How to Adjust Utility Bill Owner Information

Users can add utility bill owner information from the Customer Info tab. This is an optional feature. If a utility bill owner is assigned, they will sign the contract, otherwise, the contract will be signed by the customer. Follow the steps below to adjust utility bill owner information. 

Step 1: From the main menu, go to the “Customers” tab. 

Step 2: Locate the “Actions” section and click “Proposals”.

Step 3: Click “View Detail” on the proposal card.

Step 4: Click the “Customer Info” tab on the left.

Step 5: Go to the “Utility Bill Owner Info” tab and click the “Edit” icon.

Step 6: Input the utility bill owner details, then click “Save”.