How to Adjust Utility Bill Owner Information

Users can add utility bill owner info 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: Locate the “Customers” tab on the left-hand side. 

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

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

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

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

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