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Pending Ticket(s) To view all driver deliveries made and communicated from AME but not yet invoiced during the day, navigate to the Pending Tickets tab. When the page is refreshed, or upon the initial open of the Orders page, the Pending...
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Energy Force
SKYR-1263 / Cash Rounding Rules – A new table has been created for users to create Cash Rounding Rules.
Why – Pennies have been discontinued and many sales don’t end in increments of $.05, causing a need to ...
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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 t...
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Payments may be applied to customer accounts by selecting Unscheduled Service Orders located on the MobileService Main Menu. Select Payment . Enter the Amount , choose the Payment Method , and enter a Check / Credit Card Number as appl...
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Proposals can be created for a customer from either the Scheduled or Unscheduled Service Order screens. If creating a proposal from Scheduled , highlight the Service Order and select Create and Open Proposal. From the Unscheduled screen, s...
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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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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...
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Highlight the Service Call in the upper section of the Scheduled Call In screen.
Select Service Order . The Service Order will display.
Service Order Status and Service Order Types are listed in the center of the screen. Select th...
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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 ...
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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 the...