Smart360 Core System Settings - FAQs

Navigation & Interface Overview

Q1: How do I access the Core System Settings in Smart360?

A: Navigate to the main dashboard and click on "Core Configuration" or "System Settings" from the setup menu. You'll see a six-tab navigation interface with tabs for: Utility Services, System Access, System Roles, Consumer Categories, Document Types, and Contracts. The tabs are arranged horizontally across the top of the interface in this specific order.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q2: What are the six main configuration sections in Core System Settings?

A: The six primary configuration sections are:

1. Utility Services - Configure available utility types and measurement units
2. System Access - Select and activate system modules
3. System Roles - Define user roles and department access
4. Consumer Categories - Set up customer classification types
5. Document Types - Configure document management categories
6. Contracts - Manage contract types and attachments

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Utility Services Configuration

Q3: What utility services are available in Smart360?

A: Smart360 supports the following utility services:

• Water
• Gas
• Electricity
• Waste Water
• Thermal/Heat
• Micro-grid
• Broadband
• Property Tax
• EV (Electric Vehicle)
• Waste
• Hot Water

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q4: How do I activate or deactivate a utility service?

A: To activate/deactivate utility services:

1. Navigate to the "Utility Services" tab
2. Find the desired service in the list
3. Use the status toggle switch to activate (ON) or deactivate (OFF)
4. When activated, the service border turns blue with a checkmark
5. Deactivated services are not available for customer selection or system processes

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q5: What's the difference between metered and non-metered services?

A:

• Metered services: Consumption is measured and tracked for billing purposes (e.g., electricity usage in kWh)
• Non-metered services: Fixed billing without consumption measurement (e.g., flat-rate waste collection) You can only enable/disable metering for active services. Toggle the "This is a metered service" option to control whether consumption is measured for billing and monitoring.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q6: How do I select the correct measurement units for each utility?

A: Measurement unit options depend on the utility type:

• Electricity: kWh (kilowatt-hours), MWh (megawatt-hours)
• Water: Gallons, Liters, Cubic meters
• Gas: Cubic feet, Cubic meters, Therms
• Thermal/Heat: BTU, kWh Select the unit that matches your local standards and regulatory requirements. The system automatically provides appropriate options based on the utility type selected.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

System Access & Module Configuration

Q7: Which system modules are available and in what order should I configure them?

A: The modules are displayed in this recommended sequence:

1. Organisation Setup
2. Utility Setup
3. Plans & Tariff
4. Call Center
5. Consumer Services
6. Meter Data
7. Billing
8. Service Order
9. Fieldforce Mobile App
10. Asset Management
11. Reports and Analytics
12. Communication Hub
13. Integration Hub
14. Consumer Web App
15. Consumer Mobile App

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q8: How do I select system modules for my organization?

A: To configure system modules:

1. Navigate to the "System Access" tab
2. Review available modules and their descriptions
3. Click on each relevant module to select it (border turns blue with checkmark)
4. The system validates your selections for dependencies
5. If dependencies are missing, you'll receive alerts about required modules
6. Save your selections - the system saves automatically

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

System Roles & Department Management

Q9: What roles are available in the Administration Department?

A: The Administration Department includes:

• Utility Administrator: Configures system settings, manages master data, sets up workflows, maintains user roles, and develops reports for leadership
• Utility Manager: Has oversight access across all departments to ensure operations run efficiently, monitors cross-departmental processes, identifies bottlenecks, and implements organization-wide improvements

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q10: What roles are available in the Customer Service Department?

A: The Customer Service Department includes:

• CSO Manager: Oversees all customer touchpoints, implements service strategies, analyzes customer data, and manages service metrics
• Customer Executive: Handles walk-in customers, processes account changes, resolves billing disputes, and manages complex in-person transactions
• Call Center Representative: Manages customer calls, creates service orders, answers billing questions, and schedules field service appointments
• Recovery Executive: Manages delinquent accounts, negotiates payment arrangements, processes disconnections, and tracks payment compliance

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q11: What roles are available for field operations and technical departments?

