Hub | Managing Sites

Site Management Overview

The Utilidex | Energy Hub allows you to maintain standing data for power, gas and water. What services are activated, will depend on your subscription levels. Important: - at Utilidex we refer to the site mod...


Site Health Checks

The Health Check is a quick and simple way to understand whether there are any underlying issues with data related to individual sites. There are four things which the Hub monitors: Metering - Checks for t...


Manage, search and edit site lists

You can search for your sites, via the site search screen which is shown below, the detail can be found in site management, site list and then site information from the main menu. You can search by entering a...


Viewing and editing site information

Site CRM You can navigate to any site, by first selecting the site from the site list, and then clicking on the “Site” in the Navigation section. You’ll then go through to the main section for the site searc...


Adding new sites

Before we start, it’s worth explaining a few things about the Utilidex Data model and what’s possible. Firstly, and to re-cap the below diagram shows the data hierarchy for a site: Adding groups and ...


Review Contracts and Rates

A key task for management of your sites is to review the contracts and rates agreed with the suppliers. The Utilidex Energy. Hub has a rate reviewer feature that allows you to check the rates, and determine whe...


Managing a Change Of Tenancy

Very rarely is a property portfolio static. Sites can be bought and sold, as well as leased. There are many implications in the energy industry as to who has ownership or responsibility for a property. You must...


Task Management

You can manage all of your key site tasks, via the Task Management Screen as shown below. This screen includes both all of your tasks that are raised in the Site Management Screen (as above) as well as any Chan...