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 driv...

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 and found at Main Menu / Customer Menu / Customer Maintenance / Tank Readings . Only Delivery Type 2 (Keep Full) customers will adjust the Current K-Factor, update tank %, Old DD Reading , ...

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 ...

Invoice Text Override – An auto generated system setting Invoice with a Setting Name of InvoiceTextOverride has been added and defaults to N. This setting changes the wording on delivery documents from Invoice to Ticket .  When deliver...