Articles
Appliances
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...
Contract Gas
Please refer to 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 customer. Choose Contract G...
History Inquiry
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 invoice ...
Tank Readings
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...
Customer Efficiency
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 ,...
Payment Arrangements
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 se...
Work Orders
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 a...
Printing Options for Invoices and Account Balances in Energy Force
Customer Maintenance\History Inquiry A copy of the invoice from Energy Track can be printed– click on the Image(s) button in the lower left corner, a preview window will come up, select View Entire Image in order to print. To prin...