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There are several customizable options and features the Optimizer Plus has to offer. Most of these features and options are in the Optimizer Maintenance Tables in Energy Force and in the Optimizer+ Calendar Tool.
Rules and Considerations
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Navigate to Main Menu / Customer / Customer Maintenance Menu . Select the Customer. Choose the Tank Info tab. Select the Tank that the Regulatory Fee will apply to and press Ctrl+M or Modify . Choose the Browse icon or press F5 in t...
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Templates
There are two types of templates that can be defined for the daily use of Energy Force: Tank Setup and Julian Schedules. This document will outline how to create and deploy each type of template.
Tank Template Mainten...
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Energy Force users who also use Agvance can update customers without running the export\import processes. The new program can run manually or with Automated Tasks. This process only brings in new, modified, or updated customers increasing effi...
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The Daily Sales and Deposit report is a useful tool in balancing daily. The report shown below is a sample and can be modified to better suit the company’s needs. To balance with the Daily Sales and Deposit report: Enter the Opening A/R Balanc...
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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...