> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Start

> Get up and running in UMS in five steps — log in, explore the dashboard, review accounts, check invoices, and run your first report.

Welcome to the Utilified Management System. This guide will get you up and running in minutes.

## What is UMS?

UMS is an energy management platform for Australian businesses and energy brokers. It helps you:

* **Track energy accounts** across multiple sites and connections
* **Process invoices** automatically via email or manual upload
* **Validate billing** against tariff rates to catch errors
* **Manage agreements** and monitor contract expiry dates
* **Calculate brokerage** revenue from energy agreements
* **Generate reports** on consumption, spend, and portfolio health

## Getting started in 5 steps

<Steps>
  <Step title="Log in to your account">
    Navigate to your organisation's UMS URL and sign in with your credentials. If your organisation uses Microsoft 365 or Google SSO, click the appropriate sign-in button.

    See [Logging In & Security](/getting-started/logging-in) for details on 2FA and password management.
  </Step>

  <Step title="Explore the dashboard">
    After logging in, the [Dashboard](/home) gives you an instant overview of your portfolio — total accounts, sites, connections, agreements, spend breakdown by utility, and a map of your sites across Australia.

    <Frame>
      <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/home/dashboard.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=f3f2711ccc8ff3619043571f0da887a3" alt="UMS dashboard showing portfolio totals, spend breakdown, and a map of sites across Australia" width="1440" height="900" data-path="images/home/dashboard.png" />
    </Frame>
  </Step>

  <Step title="Review your accounts">
    Navigate to [Accounts](/accounts) in the sidebar to see your customer accounts. Click **See Details** on any account to view its sites, connections, agreements, invoices, and contacts.

    <Frame>
      <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/accounts/accounts-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=ca3e9fc17d8cf4261c1715e480cd49bb" alt="Accounts list page showing customer accounts in a data grid" width="1440" height="900" data-path="images/accounts/accounts-list.png" />
    </Frame>
  </Step>

  <Step title="Check your invoices">
    Navigate to [Invoices](/invoices) to see all processed invoices. You can upload new invoices by dragging files onto the upload area, or let them flow in automatically via email through the [Inbox](/getting-started/navigating-ums#sidebar-navigation).
  </Step>

  <Step title="Run your first report">
    Navigate to [Reports](/reports) and click **Run** on any report card. Start with the **Agreement Expiry Report** to see which contracts are due for renewal.
  </Step>
</Steps>

## What to explore next

| If you want to...             | Go to...                                                                 |
| ----------------------------- | ------------------------------------------------------------------------ |
| Invite your team              | [Setting Up a User](/guides/setting-up-a-user)                           |
| Set up your account structure | [Creating Accounts](/guides/creating-accounts)                           |
| Import data in bulk from CSV  | [Bulk Importing Data](/guides/bulk-importing-data)                       |
| Process incoming invoices     | [Editing Invoices](/guides/editing-invoices)                             |
| Validate invoice accuracy     | [Invoice Validation and Review](/guides/invoice-validation)              |
| Track brokerage revenue       | [Running Brokerage Calculations](/guides/running-brokerage-calculations) |
| Configure tariff rates        | [Managing Tariffs](/guides/managing-tariffs)                             |
| Manage energy agreements      | [Managing Agreements](/guides/managing-agreements)                       |
| Generate scheduled reports    | [Running Reports](/guides/running-reports)                               |
| Understand the data model     | [Key Concepts](/getting-started/key-concepts)                            |