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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, sel...
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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 applic...
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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 the Service...
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Customer – Review customer and tank information as well as any pending Service Orders, Proposals, Invoices, or Service Locations. This will be for informational purposes only as Service Orders, Proposals, and Invoices cannot be generated from ...
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It is advisable to select Communicate prior to Start Shift (if within a Wi-Fi range) to receive the latest information available. Select Start Shift . Select Choose by Vehicle and Technician to make appropriate selections then enter th...
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Mobile Devices No Power Likely Cause: Truck not on, computer not securely seated Truck must be running and truck computer securely seated in docking station. If using truck computer outside truck, batteries must be charged. Plug in extern...
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A Product Delivery button is present on the Tank screen to allow the driver to invoice a customer for a non-pumpable item such as labor or accessories. Select Prod. Delv located on the Tank screen. This will advance to the Invoice scre...
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The Calculate Dollars button located within the Tank screen allows the driver to enter Total Dollars to spend to aid in determining the number of gallons to pump during a delivery. The system calculates the number of gallons to deliver based o...
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View History is an optional download to EnergyTrack and displays on the Route tab of the tank. If this option is chosen, 12 months of gallon history, price, and Invoice totals will display in this program. Non-pumpable items will not display h...
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A Product Delivery button is present on the Tank screen to allow the driver to invoice a customer for a non-pumpable item such as labor or accessories. Select Prod. Delv located on the Tank screen. This will advance to the Invoice scre...