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The Trip Reconciliation reports show all trips that came into Energy Force from the handhelds. Reviewing these reports can help determine if there is a missing trip or if a ticket number was skipped on the handheld that did not import. EnergyTrac...
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Overview Cylinder Tracking allows for the setup of Cylinders in the customer tank file to keep track of exchanges that are made with each delivery. On the Tank Info screen, press Ctrl+C to create an entry for a Cylinder. Select Y for com...
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Billing Entry Go to Main Menu / Posting Menu / Recurring Billing Menu / Billing Entry . Select Cre ate or Ctrl+C on the keyboard. Select the Search icon or press F5 to select the Division , Customer #/Name , and Cycle Code . Th...
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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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Department Summary Dollars Does not Match Journal Dollars Determine the amount off by subtracting the Journal dollar amount from the Department Summary amount. Then find out which customer or line item is not included in the Department Summary. Wri...
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This report will need to be processed for at least one year’s worth of information and sent to Excel so that it will display at least three deliveries to give an average calculated K-Factor. Navigate to Main Menu / Reports Menu / K-Factor Repo...
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OptimizerPlus+ Sanity Checks Explained Below is a list of sections that may appear on the Sanity Checks depending on the specific customer data that is analyzed. The data is examined based on a specific time frame, typically ...
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When cold weather approaches, run a report by route and customer type to show any tank under a specified percentage. This report does not print to Excel, but will show each tank under a certain percentage to help with routing during inclement weathe...
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Optimizer Compliance Reports are in the Main Menu / Management Reports / Optimizer Report Menu. Optimizer Compliance reports can be generated based on a specified time period allowing management to review the overall compliancy of a driver and ...
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Weighted Degrees Days are designed so clients can choose how to have Degrees Days applied on a monthly basis. For example, if the client decides Degree Days should not be applied to the Keep Full tanks during June and July, those months can be set i...