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Customer – Review customer and tank information as well as any pending Service Orders, Proposals, Invoices, or Service Locations. This will be for informational purposes only as Service Orders, Proposals, and Invoices cannot be generated from ...
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If a tank has been set up for Split Bills in Energy Force, EnergyTrack will automatically invoice the associated customer accounts for their portion of the billing. If a tank has a split associated, the split percentage will display in the lowe...
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The system uses Billing Types to track budgets, payment arrangements, and contracts. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The Billing Type description will print on statem...
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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...
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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 Tank Hold feature can be used for a number of reasons – mostly due to seasonal individuals, people on collection hold and etc. Press Ctrl+M to modify. Enter the beginning Hold Date . Enter the Hold Reason code (press F5 to access t...
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From the main EnergyService menu, select Unscheduled Service Orders . Tap in the Name column and begin typing the last name of the customer or, enter the customer account number in the Customer# column. Select the account. From this scre...
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Last Updated: 03/20/2024
in Knowledge Base EnergyTrack
From the Energy Force main page, navigate to Supervisor Menu\Maintenance Menu\Energy Track Menu\Re-Engineered Energy Track . Press Ctrl+C to create. Type in the number that the handheld was named and press Tab. Fill in the counters for th...
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Set up a different code for each Billing Type to track. To track budgets, contracts, and payment arrangements, use a Billing Type. A Billing Type is tied to a customer on the Budget Information , Contract Gas , or Payment Arrangement window. The...
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It is advisable to select Communicate prior to Start Shift (if within a Wi-Fi range) to receive the latest information available. Select Start Shift . Select Choose by Vehicle and Technician to make appropriate selections then enter th...