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Invoices are created in EnergyService by selecting Invoices .
Select Invoices .
Highlight the customer and choose the Invoices tab.
Press Ctrl+C or choose Create . The Invoice will automatically default to the customer...
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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 ex...
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Once a Service Order has been created and the Technician(s) assigned, dispatch the Technician(s) to complete the Service Order using one of the methods below.
As with setting a Service Order Technician to Dispatched, the Technician can also b...
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A Service order can be printed for the technician from the service order screen. If the driver is using Mobile-Service, the service order will communicate to his handheld after the next mobile download is performed.
Highlight the Service ...
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The system is designed so that it will automatically set the Service Order status to Completed once the Cleared entry has been made with regard to the Technicians tab on the SO. The system will also set the Closed Reason code.
SSI...
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Navigate to Main Menu / Customer Menu / Customer Maintenance .
Select the customer who requested service and choose Service Orders .
Choose Create located on the menu on the right side of the screen.
The Service Order# auto...
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Deferred Billing bills customers for their usage based on Remote Tank Monitor readings. Deliveries are made to an inventory department at $0 and once a month they are billed for their usage at the average price for the month.
Rules
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Daily Checklist Review Trip Report Gallons Delivered and Gallons Meter equal Mileage is accurate Account for variance Review Journal Gallons match Trip report Gallons Deliv...
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This report can be found at Main Menu / Management Reports / Optimizer Report Menu / Schedule Compliance Report .
The OptimizerPlus+ Schedule Compliance report should be processed weekly and monthly.
OptimizerPlus+ Compliance reports ca...
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Navigate to Main Menu / Management Reports / Management Reports / 15 Tank Rdg Route Analysis .
This is to be processed quarterly.
This report is designed to display the route, customer type, and delivery type associated to tanks deliver...