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Navigate to Main Menu / Customer Menu / Customer Maintenance . Select the customer who requested service and choose Service Orders . Choose Create located on the menu on the right side of the screen. The Service Order# automatically ge...
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How to Access
Method 1:
Select the Calendar icon located in the top left corner of Energy Force or EnergyService.
Method 2:
Press Alt+D on the keyboard from any screen in Energy Force or EnergyService.
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Created On: 06/02/2022
Customer Support Team hours are Monday through Friday, 8am to 5pm ET. Support Tickets may be entered 24 hours a day, 7 days a week and are answered during normal support hours. Contact Support: Email: support@energyforce.net Phone: 800.783.6...
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Whether intending to swap a smaller tank for a larger tank or a larger tank for a smaller tank, the process is the same. Steps are to be completed in Energy Force on the same day. Process Navigate to Customer Menu / Customer Maintenance / Tan...
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The Purge Menu is located in the Year End Menu but can be utilized anytime throughout the year. Descriptions for each program are listed below. Prior to any purge, ensure there is understanding as to what data is needed so that vital data is not...
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As deliveries are processed in Energy Force, the Customer Efficiency tab updates on the Customer Maintenance screen to display the overall average delivery efficiency of the tank for the current and past two years. When the Roll Customer Effi...
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This program changes the Budget Active ( A ) flag to Inactive ( I ) for the ending month and year entered and moves the current budget payment and balance to Previous . The program also resets the Service Charge and Minimum Finance status codes...
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This program resets the degree day clock back to 0 (zero) for the heating season. This program can only be processed once every 10 months. Rules for Processing: Be consistent – process at the same time each year. For example: Roll on July 1 t...
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The Purge History program gives the ability to move history for a single customer or for all customer accounts. This is an optional program that does not have to be processed for the Fiscal or Calendar year-end process. If there is a temp cus...
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Year End Clear clears Gallons Used YTD and Sales YTD on the Tank and Customer screens as well as Sales YTD and Gallons Billed YTD on the Meter/RTM Information screen: Tank Screen – Main Menu / Customer Menu / Customer Maintenance / Tank...