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Automated utility billing calculation and notifications

Purpose

1. Automate the entire utility billing calculation and notification workflow for military residence housing, minimizing manual data entry, ensuring timely billing, reducing operational errors, and automating transparency for occupants and administrators.

2. Automatically fetch meter readings, calculate bills based on rates, apply discounts or allowances for military personnel, schedule automated notifications, automate payment reminders, log payment status, and generate automated compliance-ready reports.


Trigger Conditions

1. New monthly meter data becomes available from smart meters or manually entered.

2. Automated completion of scheduled billing cycle date.

3. Automated update or change in resident records or personnel details.

4. System receives a successful payment notification or payment failure.

5. Service member moves in or vacates, triggering final or prorated billing automation.


Platform Variants

1. Twilio SMS

  • Feature/Setting: Automate outbound SMS notification of invoice and payment reminder via Twilio Programmable Messaging API.
  • API/Config: POST to `/Messages` endpoint, body: `{to: , body: }`

2. SendGrid

  • Feature/Setting: Automate utility bill emails with attachments using SendGrid Mail Send API.
  • API/Config: POST to `/mail/send`, body: `{personalizations: [...], from: ..., content: ...}`

3. Stripe

  • Feature/Setting: Automate invoice generation, payments, receipt dispatch, and failed payment automessaging.
  • API/Config: Create Invoice API, setup webhooks for payment status.

4. QuickBooks Online

  • Feature/Setting: Automate bill entry, synchronization with payment status, and financial reporting by QuickBooks Billing API.
  • API/Config: POST to `/v3/company//invoice`

5. SAP S/4HANA Cloud

  • Feature/Setting: Automate integration for billing creation, GL entries, and reporting via FI-CA module APIs.
  • API/Config: Use `/API_BILLINGDOCUMENT_SRV`

6. Zapier

  • Feature/Setting: Automate multi-step bill notification, record logging, and reminders using multi-app zap workflows.
  • API/Config: Webhook trigger, Email/SMS task actions.

7. Microsoft Power Automate

  • Feature/Setting: Automate invoice approval, notification via Teams or email, payment status sync with SharePoint.
  • API/Config: Trigger: "When item is created", Action: "Send email"

8. Google Sheets API

  • Feature/Setting: Automate population of bills, calculation columns, and sharing via Google Sheets API.
  • API/Config: Append data to `/spreadsheets/{spreadsheetId}/values/{range}:append`

9. FreshBooks

  • Feature/Setting: Automate invoice processing, recurring billing, and resident portal access via FreshBooks Billing API.
  • API/Config: POST to `/accounting/account/{accountId}/invoices/invoices`

10. DocuSign

  • Feature/Setting: Automate sending digital bills and capturing acknowledgments via eSignature API.
  • API/Config: POST to `/envelopes`

11. Salesforce

  • Feature/Setting: Automate housing resident profiles, automated bill task creation, and SMS/email notification via Salesforce Flows.
  • API/Config: Flow Builder, REST API callouts.

12. Mailgun

  • Feature/Setting: Automate emailing of bills and reminders using transactional API.
  • API/Config: POST to `/v3/{domain}/messages`

13. HubSpot

  • Feature/Setting: Automate contact enrollment into billing workflows using HubSpot Workflows and custom webhook actions.
  • API/Config: Workflow triggers via property change; Webhook action to billing endpoint.

14. ServiceNow

  • Feature/Setting: Automate incident creation for overdue bills, resident queries, and workflow-driven notifications.
  • API/Config: Scripted REST API, Flow Designer.

15. Oracle Fusion Cloud

  • Feature/Setting: Automate bill calculation, payment transaction sync, and reporting with REST APIs.
  • API/Config: POST to `/fscmRestApi/resources/latest/invoices`

16. Pipedrive

  • Feature/Setting: Automate housing pipeline, payment due reminders, and overdue followups via Activity API.
  • API/Config: POST `/v1/activities`

17. Slack

  • Feature/Setting: Automate internal alerts to admin teams when billing exceptions or overdue instances happen.
  • API/Config: POST to `/api/chat.postMessage`

18. Xero

  • Feature/Setting: Automate utility invoicing, payment recording, and subscription alerts via Xero Accounting API.
  • API/Config: POST to `/api.xro/2.0/Invoices`

19. Monday.com

  • Feature/Setting: Automate task assignment (e.g. verify bill, troubleshoot reading) through board item automations.
  • API/Config: Create Item Mutation with GraphQL API: `create_item(board_id, item_name, column_values)`

20. ClickSend

  • Feature/Setting: Automate sending printed invoices, SMS, and letters for non-digital residents using ClickSend REST API.
  • API/Config: POST to `/v3/sms/send` or `/v3/post/letters/send`

Benefits

1. Automates billing calculation and notification, reducing errors and time lag.

2. Automatedly delivers multi-channel notifications for maximum compliance.

3. Automates audit trail and recordkeeping to meet government standards.

4. Automating payment tracking and reminders improve cash flow and reduce delinquency.

5. Scalably automates housing administration for military, freeing manpower for mission-critical activity.

6. Enables automatable analytics and actionable financial insights via centralized data flows.

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