diff --git a/datahub.mdx b/datahub.mdx index 89b020b..c09b5e2 100644 --- a/datahub.mdx +++ b/datahub.mdx @@ -1,6 +1,6 @@ --- title: "Reference library" -description: "Browse the shared reference data — dates, time-of-use schedules, quantities, factors, units, and market reference records — that underpins tariffs, validation, and reporting." +description: "Browse shared reference data in UMS, including dates, time-of-use schedules, quantities, factors and units used in tariffs, validation and reporting." --- The Reference library holds the shared reference data the rest of UMS depends on. Tariffs, validation, and reports all read from these records, so they stay consistent across every organisation. diff --git a/docs.json b/docs.json index cb41de7..0e3cc70 100644 --- a/docs.json +++ b/docs.json @@ -171,5 +171,16 @@ "apiKey": "phc_vRtDzfxNiakrYzA8AtPvgVaXjZMX57LvM4GruzPMxQJ9", "apiHost": "https://us.i.posthog.com" } + }, + "seo": { + "organization": { + "id": "https://utilified.com/#organization", + "name": "Utilified", + "url": "https://utilified.com/", + "logo": "https://docs.utilified.com/logo/light.svg", + "sameAs": [ + "https://www.linkedin.com/company/utilified" + ] + } } } diff --git a/getting-started/getting-set-up.mdx b/getting-started/getting-set-up.mdx index 8d9e8bc..1fee47a 100644 --- a/getting-started/getting-set-up.mdx +++ b/getting-started/getting-set-up.mdx @@ -1,6 +1,6 @@ --- title: "Getting Set Up" -description: "Stand up your whole portfolio in UMS the fast way — let AI extract your data from documents, or load it all from one onboarding file, then review and create in the guided wizard." +description: "Set up your UMS portfolio with the guided onboarding wizard. Extract data from documents or upload one file, then review and create your records." keywords: ["onboarding", "getting started", "AI onboarding", "bulk upload", "guided onboarding wizard", "set up"] --- diff --git a/guides/building-scenarios.mdx b/guides/building-scenarios.mdx index 52ba74e..0c14712 100644 --- a/guides/building-scenarios.mdx +++ b/guides/building-scenarios.mdx @@ -1,6 +1,6 @@ --- title: "Building & Comparing Scenarios" -description: "Model and compare current versus proposed energy tariffs across your retail accounts with the Tariff Review Wizard, then review costs, savings, and a connection-by-tariff matrix." +description: "Compare current and proposed energy tariffs in UMS with the Tariff Review Wizard. Review costs, savings and results by connection and tariff." keywords: - scenarios - modelling diff --git a/guides/bulk-importing-data.mdx b/guides/bulk-importing-data.mdx index cf19d8a..c43b177 100644 --- a/guides/bulk-importing-data.mdx +++ b/guides/bulk-importing-data.mdx @@ -82,7 +82,7 @@ It's one **row per connection (meter)**. Account, site, and agreement values rep ### Columns -Download the template to get the exact headers: onboarding-template.csv. +Download the template to get the exact headers: onboarding-template.csv. The required minimum per row is `account_name`, `connection_identifier`, `retail_supplier_name`, and `retail_supplier_account_id`. Everything else is optional — a row can create just an account, connection, and retail account when there's no site or agreement yet. diff --git a/guides/customising-xero-brokerage-invoicing.mdx b/guides/customising-xero-brokerage-invoicing.mdx index adde586..c79ebf2 100644 --- a/guides/customising-xero-brokerage-invoicing.mdx +++ b/guides/customising-xero-brokerage-invoicing.mdx @@ -1,6 +1,6 @@ --- title: "Customising Xero Brokerage Invoicing" -description: "Connect Xero to UMS, map brokerage data onto Xero invoice fields, and build custom line descriptions — organisation-wide in Settings or for a single raise in the invoice wizard." +description: "Connect Xero to UMS, map brokerage data to invoice fields, and customise line descriptions for your organisation or a single invoice." --- Once Xero is connected, you can raise brokerage invoices straight from unbilled revenue in UMS. Every invoice UMS creates is pushed to Xero as a **draft** — nothing is approved or sent automatically. diff --git a/guides/utiliread-review.mdx b/guides/utiliread-review.mdx index 16083a2..8d8e1bf 100644 --- a/guides/utiliread-review.mdx +++ b/guides/utiliread-review.mdx @@ -1,6 +1,6 @@ --- title: "Reviewing OCR-Extracted Invoices" -description: "Step through the UtiliRead OCR review workflow — compare extracted fields against the source document, resolve low-confidence values, then approve and migrate the