Utility Dashboard

Shows a portfolio-wide utility and expense dashboard with open reimbursement exposure and property preservation costs.

Who Uses This Feature

Admin, Asset Manager, Brokers, Agents, and Transaction Coordinators Asset Operations

What This Feature Can Do

Asset-by-asset utility rollup
Open utility bill and reimbursement visibility
Property preservation expense tracking
Single-asset detail panel for utility accounts, utility bills, and preservation cost rows
Manual preservation expense entry without leaving the dashboard

How To Use It

Use it when you need to see open utility pressure across the portfolio instead of checking one asset at a time.
Filter by client, assigned user, or open-only exposure to focus the list.
Click one asset to review its utility accounts, bill rows, and preservation expenses.
Log preservation expenses directly in the detail panel so closeout and reimbursement pressure stay visible.

Best when

You need a clean rollup of utilities, reimbursements, and property preservation costs across many assets.

What you will see

A summary list of assets with open utility due and open preservation cost, plus a side panel for the selected asset detail.

Watch for

Keep account numbers, reimbursement status, and preservation payment status current so the dashboard reflects real exposure.

This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.