A: Metering Department:

• Meter Manager, Meter Supervisor, Meter Reading Supervisor, Meter Reader, Validator

Billing Department:

• Billing Manager, Billing Specialist, Printing Vendor

Operations & Maintenance Department:

• O&M Manager, Field Force Technician, Dispatcher

Asset Management Department:

• Asset Manager, Plant Supervisor, Assets Technician

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Consumer Categories Management

Q12: How do I add a new consumer ?

A: To add a new consumer category:

1. Navigate to the "Consumer Services" from the main menu
2. Click the "Add Consumer" button
3. Enter the nessacary details
4. Click "Save and proceed"
5. The new consumer will appear in the list below

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q13: How do I edit existing consumer categories?

A: To edit a consumer category:

1. Find the category in the list
2. Click the "Edit" button next to it
3. Modify the Name and/or Description as needed
4. Changes are saved immediately and reflected in the list
5. You can also add subcategories (e.g., Single Family, Multi-Family under Residential)

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q14: Can I delete consumer categories and what are the restrictions?

A: Yes, you can delete consumer categories using the "Delete" button. However, if the category is linked to existing consumers or used in active processes, deletion may be prevented to maintain data integrity. The system will alert you if deletion is not possible.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Document Types Configuration

Q15: How do I set up document types for my utility?

A: To configure document types:

1. Navigate to the "Document Types" tab
2. Review default document types (Invoice, Contract)
3. Click "Add Type" to create new document types
4. Enter Name (mandatory) and Description (mandatory)
5. Click "Add" to save the new document type
6. Use "Edit" or "Delete" buttons to manage existing types

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q16: How do subcategories work for document types?

A: Document types support subcategories for better organization:

• Example: "Invoice" can have subcategories like "Regular Invoice" and "Final Bill"
• Use the "Add" button to create subcategories under any document type
• Each subcategory has its own edit and delete options
• This functionality works the same as in previous releases

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Contracts Management

Q17: How do I add a new contract type?

A: To add a contract type:

1. Navigate to the "Contracts" tab
2. Click "Add" to open the form
3. Enter Name (mandatory field)
4. Enter Description (mandatory field)
5. Optionally attach files (PDF, DOCX, JPEG, PNG)
6. Click "Add" to create the contract type

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q18: What file types can I attach to contracts?

A: Smart360 accepts the following file types for contract attachments:

• PDF documents
• DOCX (Word documents)
• JPEG images
• PNG images File uploads are optional, but if you choose to upload, only these valid file types are accepted.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q19: What happens when I try to delete a contract type that's in use?

A: If a contract type is linked to any consumer or service process, the system prevents deletion to maintain data integrity. You'll receive a warning message explaining why deletion isn't possible. To delete the contract type, you must first remove all links to consumers or processes.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Troubleshooting & Common Issues

Q20: How do I know if my configuration is complete?

A: Configuration completeness indicators include:

• All tabs show blue borders and checkmarks for configured items
• No error messages or warnings in any section
• All mandatory fields completed across all tabs
• Module dependencies satisfied
• Visual progress indicators showing 100% completion

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Best Practices & Optimization

Q21: What's the recommended sequence for completing Core System Settings?

A: Follow this optimal configuration sequence:

1. Utility Services: Define what services you offer
2. System Access: Select required modules based on your services
3. System Roles: Set up user access appropriate for your organization
4. Consumer Categories: Create customer classifications
5. Document Types: Configure document management
6. Contracts: Set up contract types and templates This sequence ensures dependencies are met and reduces configuration conflicts.

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility

Q22: How can I optimize my Core System Settings for better performance?

A: Optimization recommendations:

• Utility Services: Only activate services you actually provide to reduce system complexity
• Modules: Select only necessary modules to improve system performance
• Roles: Assign roles based on actual job functions to maintain security
• Categories: Create logical, non-overlapping consumer categories
• Document Types: Use subcategories to organize related documents efficiently
• Contracts: Attach only essential files to keep the system responsive
• Regular Review: Periodically review and clean up unused categories, document types, and contract types

Video URL - https://www.bynry.com/smart-utility-management-software

Platform URL  - https://platform.bynry.com/onboarding/utility