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The system uses Customer Types to categorize customers or gas products (budget, COD, gas dryer, bulk home heat, grain dryer). Set up a different code for each type of customer or gas product to track. Customer Types are tied to a tank on the Tank ...
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Select the Customer from the Customer Maintenance screen. Choose Proposals . If a Proposal already exists for this customer, it will be present on the Proposal screen. Select Create to create a new Proposal. If this is the first time ...
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There are several options when printing Tickler reports. Print Tickler reports based on Customer # , a Date Entered range, Tank Serial # , or Tickler Type . To print a Tickler report, select Tickler from the Main Menu . Enter the criteria...
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BRUT-299 / Speed Improvements – Improvements were made to load EnergyMap faster. BRUT-287 / Waterways – EnergyMap now displays waterways. BRUT-77 / County/Township Lines – County and Township lines are now visible on EnergyMap. BRUT-288 /...
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Use Discount Codes to track discounts that apply to the customer. The Discount Code is tied to the tank in the product reference area. The discount will automatically be calculated when tickets are posted. However, there will be an option to apply t...
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The information in Split Bills is to be maintained in the primary tank holder's Maintenance screen. Select Split Bills . Enter the primary tank holder's account number and press Tab . Enter the Pcnt . Select the next individual to be a...
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Last Updated: 08/19/2022
in Professional Services Every day you use dozens of business processes and, all too often, experience the impact of inefficient or outdated procedures. Let SSI's Professional Services team work with you to identify ways to streamline processes and gain efficiencies with yo...
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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 Calendar - Click on sp...
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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 this scre...
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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 t...