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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 ...
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School District codes are used for taxing purposes. Set up a different code for each School District to track and apply it to the tank on the Tank Information window. On the School District Maintenance window at Main Menu / Supervisor Menu ...
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The system uses Salesman codes to identify salespeople. Set up a different code for each salesman to track and then apply it to the customer on the Address & Information tab on the Customer Maintenance window. On the Salesman Maintenance w...
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The system uses Routes to track delivery areas and is applied to the customer Tank Information window. The Route is also used in the Mapping Interface and in Route Scheduling. Select Create on the Route Maintenance window at Main Menu / S...
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Energy Force uses Rental Codes to track different types of rentals by Division for tanks that are the same size but charged differently. The Rental Code is tied to the customer on the Tank Information and Tank Rental Maintenance windows. The...
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Energy Force uses this code to apply regulatory fees during the sales posting process. If the customer tank has a Regulatory Code, the Sales Posting module references the Regulatory Maintenance Table to determine the amount to apply during the tim...
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Email Maintenance Setup Emailing documents is an essential part of day-to-day business. While it is possible other bulk email services may work, SSI researched and tested using SendGrid ® - an emailing service that allows companies to use a ...
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Each customer must have a Service Location tied to their account in Customer Maintenance. A Service Location can refer to a customer tank or a piece of equipment. Prior to setting up a Service Location, first set up the types of Equipment that c...
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New and modified Tanks can be automatically imported to Agvance without having to run the export and import processes. The Tank table has a Last Modified Date and Time (UTC time) field that is used to compare to the Last Run Date log. Only tank...
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From the Master Menu , select Call In Entry or, from any window, press CTRL+W .
Choose Create .
To validate GPS coordinates on tanks when a call in entry is created, a new system setting is automatically created and defaults to N...