,

gas and electric billing industry. We maintain separate staff for sales, development and product support to best

meet our customer’s goals.

The chart below shows our long company history and commitment to continual product improvement.

Creative Technologies formed

Version

9.0

Release

2013

SQL

Database

Allocation Billing

Android Meter

Reader

Windows

interface2 Metered

Billing Updated

Interface

Feature

Enhancements

Online

Customer Bill

Payment portal

Multi Utility

Services Billing

Feature

EnhancementsFeature

Enhancements

Page 4: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

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El Dorado Software Capabilities

Utility Billing

• Billing based on meter readings or flat rate services

• Customer account management

• Collections management

• Usage and financial reporting

• Batch import readings

• Supports multiple vendors

• Radio or touch reading interface

• Variance checking, missed reading reporting

• Meter change out tracking

Online Bill Presentment

• Bill presentment directly to customers email or Pay Now web link

• Electronic payment due reminders

• Electronic Check, ACH or Credit Card

• Store 24 months of history online

Mobile Meter Reading

• Phone

• Email

• Remote Access into your system

• 3rd party integration assistance

Ongoing Technical Support Software Upgrade protection

• Receive continually software upgrades

• System enhancements

• New feature training and support

• Integration with other software systems Safe Investment

Ongoing Support

Page 5: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Total Control of Ownership

5

*See Important Information page.

Creative Technologies Offers

Ongoing Support – Fixed price annual support contracts. US and International, technical support available for billing clerks or IT support person.

Remote Access – fast problem resolution our support staff through remote PC access.

System Upgrades – simple easy system upgrades for new features and software patches with upgrade protection.

Managed Transitions – smooth product transitions that minimizes disruption to your staff and customers. We try to retain the existing billing process with minimal customs development.

Training – remote of onsite training programs for billing clerks.

3rd Party Integration – expand El Dorado to integrate with other programs.

Data Conversion from existing systems - We understand the importance of retaining historical billing and customer information. We offer data migration services to port your information from your legacy system into El Dorado.

Page 6: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Why use Creative Technologies for your Utility Management System ?

A Single Point of Contact

Reduce Risk , Cost and Time

Integration with Automated Meter

Radio Reading

Innovative Installation and

Support

Ongoing Software Upgrades

A single point of contact for the entire solution covering Consulting & Systems Integration around utility business process, software support, infrastructure architecture, operations and management.

Creative has invested hundreds of thousands of dollars in R&D to develop the architectures and repeatable consulting services which combine to reduce the risk, cost and time to successful implementation. We are experts and focus solely on utility management solutions.

El Dorado supports handheld and Radio reading systems from Itron, Neptune, Sensus, Badger, Radix, Spire, Datamatic, Infinity and Microsoft .CSV. We have built a easy to use module that allows for simple reliable meter reading import and export to from the billing system the meter reading interface.

To control costs and maximize support we have a unique integrated remote control software built into the program so our technical staff can quickly log onto your system and resolve your problem just like they where sitting next to you. This allows us to see exactly your issue and make corrective action.

Investment in a billing system is no small undertaking, we offer a unique Upgrade Protection Program to keep you current on future releases of the software. As new functionality is released you always have up to date software to meet your billing needs.

Page 7: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

El Dorado Utility Billing

HISTORICAL DATA

REPORTING

ONLINE BILL & PHONE

PAYMENT

E-MAIL BILL PRESENTMENT

AUTOMATIC METER

READING

CUSTOMER ACCOUNT

MANAGEMENT

SERVICE ORDER

TICKETING

The “Status Quo” old billing software no longer meets the need. Billers need a solution that is easy to use, and doesn’t break the bank …El Dorado provides a integrated solution

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Account ledger

Current and Late Payment Tracking

Payment and usage tracking

Portal with 24/7 customer care

access and 24 months of prior

billing (ACH, eCheck, Credit Card)

Statements sent directly to customers email

Supports leading Automatic

Meter Reading systems

Tech dispatch system

Parts and labor tracking

Reminder and Shut-off and Notices

(paper or email)

Check scanning system Integrated Android touch reading for

tablet or smart phones

Email or text technicians

Page 8: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Our approach onboarding new customers

Keep Bill Receiver in Mind

El Dorado Utility Billing and Management Solution

Evaluate Current Process, Taylor Application to Customers needs, Customize if Required

Provide Evaluation Software for Testing with Customers Data

Train Staff on Reading Import and Billing Process

Review Data, Rate Tables, Perform Pre-billing Sample Reports

Create Final Bill Statements

Helpdesk to provide ongoing support

Key Themes

Reduce ComplexityManaged Transition Customer Focused

Page 9: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

El Dorado Versions Based on Customer Size

Common Software Base with Upgrade Between Versions

Comprehensive features for small water billing or property management firm or association

GraduateSingle UserUp to 200 Billed Accounts

Enhances the Graduate platform to allow for unlimited bill accounts on a single database

Professional Single User Unlimited Billed Accounts

Multi-user/ Multi-database version including support for 3rd party Automatic Meter reading interface

ExecutiveMulti-UserUnlimited Billed Accounts

Full-featured system with support for complex billing calculations

EnterpriseMulti-UserUnlimited Billed AccountsMulti-meter/ RUBs Billing

Page 10: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

El Dorado Major Features/ Functions

Multi-Metered Service Billing – 1 system to bill multiple metered services (Water/ Electric/

Gas) Now you can bill multiple meters or services on 1 multi-metered statement, ideal for use with multi-unit property owners or billers that need to bill for multiple services like water, gas and electric on a single bill.

