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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Services Every day you use dozens of business processes and, all too often, experience the impact of inefficient or outdated procedures.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...
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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...