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Welcome to the OpsAdmin User Guide

alt_text This guide is your comprehensive resource for understanding and using the OpsAdmin platform effectively. Whether you're a new user looking to get started or a seasoned user seeking deeper insights, this documentation is designed to support your journey through every aspect of the system.

Inside, you'll find step-by-step instructions, feature overviews, best practices, and use case examples covering the full range of OpsAdmin capabilities—from plan management and document automation to user configuration and support ticket workflows.

Our goal is to empower your team with the knowledge and tools needed to make the most of OpsAdmin’s functionality. The content is structured to be clear, searchable, and continually updated as new features are released.

We recommend beginning with the Getting Started section, then exploring topic-specific chapters as needed. If you have questions or need additional support, our team is always here to help. (Getting Started section coming soon!)

What's New?​

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The new Prospect Managemenet and Contract Delivery system is now available in OpsAdmin. You can learn how to Setup Affiliates, Add Docs and Autoresponders, Update Pricing Manually, and walkthrough of Pricing Portal and Prospects.

Available Prospect Documents: Overview of the Pricing Portal and Prospects, Affiliate Setup and Management, Using Documents and Autoresponders with Prospects,and Manually Importing to Pricing Matrix .

Release 2025-13​

Iteration 13

  • Enhancements for Drop Request Queue.
  • Enhancements for customer data syncing between OpsAdmin and the ESG Billing System.
  • ETF amounts can now be customized within the Drops Management.

Release 2025-12​

Iteration 12

  • Added “New Incoming Enrollment” as a Filter option in Sales Importer.
  • Prospects: It’s now possible to upload JPG and PNG files in the Supplemental documents tab.
  • It’s now possible to import accounts through the Sales Importer validating against Autorenewable plans.

Release 2025-11​

Iteration 11

  • Updated authentication method to JWT when connecting to Smart Meter Texas to get usage data.
  • Updated graphic axis label formatting so it shows hours based on user configuration (12 or 24 hours) when displaying usage data from SMT.
  • UI Improvements for the Documents section in MyAccount.

Release 2025-10​

Iteration 10

  • Enhancements for Time of Use Plans
  • Added Broker Tool Prospect Upload Function
  • Added dynamic fields to retreive current plan data when sending Autoresponders with Future Documents.

Release 2025-09​

Iteration 9

  • Integration with Smart Meter Texas to display usage data in MyAccount.
  • Added Phone Number to Credit Check Manager and made significant UI improvements.
  • Added validations to the Plan Name Generator to prevent users from entering special characters.

Release 2025-08​

Iteration 8

  • Campaign Manager Update.
  • Added feature to import gas prices into pricing matrix.
  • Wizard meter number customization improvements.

Release 2025-07​

Release 2025-06​

  • New updates to the Prospect System including Rejection of Contracts. Iteration 6

Release 2025-05​

  • Added term/tenor config by Customer Type, Multiple LDC's for a Contract, Plan Filter improvements, and more. Iteration 5

Release 2025-04​

  • Highlights include Discount % Field Improvement, Added Master/Agent to Legacy, Legacy Template Download Button and more. Iteration 4

Release 2025-03​

  • Highlights include Channels added, added Replacement Values for Traunches, Reinstatement and Transfer of Service Config and more. Iteration 3

Release 2025-02​

  • Highlights include Plan Billing System code Automation, Service State Code Dynamic Field, Delete Rules from Rules Manager and more. Iteration 2

Release 2025-01​

  • Highlights include Channels manager, External Agents to Affiliate Manager, External Contract ID for Commercial and more. Iteration 1