Articles
EnergyService Vehicles
Vehicle Types From the Maintenance Tables menu, select Vehicles . Choose Vehicle Types . To create, press Ctrl+C . Enter the Description of the Vehicle. The Vehicle Type code will automatically generate once the description is sa...
EnergyService Vendors
Vendor Types From the Maintenance Table menu, select Vendors . Choose Vendor Types . To create, press Ctrl+C . The Type will automatically be assigned once saved. Enter a Vendor Description then press the Down Arrow or F4 for ...
EnergyService Inventory
The Inventory module is where all items that are used to provide service to customers are entered and adjustments are made. Inventory Types These are the types of inventory items that will be tracked in EnergyService such as Tracked Inventory, N...
EnergyService Technicians
This section is for the setup of service Technicians. Technician Types will be created and then assigned to a Technician based on their specialty. Technician Types Select Technicians from the EnergyService menu. Choose Technician Types...
EnergyService Service Orders
Service Order Types This section will cross-reference Service Types (tank sets, Gas Checks, Appliance Installs) with the Technician. From the EnergyService menu, select Service Orders . Choose Service Order Types and press Ctrl+C to ...
EnergyService Equipment
Equipment Types This is to indicate the type of Equipment (or description of equipment) being serviced. From the EnergyService menu, select Equipment . Choose Equipment Types and press Ctrl+C to create. The Equipment Type code wil...