What’s New
Utility Connect gives your home-buying clients a white-glove move: their utilities, internet, and home services get set up around their move date by Utility Connect’s Concierge Service, handled for them. Your account earns referral revenue on every conversion.
Until now the tab was only visible to accounts we’d switched on by hand. That’s done: Utility Connect now shows up for every account.
Turning it on
Owners and admins will find Utility Connect in the main sidebar, below Sure Send Connect. Open it and click Turn on Utility Connect — we verify your account with Utility Connect and enable the integration for everyone in the account. Nothing UC-related appears anywhere else in the product until you do.
The tab stays owner/admin-only. Agents don’t see it, but once it’s on they get the referral button on contact records.
What you get
- One-click enrollment — refer a client to the Concierge Service straight from their contact record, or refer a whole selection at once from a list.
- Automatic enrollment — set a rule so a tag or a stage change enrolls the client for you. Set it once and never miss a move.
- Status tracking — referrals update themselves as they move through contacted, in progress, and converted.
- Earnings and withdrawals — watch your balance on the Earnings tab and request a deposit once it reaches $100.
Multi-branch accounts
If you run branches under an enterprise account, an enterprise admin can turn Utility Connect on for every branch at once and choose whether earnings stay with each branch or aggregate at the enterprise.
Nothing changes for accounts already using Utility Connect — your referrals, automation rules, and balances all carry on exactly as they were.