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Navigate to Main Menu / Supervisor Menu / Maintenance Menu / Maintenance Tables / Department . Select Edit/Create and choose Continue . Select Create or press Ctrl+C . Enter the Div number, Dept Code, Description , Department Type ,...
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Once a Proposal has been created and the work has been completed, the customer can be invoiced directly from the Proposal. Select the Proposal from either the Customer Maintenance screen or by selecting Proposals from the Service Order scree...
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From the EnergyService menu, select Purchase Orders . Choose Create . Press F5 in the Vendor# , Warehouse# , and Status fields to select from the lists. The Status automatically defaults to Open . Enter Notes if desired. Press F...
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Fuel Orders can be placed within MobileService and communicated to Energy Force as a Call-In Entry. Select Fuel Order from the Unscheduled Service Orders screen in MobileService. Enter the Current % in Tank . Enter the Gallons Requested ,...
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If the Department Summary and Analysis do not match: Check the void journals to ensure items were voided with the correct date. Check the sales and payment journals to see if the journal date and history items are within the same month. Compare ...
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SKYR-103 / Schedule Layer Styles – Styles for the schedule layers and the tank layers should display as expected. Note: The initial style application on layers remains and will start in the boxes state. The styles will reapply as needed ...
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The system uses Appliance Types to track the types of appliances customers own. Set up a different code for each appliance to track. Appliances are tied to a customer on the Appliance Information window.
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The Hold Code is tied to a customer tank to assist dispatchers with scheduling tanks and also give the driver a warning at the time of delivery if using a handheld. A customer can be placed on hold by entering a Hold Date , Hold Code , and a Hold...
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Within the Customer screen is an Add Comments button. This allows the service technician to enter a comment that will transmit back to the office upon the next communication. This message will save to the customer account and will remain with t...
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View History is an optional download to EnergyTrack and displays on the Route tab of the tank. If this option is chosen, 12 months of gallon history, price, and Invoice totals will display in this program. Non-pumpable items will not display...