Updated Articles

  1. Scheduled Service Calls - Service Orders

    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...
  2. MobileService Main Menu

    Customer – Review customer and tank information as well as any pending Service Orders, Proposals, Invoices, or Service Locations. This will be for informational purposes only as Service Orders, Proposals, and Invoices cannot be generated from ...
  3. MobileService Start Shift

    It is advisable to select Communicate prior to Start Shift (if within a Wi-Fi range) to receive the latest information available. Select Start Shift . Select Choose by Vehicle and Technician to make appropriate selections then enter th...
  4. Truck Computer Troubleshooting

    Mobile Devices No Power Likely Cause: Truck not on, computer not securely seated Truck must be running and truck computer securely seated in docking station. If using truck computer outside truck, batteries must be charged. Plug in extern...
  5. AFD Reports

    A Price Code Summary report indicating current price codes and pricing is present in the AFD Menu .   This report can be sent to video to view and print or sent to a CSV file.   Select Price Code Summary located in the AFD Menu . Enter the...
  6. Make Inventory Items Serialized

    Serialized inventory items require that the Serialized? status box be checked in order to associate serial numbers to an item. Non-Serialized items should not have this option checked. To input the checkmark for serialized items: Select the ser...
  7. Purchase Orders and Serialized Inventory Items

    Serialized inventory items acquire serial number information from the Purchase Order program. Create Serialized Inventory PO Select Purchase Orders on the EnergyService menu. Choose Purchase Orders then press Ctrl+C to create. Select th...
  8. Review Serial Numbers

    Serial numbers can be reviewed by navigating to the Inventory Items screen. Select the Inventory Item. Choose Show Locations . Select the Storage Location associated with the serial numbers entered on the PO.  Available serial numbers will b...
  9. Serialized Inventory Invoices

    When a serialized inventory item is sold, the salesperson will be required to select the serial number prior to posting the invoice. Note: If a serialized inventory item is selected when creating an invoice but not posted, the Status of the Inv...
  10. Examples of Report in Excel

    Summary Report The Summary report displays the date of an inventory transaction and gives an overall count per type.   Detail Summary Report The Detail report displays the detail for each inventory item listed.  For example, if the Transact...