Top Rated Courses
We have courses for a variety of different products but these ‘Top Rated Courses’ are what our regular Users consider to be the most ‘totally awesome’. That’s their words, not ours.
BILL VALIDATION
Learn how to upload Supplier bills and validate them quickly and easily with BILL VAL.
BILL VAL
LEVEL:
Customer Management
Learn how to set up and manage your customers, sites and meters in your CRM system.
Pro CRM
LEVEL:
Customer Portal
Learn about the Customer Portal including how to set up access and how to navigate.
PORTAL
LEVEL:
List of Courses
Search our complete list of Utiliversity courses using the filters below. We’re adding courses all of the time so check back soon for the latest additions.
13 Courses • 48 Video Tutorials
Bespoke Procurement
In this course you will learn how to take a bespoke Tender from creation to acceptance for your bespoke contracts.
Bill Validation
Learn how to upload supplier bills to our system and validate them quickly and easily with Bill Val.
Customer Management
Learn how to setup and manage your customers, sites and meters in your CRM system.
Customer Portal
Learn about the Customer Portal including how to set up access for your customers and how to navigate it.
Dashboards
Learn about our useful Dashboards to see how they can support you with better visibility and reporting.
Data Exporting
In this course, learn how to export various reports from the CRM.
Data Importing
Learn how to save time by bulk importing various sets of data directly into the CRM.
Forecasting
Learn how to use Budget Consumptions to improve the accuracy of your forecasting.
Instant Quote
Learn how to run an Instant Quote and quickly view prices.
Lead Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Pipeline Management
Learn how to setup and manage your leads, sites and meters in your CRM system.
Procurement Admin
In this course you will learn how to manage registrations and terminations in the CRM.
Supplier Management
Learn how to set up suppliers, products and purchasing strategies.
Updating Data In Bulk
Learn how you can keep your records up to date by bulk importing updated information across different areas of the system
User Admin
In this course you will learn how to setup your Teams and users as well as how to manage their access.
Can’t find what you’re looking for?
We also have an ever-increasing FAQ section for more targeted answers to any UtilityClick questions that you might have. Alternatively, why not contact your account manager to set up a course of dedicated bespoke training?