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Setup Steps
Two system settings will need updated at Supervisor Menu / Set Up Options / Agvance Setup Menu / Agvance Preferences . The API Settings, also found in the Agvance Setup Menu, will need filled in as well.
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Agvance Energy Dispatch users can view route lists displayed in a grid populated by the first 500 Ready status energy work and delivery orders based on ticket number (highest to lowest). The list can be narrowed down by selecting the Filt...
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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 ...