Work · Case study

Water-bill dashboard: 46 accounts, one page, every Monday

A Pontiac-area property manager has the county water accounts for dozens of rentals in his name, and has to work out which tenant owes what. Bold Reach built him a private dashboard that reads every account each week, splits each balance between him and the tenant, and puts anyone over $250 at the top.

He asked us to keep his name and company off this page, so there is no logo and no screenshot of his data.

The problem

The county portal shows one account at a time

The water accounts sit in the owner's name with the county. The county's portal shows a balance, but only one account at a time, and it has no idea who lives there. Any debt from before a tenant moved in is the owner's; everything after is the tenant's. Working that out means reading each account's bills and payments against a move-in date.

Across 46 accounts, that is not something anyone does every week. So a tenant could quietly run up a few hundred dollars before anyone noticed, and by then it is a hard conversation.

What Bold Reach built

A Monday read, and a page that leads with the problem

Every Monday morning the dashboard signs in to the county portal, reads each account's balance, bills, payments and usage, and signs out. It can only read: anything that would pay, enroll or change a setting is blocked before it leaves the machine.

Only the owner sees it. Tenants never log in.

What Monday's page showslayout, not his figures
County accounts read46
Tenants owing over $250listed first
Owner's share vs tenant's sharesplit by move-in date
Paid since the latest billpaid, partial or none
Past due with the countymarked late
Tenant noticesdrafted, ready to review
The details that make it trustworthy

Why he can act on the number

01
The split

Built from the county's own ledger

Each account's transaction history goes back to 2021. Charges after the move-in date are the tenant's, payments clear the tenant's charges first, and county credits clear the owner's old debt first. Where an account's history does not add up to the county's balance, it falls back to a simpler estimate from the bills rather than trust a ledger that is off.

02
The red flag

His rule, not ours

The one filter he asked for was a tenant over $250, because that is the line his lease sets. It leads the page. Properties he pays for himself are left out entirely.

03
The notices

Written for him, sent on his say-so

A reminder for small balances, a notice for anyone over $250, a thank-you when a tenant is paid up, and a 30-day notice that only goes out when he presses the button for that tenant. Every notice sent is kept with its date and wording, because he asked for proof that it went.

How it has gone

Where it stands

46County water accounts tracked
Every MondayA fresh read of every account
$250The line that puts a tenant on top
Since 2021Ledger history behind each split

It has run weekly since late September 2026. The question "who owes what on water" now has a one-page answer on Monday morning, with the people to call already at the top.

Checking the same portal every week?

If you log in somewhere to copy numbers into a spreadsheet, Bold Reach can usually make that a page that updates itself. Tell us which one, or call Jack on (248) 387-9610.