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How to Add a Utility Provider

Steps to add a utility provider

Updated over 2 months ago

Utility providers are maintained in a master list and serve as the source of truth across projects. Utilities are managed from Advanced and reused across communities and properties.

Add a Utility Provider

  1. Open Advanced
    From the main navigation, select Advanced.

  2. Open Utilities
    Select Utilities to view the master list.

  3. Add a provider
    Click Add New.

  4. Enter provider details

    • Service Type (for example, Gas, Electric, Water, HOA)

    • Company Name

    • Contact Information (phone number, website, or other details)

  5. Save
    Click Save Changes.

The provider is added to the master library and can be linked to communities.

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