Popular Articles

  1. Fix a K-Factor

    Add Daily Use Remember, if adding daily use to a tank, adjust the K-Factor upward so that it is no longer trying to compensate for the daily usage. Adjust the K-Factor Many times, the last three Calculated K-Factors can be averaged.  However, i...
  2. Payment Posting Transaction Codes

    Transaction Code Description 18 Refund Post a refund on a customer’s account. If the customer has a credit on their account, this will post a debit (charge) to the account. 19 Transfer Post a transfer on a customer’s a...
  3.  Master Daily Clear Processes

    Division Process Navigate to Main Menu / Posting Menu / Daily Clear . Select Division Process .    Enter the posting Division to be cleared to the accounting system and select Process . Verify the information appears a...
  4. Unscheduled Delivery - Propane

    The Unscheduled Delivery allows for a delivery to a customer not on the schedule file received from Energy Force. Reference Scheduled Delivery for more details on the additional options available on the Invoice screen. Select Unscheduled...
  5. K-Factor Deviation Report

    What is a K-Factor Deviation? As deliveries are made to Auto-Fill tanks, a new K-Factor is calculated for the tank based on current and prior deliveries. When a K-Factor wants to adjust by a value greater than what’s allowed in the Division...
  6. CoPilot User Guide and Support

    Access the CoPilot User Guide from Trimble. Support Portal Need additional assistance? Login to the support portal and send in a ticket to Trimble if experiencing issues with CoPilot. Note: Choose Sign up with us and create an accoun...
  7. Daily OptimizerPlus+ Emails

    Route Stats Opti Stat Daily Email Example : Daily Status email for Optigistics Log for May 8 2020 5:17AM ________________________________________ Today's Weather: EDD - Estimated Degree Days div:1       rg:1   ...
  8. Manifests

    Federal Manifest Federal Manifest setup is located in Energy Force under Supervisor Menu / Maintenance Menu / Energy Track Maintenance. Set up Chemical Emergency Contacts first.  When there are no contacts setup, the screen opens in...
  9. Registering a New Customer Account

    Prior to logging into the payment portal for the first time, register for an account. Once registered, log in to view the following information: Tank information Contract Information Delivery History (1 year's worth) Make a Paym...
  10. Department Setup

    The system uses Departments (Products) for each sales account to track. Tickets are recorded in different Departments (Sales Accounts), so it is possible to categorize the types of Product sales. The Department is tied to a customer on the Tank I...