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Navigate to Main Menu / Report Menu / Tank Reports / Tank Report Option 2 – Report #8 . This report is to be processed annually. This report gives the ability to enter a tank size and number of gallons for a date range. Any tank exceeding the nu...
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Once a Service Order has been created and the Technician(s) assigned, dispatch the Technician(s) to complete the Service Order using one of the methods below. As with setting a Service Order Technician to Dispatched, the Technician can also be set ...
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All drivers should be filling tanks by the fixed level gauge - not the float gauge. Drivers should also be making notes in the Comment section to help CSRs answer questions in the initial phone call. Q. A customer called stating a delivery t...
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Navigate to Main Menu / Management Reports / Management Reports / #4 . This is to be processed monthly, quarterly, and seasonal. Deliveries are displayed for designated date ranges to show comparisons of gallon drops per tank size. Compare up t...
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Auto Fill Tanks Circle The Tank is above delivery thresholds set within map settings. Triangle The Tank is within the delivery target range indicated in map settings. Square The Tank is considered C ritical as it is at or below the c...
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Bills of lading can be entered throughout the month to keep track of pre-buy/contract deliveries as well as regular deliveries from vendors. Print the Vendor History report or the Vendor History by Contract report that lists bills of lading posted t...
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Recurring Cycle Codes are used in conjunction with the Recurring Billing module located within the Posting Menu . If a Recurring Billing is applied to a customer, the Cycle Code is attached to the account in the Billing Customer List. On the Rec...
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Terms Codes are used to set up the payment terms given to the customer. The Terms Code is tied to the customer on the Address & Information tab on the Customer Maintenance window. The Customer List by Terms Code report lists customers by Terms C...
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Last Updated: 10/02/2024
in Knowledge Base EnergyTrack
From the Energy Force main page, navigate to Supervisor Menu\Maintenance Menu\Energy Track Menu\Truck Inspection Template . While in the Truck Inspection Template table, press Ctrl+M to go into Modify mode. Scroll down to the line below th...
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When the Data Export routines are utilized in Energy Force, the information exports to a text file located in the \\servername\ctls93\dd85\wp folder. This information is pipe (|) delimited and can be imported into an Excel spreadsheet. Process...