Watch the full walkthrough
Open the Insights page
- In the left-hand navigation bar, click Insights.
- This is the starting point for critical search and asset tracking.
- The Insights page gives you a high-level view of device status across the system.
Understand the two main dashboard widgets
- The Insights page is split into two sections:
- Each section shows three status categories:
- Good / Online
- Bad / Offline
- NA / Not applicable
- These widgets help you quickly identify which devices need attention.
- The Network view includes all devices in the system, whether installed or still in inventory.
- Status meanings:
| Status | Meaning |
|---|
| Online | Devices currently communicating |
|---|
| Offline | Devices not currently communicating |
|---|
| NA | Devices not yet installed or not assigned a location-sanctioned device |
|---|
- Use this view to understand overall device presence and communication health.
- The Billing view only includes devices actively paired to a meter.
- These are the devices expected to provide meter readings.
- Status meanings:
| Status | Meaning |
|---|
| Good | Actively communicating and reporting recent reads |
|---|
| Bad | No valid reading reported in the last three days |
|---|
| NA | Installed but never received an initial meter reading |
|---|
- The NA group may indicate a meter issue, cable issue, or another installation problem worth investigating.
Open a meter card to investigate a problem device
- Click into a device from the Billing widget to open its meter card.
- The meter card shows details such as:
- Endpoint ID
- Meter serial number (available in edit mode)
- Current status and read history
- The map will zoom to the meter's exact location so you can see where it sits in the overall system.
Search for a device using the meters table
- Go to the Meters option to access the searchable table.
- Use this when you cannot identify a device from the dashboard.
- You can search by:
- CIS account number
- Business name
- Address
- Results update dynamically based on the field you enter.
Use the map and table together to identify the right device
- As you hover over rows in the table, the matching dot on the map highlights.
- You can also hover over a device on the map to move that record to the top of the list.
- This makes it easier to visually confirm the correct meter when you do not know the device number.
Filter the table to only show devices visible on the map
- If you know the general area of the device, use the filter to addresses visible on the map option.
- As you zoom and pan, the table narrows to only the meters currently visible.
- This is especially useful when searching a specific part of a city or service area.
- Once you find the right address, click into it to open the meter information.
- The meter card includes both:
- Location info
- Residence info
- You can use this to identify the account by homeowner, resident, or organization.
- Example workflow:
- Open the meter card
- View the associated organization or residence
- Click through to see all locations tied to that account
- Return to the meter card when needed
- Use the account search options to switch between:
- If you know the resident or organization name, search there to find all associated accounts.
- This helps you locate one specific meter among multiple locations tied to the same customer or resident.
- Use this method to quickly navigate across the system and find the exact device you need.