📊

Visible Sales0Total records

🏆

Won Sales0Completed sales

🧾

Quoted Sales0Quoted records

👥

Team Users0Your hierarchy

Recent Sales With Owner

Send Announcement

Title

Send To

Select User

Message

Announcements

Email SMTP Status

Email Outbox

To	Subject	Status	Date

🎫 Create Ticket

Send Ticket To

Subject

Message

Ticket Inbox

Ticket	From	To	Status	Late	Updated	Action

NEW SALE

Add Sale

Add client personal, business, bank details, uploads and hierarchy.

Client Personal Details

Client Name

Email

Phone

Address

Date of Birth

ID / Reference

Sale Type

Select whether this sale is Domestic or Commercial. Only relevant fields will show.

Domestic Details

Home Address

Postcode

Meter Number

Current Supplier

Occupancy

Preferred Contact Time

Energy / Contract Details

Business Name

Business Type

Company Number

Business Address

Utility Type

Annual Usage

Unit Rate

Standing Charge

Term Months

Status

Bank Details

Account Holder

Bank Name

Sort Code

Account Number

IBAN

Payment Method

Attachments / Pictures

Upload client documents, meter pictures, bills or proof files.

Sale Added By & Team Hierarchy

Which user is adding this sale?

Sale will be added under Sales Agent Bilal Sales Agent • agent@utilitywave.co.uk

U

UtilityWave Admin / DirectorDirector

→

N

North Area ManagerArea Manager

→

L

Lahore ManagerManager

→

T

Team Lead AyeshaSales Team Lead

→

S

Sales Agent BilalSales Agent

Notes

Sales Records

Business	Agent	Manager Chain	Utility	Annual Cost	Status	Actions

Users / Team Hierarchy

Name	Email	Role	Reports To	Status	Actions

📋Total Plans0

⚡Electricity Plans0

🔥Gas Plans0

📅Last UpdatedToday

Tariff Plans

Tariff update par all users ko automatic announcement + email outbox jata hai.

#	Plan Name	Utility Type	Unit Rate	Standing Charge	Term	Status	Actions

Tariff Calculator

Enter consumption and select a tariff plan.

Annual Consumption / kWh

Tariff Plan

SALE VIEW

Sale View & History

Complete sale activity, status timeline and comments.

Dashboard

Recent Sales With Owner

Send Announcement

Announcements

Email SMTP Status

Email Outbox

🎫 Create Ticket

Ticket Inbox

Add Sale

Client Personal Details

Sale Type

Domestic Details

Commercial Details

Energy / Contract Details

Bank Details

Attachments / Pictures

Sale Added By & Team Hierarchy

Notes

Sales Records

Users / Team Hierarchy

Tariff Plans

Tariff Calculator

Sale View & History

UtilityWave

Welcome Back

Dashboard

Recent Sales With Owner

Send Announcement

Announcements

Email SMTP Status

Email Outbox

🎫 Create Ticket

Ticket Inbox

Add Sale

Client Personal Details

Sale Type

Domestic Details

Commercial Details

Energy / Contract Details

Bank Details

Attachments / Pictures

Sale Added By & Team Hierarchy

Notes

Sales Records

Users / Team Hierarchy

Tariff Plans

Tariff Calculator

Sale View & History

Ticket Detail