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🚀 Getting Started with MapBilling

This guide walks you through your first session in MapBilling, from logging in to finding your first record — step by step.

New to the platform overview? Read Introduction first for the big picture, then come back here to get hands-on.

🧭 Before You Begin

Make sure you have:

  • ✅ A MapBilling account (username/email and password)
  • ✅ Your assigned role (Field Worker, Billing Officer, Manager, or Administrator)

If you don't have login details yet, contact your system administrator.

Your organization is set up as a Water utility, a Waste (Garbage) service, or Other — this is configured by your administrator and determines which module you see. You don't switch between them; it's fixed for your account.

🪜 Step-by-Step Setup

Step 1 — Log In​

Open MapBilling in your browser and sign in with your credentials.

Login Screen

✔ You should land on the Dashboard.

Step 2 — Get Familiar With Your Workspace​

Your account is provisioned for one service type, and the navigation reflects it.

Your Organization TypeYou'll see
💧 Water utilityBilling Points, Assets, Meters, Customers, Invoices & Payments, Tasks
🗑️ Waste (Garbage)Billing Points, Garbage History, Customers, Invoices & Payments
OtherModules configured for your service

The Map and Dashboard work the same way across every account type.

Not sure what your organization is set up as? Ask your administrator.

Step 3 — Explore the Dashboard​

The Dashboard is your starting point every time you log in.

It shows:

  • 📍 What is happening right now
  • ⚡ What needs attention
  • 📊 How your area is performing

📖 See Dashboard Overview for a full breakdown.

Step 4 — Open the Map​

Every billing point in MapBilling is tied to a location. The map is where you'll spend most of your time.

Map Overview

Try this:

  1. Open Map
  2. Toggle a layer (Water or Waste)
  3. Click any billing point to view its details
  4. Use filters to narrow what you see

📖 See Maps Overview for the full guide.

Step 5 — Find (or Create) Your First Billing Point​

What you do first depends on your organization type.

💧 If you're a Water utility​

Water infrastructure (meters, pipes, tanks) comes into the system as Assets, uploaded rather than typed in by hand:

  1. Open Assets
  2. Click Upload, then add a GIS, CSV, Excel, or other spatial data file
  3. The system detects the asset type and adds it to your asset attributes

Assets Import

✔ Uploaded assets appear on the map in their correct location, are searchable, and get their own navigation item automatically.

📖 See Asset Management and Dynamic Asset Navigation for details.

Once your assets exist, service locations are managed as Water Billing Points — each one links a customer, a service address, and (for metered connections) a meter.

🗑️ If you're a Waste (Garbage) service​

Waste has no GIS import step — a Garbage Billing Point is created directly by dropping a pin on the map:

  1. Open Map and click Add Billing Point
  2. Drag the pin to the exact service location and continue
  3. Search for or create the customer, then confirm

📖 See Creating a Billing Point for the full walkthrough.

Either way, once a billing point exists you can open it to see its customer, status, invoices, and history.

Step 6 — Go Deeper Into Your Module​

Once you're comfortable with the basics, move on to the area you'll work in day to day.

  • 💧 Water Management — billing points, assets, meters, customers, invoices, payments
  • 🗑️ Waste Management — billing points, garbage history, customers, invoices, payments

🔄 Your First Session, Visually

flowchart TD

A[Log In] --> B[View Dashboard]
B --> C[Open Map]
C --> D[Find or Create a Billing Point]
D --> E[Explore Water or Waste Module]

👥 Guided Paths by Role

Pick the path that matches your role for a faster start.

👷 Field Worker​

  1. Log in and open the Map
  2. Locate your assigned billing point (or meter, for Water)
  3. Complete an inspection, reading, or collection — using Water Works (Water) or in the field for Waste
  4. Capture photos or notes as needed

💰 Billing Officer​

  1. Log in and open Billing Points (Water or Waste)
  2. Search for a customer or account
  3. Open Billing and Payments → Invoices to review invoice and payment status
  4. Record a payment against an invoice

📊 Manager​

  1. Log in and open the Dashboard
  2. Review KPIs for your module
  3. Open the Map to check billing point status across your area
  4. Check Connection History (Water) or Garbage History (Waste) for recent activity

⚙️ Administrator​

  1. Log in and open Administration
  2. Set up users, roles, and sub-zones
  3. Review activity logs
  4. Confirm company settings are correct

✅ What Success Looks Like

By the end of this guide, you should be able to:

  • Log in and reach the Dashboard
  • Recognize the modules available for your organization type
  • Open the Map and view billing points
  • Find or create your first billing point (Water asset/meter or Waste billing point)
  • Know where to go next for your role

💡 Next Steps