Account Basics
This number is most commonly used to retrieve an account.
What is the Bill Account Number
This screen allows you to create WFM lists while filtering for groups, types, and location.
What is the Workflow Manager Main Screen
This button opens Beacon to show notes associated with the account.
What is the Contacts Button
This action pushes a WFM through and allows billing to take place.
: What is Override
Indicator that someone is already following this account.
What is a Pull Bill
This option freezes a WFM until the correct person is ready to work it.
What is Hold in Process Mode
Contacts tied to the building itself and carry over to new accounts.
What are Premise Contacts
This option is used in completing a WFM when estimates or changes are made to fix an error
What is Other Task
This screen lists active accounts tied to a given address.
What is the Premise Sub Screen
This screen highlights the meter read that caused the WFM in red.
What is the WFM Investigation Screen
Marking contacts as “blank” shows that they are important.
What is Critical
This process mode option is not used when completing a WFM.
What is the 'Refer' option.
This screen shows previous meter readings.
What is Meter Read History
This option closes the WFM when work is done.
What is Complete in Process Mode
This menu allows you to access other Beacon sections when already in Beacon.
What is the Beacon Menu Tab
This process mode option is used very rarely.
What is the 'Reject' option.
The 'blank' class shows what rate is used to bill an account. It is a part of the circle of inspection.
What is the revenue class.
This sub-screen shows all WFMs attached to a Customers Name.
What is Select Work Related Screen
Examples of commonly used contacts come from this document.
What is the Billing Contacts Word Document
This section shows whether a bill has been cancelled or seen by the customer.
What is Reading and Bill Status