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The Utility Billing & Property Management App is a powerful addition to ERPNext, designed to streamline utility billing, property leasing, and tenant management. Ideal for municipal utilities, real estate managers, and property developers.

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πŸ’‘ Utility Billing & Property Management for ERPNext

The Utility Billing & Property Management App is a powerful addition to ERPNext, designed to streamline utility billing, property leasing, and tenant management. Ideal for municipal utilities, real estate managers, and property developers.

Overview

A comprehensive module for managing utility services (water, electricity, gas, etc.) with end-to-end billing automation.

Core Features

  1. πŸ”§ Configurable Billing

    • Customizable tariffs, price lists, and customer grouping (residential/commercial)
    • Auto-generated sales orders/invoices (draft or submitted)
  2. πŸ“Ÿ Meter & Service Management

    • Track consumption via meter readings
    • Service requests workflow: Survey β†’ BOM β†’ Billing
    • Meter numbers as serial numbers
  3. ⚑ Bulk Operations

    • Mass billing for multiple customers
    • Merge sales orders per customer
  4. πŸ”„ Automated Workflows

    • Customer creation from service requests
    • Flow: Meter Reading β†’ Sales Order β†’ Invoice β†’ Payment

Key Integrations

  • CRM: Leads β†’ Customers
  • Inventory: Meters as serials
  • Accounting: Auto-invoicing

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The ERPNext Property Management module simplifies rental operations from tenant onboarding to recurring rent and utility billing.

🌟 Key Features:

  • 🏘️ Property Structure: Organize by Project β†’ Building β†’ Floor β†’ Unit
  • πŸ“ Service Requests: Capture tenant interest & unit selection
  • πŸ“„ Contracts: Define rental terms, durations, and escalation rules
  • πŸ‘₯ Tenant: Managed as a customer for seamless billing integration
  • πŸ’° Deposits & Booking: Generate sales orders for upfront payments
  • πŸ“ƒ Invoicing: Automate rent billing via Auto Repeat
  • ⚑ Utility Billing: Bill utility usage per unit and contract
  • πŸ”„ Full Workflow Support: From inquiry to billing with smooth transitions
  • πŸ“ˆ Escalation Rules: Support periodic rent increases

βœ… Benefits:

  • Seamless management of units, leases, and tenants
  • Recurring and utility billing under a single customer record
  • Built-in support for renewals, notices, and changes

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🧾 Key Doctypes & Customizations

Explore the doctypes that power the system. Below are categorized lists of new doctypes and customizations.

✨ Customized Doctypes

πŸ†• New Doctypes

πŸ“Š Reports

Get actionable insights from your utility and property data with our built-in reports. These reports help you monitor availability, manage service requests, oversee tenancy details, and track utility consumptionβ€”empowering better decision-making across your operations.

Main Reports:

  • 🏒 Property Availability Report – Track real-time inventory, occupancy, and asset value.
  • πŸ› οΈ Service Request Summary – Monitor service request lifecycles and billing progress.
  • πŸ“ Tenancy Summary Report – Manage leases, durations, and contract changes.
  • πŸ”Œ Meter Reading Summary – Analyze utility consumption, tariff blocks, and billing.

View Reports

βš™οΈ Demo Data Management

For testing and demonstration purposes, the Utility Billing & Property Management app provides a convenient way to generate and clear demo data. This allows you to quickly populate your system with sample records to explore functionalities without affecting your live data.

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πŸ› οΈ Installation (Self-Hosted)

# Install Frappe Bench
https://github.com/frappe/bench

# Install ERPNext
https://github.com/frappe/erpnext

Clone this app into your apps folder and run:

bench get-app utility_billing https://github.com/navariltd/utility-billing.git
bench --site [site_name] install-app utility_billing

πŸ“š Documentation & Support

Need help? Browse detailed guides, FAQs, or open an issue in our GitHub repo.

Full Documentation ERPNext Docs Frappe Framework Community Forum Report Issue Website

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The Utility Billing & Property Management App is a powerful addition to ERPNext, designed to streamline utility billing, property leasing, and tenant management. Ideal for municipal utilities, real estate managers, and property developers.

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