Updated Articles

  1. Customer Efficiency

    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 ,...
  2. Balancing with the Daily Sales and Deposit Report

    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 Balance ...
  3. Customer Type Setup

    The system uses Customer Types to categorize customers or gas products (budget, COD, gas dryer, bulk home heat, grain dryer). Set up a different code for each type of customer or gas product to track. Customer Types are tied to a tank on the Tank ...
  4. Creating a Proposal from the Customer Screen

    Select the Customer from the Customer Maintenance screen. Choose Proposals . If a Proposal already exists for this customer, it will be present on the Proposal screen.   Select Create to create a new Proposal. If this is the first time ...
  5. Business Process Review

    Every day you use dozens of business processes and, all too often, experience the impact of inefficient or outdated procedures. Let SSI's Professional Services team work with you to identify ways to streamline processes and gain efficiencies with yo...
  6. Scheduled Service Calls Overview

    Scheduled Date Scheduled Time Customer Name and Number Service zone assigned to the service location\customer – similar to an assigned route code Service Order Number Service order Type S.O. Type Description Service Calendar - Click on sp...
  7. Unscheduled Service Calls - Service Orders

    From the main EnergyService menu, select Unscheduled Service Orders . Tap in the Name column and begin typing the last name of the customer or, enter the customer account number in the Customer# column. Select the account. From this scre...
  8. Unscheduled Service Calls - Add Comments

    Within the Customer screen is an Add Comments button.  This allows the service technician to enter a comment that will transmit back to the office upon the next communication. This message will save to the customer account and will remain with t...
  9. Unscheduled Service Calls - Proposals

    Proposals can be created for a customer from either the Scheduled or Unscheduled Service Order screens.   If creating a proposal from Scheduled , highlight the Service Order and select Create and Open Proposal.  From the Unscheduled screen, sel...
  10. Unscheduled Service Calls - Payments

    Payments may be applied to customer accounts by selecting Unscheduled Service Orders located on the MobileService Main Menu. Select Payment . Enter the Amount , choose the Payment Method , and enter a Check / Credit Card Number as applic...