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Setup Steps
Two system settings will need updated at Supervisor Menu / Set Up Options / Agvance Setup Menu / Agvance Preferences . The API Settings, also found in the Agvance Setup Menu, will need filled in as well.
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Agvance Energy Dispatch users can view route lists displayed in a grid populated by the first 500 Ready status energy work and delivery orders based on ticket number (highest to lowest). The list can be narrowed down by selecting the Filt...
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Pending Ticket(s) To view all driver deliveries made and communicated from AME but not yet invoiced during the day, navigate to the Pending Tickets tab. When the page is refreshed, or upon the initial open of the Orders page, the Pending...
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Energy Force
SKYR-1263 / Cash Rounding Rules – A new table has been created for users to create Cash Rounding Rules.
Why – Pennies have been discontinued and many sales don’t end in increments of $.05, causing a need to ...
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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 t...
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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 appl...
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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, s...
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Fuel Orders can be placed within MobileService and communicated to Energy Force as a Call-In Entry. Select Fuel Order from the Unscheduled Service Orders screen in MobileService. Enter the Current % in Tank . Enter the Gallons Requested...
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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...
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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 th...