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Appliances and service contracts can be entered into the Appliance module. Tracking appliance information helps to aid with establishing a daily use rate for the customer. This information also communicates to EnergyTrack Re-Engineered so the driver...
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Equipment Types This is to indicate the type of Equipment (or description of equipment) being serviced. From the EnergyService menu, select Equipment . Choose Equipment Types and press Ctrl+C to create. The Equipment Type code wil...
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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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View trip reports, reprint documents, Print the Current Trip Report, and Manifests while actively in a shift. Trip Report The Trip Report menu displays the trip reports associated with the handheld for the last 30 days. The driver can rese...
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Navigate to Main Menu / Management Reports / Management Reports / #4 . This is to be processed monthly, quarterly, and seasonal. Deliveries are displayed for designated date ranges to show comparisons of gallon drops per tank size. Compare up t...
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The service charge file must be created in order to process, review, and update service charges. Service charges can be applied to balances 30 days and more, 60 days and more, or 90 days and more. The amount applied for the service charge is determi...
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The Customer Efficiency screen displays information regarding Sales YTD , Gallons Delivered YTD, Number of Deliveries , Average Gallons Delivered , Average Sale Amount , and Delivery Efficiency per tank. The screen displays Current Year ,...
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Auto Fill Tanks Circle The Tank is above delivery thresholds set within map settings. Triangle The Tank is within the delivery target range indicated in map settings. Square The Tank is considered C ritical as it is at or below the c...
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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 will ...
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This feature is used to load and unload the trucks. Fuel Transfers are then listed on the Trip Report printed at the end of the shift.
Select Load / Unload from the Delivery Menu .
Select the Type of Transfer ( Load or UnLoad ) radia...