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Created On: 02/06/2023
in Knowledge Base EnergyTrack
Access the CoPilot User Guide from Trimble. Support Portal Need additional assistance? Login to the support portal and send in a ticket to Trimble if experiencing issues with CoPilot. Note: Choose Sign up with us and create an account to...
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Path to the OptimizerPlus+
From the Energy Force main menu navigate to Supervisor Menu / Maintenance Menu / Optimizer Maintenance Menu / Yard and Remote Tanks GPS .
Select the Location changing.
Note : Only 1 Yard for each Route.
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Save a Payment Method in Customer Vault Payment methods can be stored in a secured Customer Vault in the Merchant Gateway to allow for future card processing and automatic payments from Energy Force. Add Customer Payment Method to the Customer Vau...
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Fill out the form with the required information to gain access to the NMI Gateway. Merchant Gateway Onboarding ...
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The settlement schedule will set the time that the settlements process will initiate for the desired processor. This doesn’t reflect the payment posting times in Energy Force. Please update Energy Force time zone in the Merchant Maintenance table fo...
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Create Merchant Gateway Users Click Settings in the Utilities section of the Main Menu Click User Accounts in the General Options section Click Add A New User Note: There is a key to identify the Permissions and Notifications by t...
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To update Energy Force or access the Energy Force release notes from within the application: Go to Help / Check for Update in Energy Force. The Current version and the New version numbers of Energy Force displays. Select Version Docume...
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Update/Verify Energy Force Prior to Processing Payment The Customer Vault ID must be setup in Energy Force prior to processing the sale in the Automatic Payment Type menu in Energy Force Note: It is recommended to match the Customer Vau...
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Tank and Contract Information Information for active tanks currently assigned to the account and will list T ank Serial # , Tank Capacity , Tank Type , Last Delivery date, Gallons Delivered, Last Monitor Read , and Recorded Level . Each...
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Upon logging into the payment portal a list displays of the current Amount Due , Current Balance , and Budget Due along with 30/60/90 Day Balances .
Note : If a discount is available, the discount total and paid by date will now show und...