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Inactive Codes are used to identify why a customer’s status has been changed to Inactive within the Customer Maintenance screen. To change an inactive code, select Inactive Code on the Maintenance Table screen, select Edit/Create and mak...
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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 Ho...
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Footnotes are comments that can be attached to specific departments so that the proper EPA terminology (Dyed Diesel, 15PPM), credit terminology, etc. will print on a customer invoice. Select Footnotes . Choose Edit/Create in the Mode se...
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The system uses Departments (Products) for each sales account to track. Tickets are recorded in different Departments (Sales Accounts), so it is possible to categorize the types of Product sales. The Department is tied to a customer on the Tank I...
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The system uses Delivery Types to track the type of deliveries the company makes. Delivery Type 2 must be used on all customers to update the K-Factor and track estimated gallons/percent left in the tank. All customers with non K-Factor Delivery T...
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The system uses Degree Day Regions for the degree day input performed before entering tickets. The Degree Day Region allows for one Division with different types of climates so there are different readings for each half of the Division. For exampl...
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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 statements for budget and payment arrangement customers. Contract Gas and Budget Reports ...
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Email Maintenance Setup Email Setup can be found at Supervisor Menu / Maintenance Menu / Email Client Maintenance. A new user right is required. Please have your IT email Energy Force Support to have this right added. Mail Host , Username ...
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There are three ways to print or view a list of scheduled deliveries in Energy Force. Print a route created by the Optimizer. Only print deliveries per route if scheduled via the Energy Map. Utilize the Schedule Tank Deliveries feature...
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Quickly view the 6 lowest reading and active, Keep Full delivery type tanks on the SKY Energy Daily Fuel tab. View the Tank Serial Number , Customer Name , % Estimated Remaining by number and color visual and total Tank Size along with ...