result into a UMS invoice." +description: "Review UtiliRead invoice extraction in UMS. Compare fields with the source document, resolve uncertain values, then approve and create the invoice." keywords: - utiliread - ocr review diff --git a/inbox.mdx b/inbox.mdx index b949dd8..553c849 100644 --- a/inbox.mdx +++ b/inbox.mdx @@ -1,6 +1,6 @@ --- title: "Inbox" -description: "The Inbox is where emails from energy retailers arrive, get matched to an account, and feed the invoice pipeline — triage, classify, and reprocess email-sourced invoices from one place." +description: "Manage retailer emails in the UMS Inbox. Match messages to accounts, classify attachments, and reprocess emails through the invoice pipeline." --- The **Inbox** is where emails sent by energy retailers land. Each account has its own email address; messages addressed to it are captured, matched to the account, classified, and fed into the [UtiliRead](/utiliread) OCR pipeline so their PDF attachments become [invoices](/invoices). Open it from **Inbox** in the **General** section of the sidebar. diff --git a/mcp-connector.mdx b/mcp-connector.mdx index 383eae8..66e7e27 100644 --- a/mcp-connector.mdx +++ b/mcp-connector.mdx @@ -1,6 +1,6 @@ --- title: "Connect Claude and other AI assistants" -description: "Add the Utilified MCP server to Claude or Claude Code, with all tools or just the groups you use." +description: "Connect Claude or another AI assistant to UMS with the Utilified MCP server. Choose all available tools or only the groups you need." --- The Utilified MCP server gives AI assistants live, permission-scoped access to your diff --git a/payments.mdx b/payments.mdx index a7e8f91..21e42eb 100644 --- a/payments.mdx +++ b/payments.mdx @@ -1,6 +1,6 @@ --- title: "Payments" -description: "Group invoices for payment, generate payment files, and approve them before they are sent in UMS." +description: "Manage invoice payments in UMS. Group invoices for payment, generate payment files, and review and approve each group before it is sent." --- The Payments module turns validated [invoices](/invoices) into payment files. You set up payment groups that decide which invoices are paid together, then generate, review and approve a payment file for each run. diff --git a/proposals.mdx b/proposals.mdx index ffcdbad..d13de17 100644 --- a/proposals.mdx +++ b/proposals.mdx @@ -1,6 +1,6 @@ --- title: "Proposals" -description: "Assess a site and draft, review and issue an energy proposal in UMS." +description: "Create energy proposals in UMS. Assess a site, prepare a draft, review the proposed options, and issue the proposal for your customer." --- The Proposals module lists every assessment proposal in your organisation, newest first. A proposal starts from an assessment of a [site](/sites) and can draw on solar and battery studies from [Scenarios](/scenarios). diff --git a/retail-accounts.mdx b/retail-accounts.mdx index 9c39c01..98e12c8 100644 --- a/retail-accounts.mdx +++ b/retail-accounts.mdx @@ -1,6 +1,6 @@ --- title: "Retail Accounts" -description: "Manage the account references retailers assign to your connections — the link between your internal accounts and the retailer's billing system, and how incoming invoices are matched." +description: "Manage retailer account references in UMS, link them to your connections, and understand how incoming invoices are matched to the right account." --- Retail accounts represent the account references that energy retailers assign to your [connections](/connections). They are the key link between your internal account structure and the retailer's billing system — they are how incoming [invoices](/invoices) get matched to the correct [account](/accounts) and connection. diff --git a/settings.mdx b/settings.mdx index 216aba6..05153ba 100644 --- a/settings.mdx +++ b/settings.mdx @@ -1,6 +1,6 @@ --- title: "Settings" -description: "Your control centre in UMS — personal preferences and security, plus organisation-wide configuration for users, automation, billing, the white-label portal, and single sign-on." +description: "Configure UMS preferences, security, users, automation and billing. Manage your organisation, white-label portal and single sign-on settings." --- The Settings area gathers your personal preferences and your organisation's configuration in one place. Open it from your avatar in the top-right corner — choose **My account** for personal settings or **Organisation** for organisation settings — then use the left nav rail at `/settings`.