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Vehicle Types From the Maintenance Tables menu, select Vehicles . Choose Vehicle Types . To create, press Ctrl+C . Enter the Description of the Vehicle. The Vehicle Type code will automatically generate once the description is saved. ...
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Vendor Types From the Maintenance Table menu, select Vendors . Choose Vendor Types . To create, press Ctrl+C . The Type will automatically be assigned once saved. Enter a Vendor Description then press the Down Arrow or F4 for ...
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This section is for the setup of service Technicians. Technician Types will be created and then assigned to a Technician based on their specialty. Technician Types Select Technicians from the EnergyService menu. Choose Technician Types...
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Service Order Types This section will cross-reference Service Types (tank sets, Gas Checks, Appliance Installs) with the Technician. From the EnergyService menu, select Service Orders . Choose Service Order Types and press Ctrl+C to ...
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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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Each customer must have a Service Location tied to their account in Customer Maintenance. A Service Location can refer to a customer tank or a piece of equipment. Prior to setting up a Service Location, first set up the types of Equipment that can...
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From the EnergyService menu, select Reports . Service Parts Price This report is designed to show items by product category and display pricing per Division and sales markup. This report can be sent to Video , Printer , or ASCII /Excel forma...
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From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations . Select the Warehouse Location where the non-serialized inventory item currently resides. Choose the Storage Location and Storage Location Part (Non-Se...
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Once serialized inventory items have been received to the shipping warehouse those items can then be transferred to other locations. From the EnergyService menu, navigate to Warehouse Locations / Warehouse Locations . Select the Warehouse Loc...
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Zoom & Pan # 1 Rule for Using EnergyMap Always have the correct layer selected before attempting to use any feature such as table view, details, scheduling, or creating route boundaries. Zoom In and Out Zoom in/out by using the scroll wheel on...