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Printing Options for Invoices and Account Balances in Energy Force

Last Updated: 01/02/2024 in Knowledge Base Energy Force Energy Force User Guide Customer Maintenance Quick Menu

Customer Maintenance\History Inquiry A copy of the invoice from Energy Track can be printed– click on the Image(s) button in the lower left corner, a preview window will come up, select View Entire Image in order to print. To print a fu...
Print Contract Forms

Last Updated: 03/19/2025 in Knowledge Base Energy Force Energy Force User Guide

Energy Force has the ability to print Contract Forms from the Contract screen at Main Menu / Customer Maintenance and select the Customer. These contracts print only 1 at a time and are written to the Reports folder. If there is a need to r...
County Setup

Last Updated: 08/09/2022 in Knowledge Base Energy Force Energy Force User Guide Maintenance File Management

The system uses counties with the mapping interface. Mapping uses counties to zoom to the county when plotting a tank. Set up a different code for each county to track. A county is tied to a tank on the Tank Information window. On the County ...
Service Contract Setup

Last Updated: 11/01/2023 in Knowledge Base Energy Force Energy Force User Guide Maintenance File Management

Energy Force uses Service Contract Setup to set up contracts that can be tied to appliances on the Appliance Information window. The Service Contract Beginning and Ending Dates and Scheduled Service Month are also tied to the appliance on th...
Serialized Inventory Invoices

Last Updated: 08/12/2022 in Knowledge Base EnergyService EnergyService Inventory Serialized Inventory

When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...
Preparing for Allocations

Last Updated: 11/01/2023 in Knowledge Base Energy Force Energy Force Other

If currently experiencing propane allocations, consider the following to help extend the propane supply. Forecasting Report A Forecasting report is present in Energy Force to help determine the number of gallons and deliveries needed for the pro...
Scheduled Service Calls Overview

Last Updated: 08/18/2022 in Knowledge Base MobileService MobileService User Guide MobileService Scheduled Service Calls

Scheduled Date Scheduled Time Customer Name and Number Service zone assigned to the service location\customer – similar to an assigned route code Service Order Number Service order Type S.O. Type Description Service Calendar - Click on sp...
Examples of Report in Excel

Last Updated: 08/12/2022 in Knowledge Base EnergyService EnergyService Inventory Inventory Transaction Report

Summary Report The Summary report displays the date of an inventory transaction and gives an overall count per type. Detail Summary Report The Detail report displays the detail for each inventory item listed. For example, if the Transact...
A/R Deposit Report - Daily Balancing

Last Updated: 03/02/2023 in Knowledge Base Energy Force Daily Balancing

The A/R Deposit report, found at Main Menu / Posting Menu / AR Deposit Export , provides the ability to view journals by date. The report can be exported to Excel Department totals are displayed by customer Division. The report is especially us...
SSI Pricing for NMI Gateway and Features

Last Updated: 02/17/2025 in Knowledge Base Agvance and Energy Force

Gateway Fees Monthly Per Transaction Credit Card Processing $30.00 $0.20 *Transaction fee billed per sale, void, refund, credit, transaction Additional Value Added Ser...