Portfolio review
Provider mapping
Access & rules defined
A calm, proven transition
without disrupting operations.
Onboarding Timeline
Phase 1 Discovery & Setup (Week 1)
Phase 2 Transition (Week 2-3)
Bill capture live
Payment workflows activated
Exception handling begins
Phase 3 Steade State
SLAs in effect
Reporting live
Ongoing optimization
What we need from you
Service addresses- Utility providers per property
- Existing logins (if available)
- Payment preferences & controls
- No perfection required. We handle messy.
When providers are messy
- Utilities lose bills.
- Portals break.
- Providers contradict themselves.
- That's normal