Advanced Service Work Orders – With the enhanced service work order system you

can assign service tickets to a technician, track time, open / close ticket’s, set priority, track parts used.

ACH Bank Transfer – Allows you to upload a file to your bank and automatically deduct utility bill

payments for customer’s bank accounts. ACH operations are done in a batch mode allowing multiple payments to be processed simultaneously.

Lien Tracking – Track accounts that are behind in payments and have liens applied this limits accidental

partial payment of overdue bills. – Improves collections.

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The El Dorado system is loaded with 100’s of features, however we continually enhance the

system to provide the best and most current technology. Version 9 has several enhancements

that outpace competitive systems.

Page 11: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Text Messaging – Service Order requests can be sent via text message to your field based technicians

and the tech can respond back directly to your email. The text message will include the subject and body of the service order message.

Track Move In / Out Dates – New function to track at the account level the date each account

has moved in or moved out of the property.

Prior Late Fees Listed on billing statement – Now the 8 ½ x 11 printed statements

show the prior late fee as a new line item. Customers can now clearly see how the prior late fee is calculated in their bill.

Windows 8 Compatible- Compatible with Windows 8 Professional and backwards compatible with

Win 7, Vista and XP Pro Windows 32 and 64 Bit operating systems and Windows Server

Supports USPS MASS Bulk Mail - New features added to support intelligent barcode for bulk

mail rates and displaying requirement for Return Service Requested on Post Card.

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New Features/ Functions Continued…

Page 12: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

New Features/ Functions Continued …..

Bill Prorating – Automatically calculates the correct customer charges based on the number of days the

person occupied the property. Prorate all charges or just base fees – Easy to use feature.

Print Single Bill Feature – Now in one step you can calculate and print a single customers

bill, reduces steps and saves time in bill calculation.

Estimated Usage Billing – Bill based on variable number of readings allows you to define

variable of prior readings to include in reading estimate.

Online Bill Presentment and Payment – Working closely with our partners at

Invoice cloud we have enhanced our online bill functionality to provide best in class online bill presentment and payment.

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Page 13: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Customer Account Manager

Common tool bar to access functions

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Duplicate bill to multiple mailing addresses or email

Separate service and bill to addresses

Online bill settings on customer record

Create your own custom fields

Track move in / move out dates

Set special account handling codes

Group customers by type of billing cycles

Tabbed format to navigate customers account

Page 14: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Integrated Reporting

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Selectable report types by category

Specify output sorting on report

Select report criteria

• Financial criteria

• Type of account

• Date range

Exportable to:

• Crystal Reports

• Adobe PDF

• MS Excel

• MS Word

Page 15: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Online Billing and Bill Presentment

• El Dorado offers a fully integrated online billing and bill presentment solution

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From the main dashboard your able to synchronize payments and

link to the biller portal

Page 16: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Online Portal – Biller Login

Full access to all reporting and user accounts online as the system administrator

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Customer Account Management

Page 17: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Customers View Statements Online

• Up to 24 months of history stored

• View Actual Billing Statement

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Page 18: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Meter Reading Interfaces

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Supports meter reading interfaces from these leading meter providers

Page 19: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

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El Dorado Easy Reader for Android

Double click on Easy Reader Icon Launches app

Page 20: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

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Reading Entry

Correct Entry Error in reading

• Large numeric key pad

• Scroll between accounts

• Option to display only missing readings

• Displays previous and current reading

• Optional misc. text field integrated with billing system

• Account search / sort

• Enter notes from field per account

• Account Detail

Page 21: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Integrated Service Orders

• View service order status

– Open

– Closed

– Pending

– Customer definable

• Set Priority (High / Low / Customer definable)

• Assign specific technician to project

• Pick / create list of work to be performed

• Schedule and track time of work to be performed

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Page 22: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Creative Technologies Annual Support Options

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FEATURE COMPARISONBy

Incident Basic

SupportUpgrade

Protection

El Dorado Application Assistance (Support through problem resolution)

Toll Free Support Line

Software Patches(Fixes within version)

Free Upgrades to New El Dorado Versions

Free Reports Module Updates

Free AMR / Handheld software updates

Reinstallation of El Dorado software on customers new PC

Priority Call back and escalation management

Unavailable Feature

Existing /Unchangedfeatures

New /Changedfeatures

Page 23: Creative Technologies El Dorado Utility Billing Solution Dorado v9 System Overview.pdf · 4 El Dorado Software Capabilities Utility Billing • Billing based on meter readings or

Let us show you how easy billing can be:

Call us today to schedule a personalized product demonstration

• Video links

– Online Bill presentment and payment

› www.waterbill.com

– Meter reading importing

› http://www.screencast.com/t/qCiTmmZflCw

Phone 800-898-3838

Web site www.waterbill.com

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