Customer Maintenance Quick Menu

Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...

Please refer to Maintenance File Management for directions on how to set up proper Billing Types. Creating a Contract From the Main Menu, select Customer and then proceed to Customer Maintenance . Select the appropriate...

History Inquiry is located within the Customer Maintenance screen. Each sales entry or payment made to a tank belonging to the customer will display in this screen. In addition, if the driver uses RE Engineered EnergyTrack, a PDF of the invo...

Tank readings are recorded each time a delivery is made. Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , New DD Reading , Glns Deliv , etc. The Tank Reading screen also displays bar g...

The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year ,...

Use this feature to create a payment arrangement that will be visible on the Customer Maintenance screen as well as the Payment Posting screen. From the Main Menu, select Customer  then Customer Maintenance . Choose the customer and select ...

Work Order screens are accessible by pressing Ctrl+S  within any menu of Energy Force or select the Work Order button from within the customer’s account. If a Work Order already exists for the customer, the Work Order button will appear in b...

History Inquiry Navigate to Main Menu / Customer  Menu / Customer Maintenance , select the customer then choose History Inquiry . A copy of the Invoice from EnergyTrack can be printed by selecting the Image(s) button in the lower left...