Email Setup Started in 17.240
Supervisor Menu / Maintenance Menu / Email Client Maintenance
Mail Host, Username, and Password fields must be filled in.
A new user right is required. Please have your IT email Energy Force Support to have this right added.
To email drivers from the call-in screen, the Driver Emails maintenance table needs to be filled out. This is located at Supervisor Menu / Maintenance Menu / Maintenance tables / Driver Emails.
Enter the driver's Last Name, First Name, Email Address, Route, Truck #, and the entry must have an A for active.
To send a text to a cell phone, enter the cell phone email address. The phone email address will be the 10-digit phone number and the appropriate @gateway address on the end. If the appropriate @gateway address is unknown, send a text from the cell phone to an email address to see the address the email came from.
Select the Email button on the Call-In screen. Check the box in the Selected? column. More than one email can be selected.
Sample of the email:
Sample of the text to a cell phone:
Ability to Email a Single Invoice Started in 17.243
- To email an invoice to a customer, navigate to Customer Maintenance, open the customer's account and select History Inquiry.
- The Email button in the history will only be enabled once the Mail Host is set up. See the previous section for the setup process.
- Select the invoice to email and choose Email at the bottom. An email address selection window will open with email addresses listed found by selecting the Other Phone/Email button on the customers account. Multiple email addresses can be selected.
- If the email address needed is different, then select Cancel and type in the address on the email. When there is no email address on the customer's account, one can still be added directly to the email by selecting Modify, entering the email address, and saving.
- Users have the option on delivery invoices from EnergyTrack to send the PDF of the truck ticket or to have a new PDF generated. This is beneficial if an item has been voided.
- When an item on a ticket is voided, that item will not print on an invoice if it is sent to a printer or if a PDF is created for emailing.
- A pop-up notification will display to indicate if the email was sent successfully.
- There is a View button on the email preview window that will open the PDF for review before sending it.
