Utility Move In Process

Modified on Wed, 10 Aug, 2022 at 10:29 AM



In this Knowledgebase (KB) Article it will walk you through performing the Move In function within iGov Services. 

 

You will learn:

  • How to perform the Utility Move In function 


First you will need to be logged into iGov Services

On the black navigation bar to the left

In iGov Services, navigate to:

Dashboard → Utility Meter

(If you do not see this menu choice please contact your administrator to provide the appropriate rights)




Click dashboard on the black bar on the left and select Utility Meters.




On the Utility Reading Process screen click the Move In button which is indicated by the red arrow in the image above. 




On the next screen you will use the dropdown and select Utility - Utility.




Click on the green Customer Information accordion type dropdown. 




On this screen you can search for existing customer information using the Customer field. If you see the desired customer select it. If the customer does not show up then click the create a new customer button. 






The Create New Customer screen will open and it is important to enter as much info as possible. There is one field that is required is the customer name, but in this case more is better.  When all the information is entered click Submit. 


Note - Do not click the Create New Customer button if you have searched and selected an existing customer. 





You will notice at the bottom of the screen some of the information that was entered is displayed. 






Select the Data Entry Accordion dropdown and under Application type select New.




On the third Accordion dropdown you may add a charge line at this time. It is not necessary but you may if you wish. You can also search the PIDN and click the view button at the upper left corner and then click current charges. 



Below is a link to an article showing how to add a charge line on an account. 


https://support.igovservices.com/a/solutions/articles/73000567401



When you have entered all that you wish to click the Complete Record button at the bottom of the screen. 



Now that the customer has been created a new record must be created for the new customer. Below is a link that will take you to an article with detailed instructions on how to create a new record. 


https://support.igovservices.com/a/solutions/articles/73000553393




Version 5.0 of iGov Services 

Last updated on: 8/10/2022

Updated by: TS












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