EnergyService User Guide

EnergyService allows for complete tracking of Inventory, Service Orders, Invoices, Proposals, and Equipment. Service Orders, Invoices, Proposals, and Service Locations are stored within EnergyForce and are easily accessible from the EnergyService menu and Customer Maintenance screen.

Articles

Service Locations
Each customer must have a Service Location tied to their account in Customer Maintenance.  A Service Location can refer to a customer tank or a piece of equipment.  Prior to setting up a Service Location, first set up the types of Equipment that can...
Dispatch Calendar
How to Access Method 1: Select the Calendar icon located in the top left corner of Energy Force or EnergyService. Method 2: Press Alt+D  on the keyboard from any screen in Energy Force or EnergyService. ...
Report Menu
From the EnergyService menu, select Reports . Service Parts Price This report is designed to show items by product category and display pricing per Division and sales markup. This report can be sent to Video , Printer , or ASCII /Excel forma...