Fuel

General

This directory contains comprehensive guides for managing customer systems, equipment, and delivery window strategies (delivery estimation methods).

Core System Management

Adding Equipment

Learn how to add tanks, boilers, furnaces, and other equipment to a system. Includes detailed instructions for multi-tank configurations.

Key topics:

Editing a System

Modify existing systems safely with guidance on which changes are safe vs. those requiring caution.

Key topics:

Delivery Window Strategies (Estimation Methods)

Window Strategies

Choose and configure the delivery estimation method for each system. Window strategies determine how the system calculates when deliveries are needed.

Key topics:

Degree Day System

Temperature-based consumption estimation using heating degree days and usage rates.

Key topics:

Monitoring

Real-time tank level tracking using IoT monitoring devices identified by serial numbers.

Key topics:

Calendar Scheduling

Time-based recurring delivery schedules with seasonal controls and frequency settings.

Key topics:

Getting Started

  1. Create a system: Start with the Add System Guide

    • Choose system name and fuel type
    • Select a window strategy (Degree Day, Monitored, or Calendar)
    • Configure strategy-specific settings
    • Enable Auto Delivery toggle if needed

  2. Add equipment: Follow Adding Equipment to add tanks and appliances

  3. Configure delivery: Your window strategy determines how deliveries are triggered:

Quick Reference

System Concepts

Window Strategy Comparison

Strategy Configured In Triggers On Requires
Degree Day Degree Day tab Temperature data + usage rates Winter/summer rates, window boundaries
Monitored Tank Monitor tab Tank level readings Monitor serial number
Calendar Calendar tab Time intervals + rules Active schedule with frequency/dates

Configuration Locations

All window strategy settings are configured in the Add/Edit System dialog:

Common Workflow

  1. Navigate to Systems from Customer Dashboard
  2. Click Add System or Edit existing system
  3. Enter system name and select fuel type
  4. Choose window strategy: Degree Day, Monitored, or Calendar
  5. Configure in the appropriate tab:
    • Degree Day: Set usage rates and windows
    • Monitored: Enter serial number
    • Calendar: Save system first, then add schedules
  6. Enable Auto Delivery toggle if deliveries should be automatic
  7. Add custom attributes as needed
  8. Enter notes for drivers, routers, and office
  9. Submit to save
  10. Add equipment to the system

Adding a System Guide

A system represents a group of equipment that all share the same fill connection (the same delivery fill). For example, multiple manifolded tanks feeding the same appliance belong to one system. This guide shows how to create a system and configure its delivery window strategy.

Important: You can attach multiple physical tanks to the same equipment entry when they are manifolded to a single fill. This keeps projections and routing accurate for the shared capacity.

Prerequisites

Create a system

  1. Open the Customer Dashboard for the selected Customer and Location.

  2. Go to Systems in the overview (or use the Systems action in the header).

  3. Click Add System.

  4. The Add System dialog opens with multiple configuration sections.

  5. Complete the basic settings and select a window strategy.

  6. Configure the strategy-specific settings in the appropriate tab.

  7. Click Submit to save.

Basic system settings

Required fields

Toggles

Optional fields

Window strategy selection

Choose the delivery estimation method that best fits this system:

The selected strategy determines which configuration tab you'll use next.

See: Window Strategies Guide for detailed comparison and recommendations.

Strategy-specific configuration

Degree Day configuration

If you selected "Degree Day" as your window strategy:

Usage rates:

Delivery windows:

Actions available:

Monitored configuration

If you selected "Monitored" as your window strategy:

Required:

Optional:

Note: The submit button will be disabled until you provide a monitor serial number for monitored systems.

Calendar configuration

If you selected "Calendar" as your window strategy:

For new systems, calendar schedules must be configured after the system is saved. You'll see a warning message: "Save the system before managing calendar schedules."

After saving, you can create calendar schedules with:

Only one calendar schedule can be active at a time.

See: Calendar Scheduling Guide for detailed schedule management.

Understanding systems and fills

A system is a logical grouping of equipment that all connect to the same fill point:

This grouping ensures accurate capacity tracking, delivery projections, and routing.

Additional system fields

Fill Location Notes

Custom Attributes

Predefined fields:

Additional custom fields:

Next Delivery Notes

Driver Alerts:

Router Notes:

Office Notes

Next: Add equipment

After saving the system, add equipment under the system (tanks, boilers, furnaces, vaporizers, regulators, etc.).

For manifolded tanks feeding the same appliance/fill, attach multiple tanks to the same equipment set to represent one shared capacity.

See: Adding Equipment

Editing later

You can rename the system, adjust window strategy, or deactivate it. Be careful changing fill associations or window strategies after deliveries exist, as it can impact projections.

See: Editing a System

Editing a System Guide

This guide explains how to edit an existing system using the Edit System dialog and what each field and setting controls.

Prerequisites

Edit a system

  1. Navigate to Systems from the Customer Dashboard.

  2. Find the system you want to edit.

  3. Click Edit on the system.

  4. The Edit System dialog opens with all current settings.

  5. Make your changes and click Submit.

What you can edit

The Edit System dialog has the same structure as Add System, with all fields editable:

Basic system settings

System Name

Active toggle

Auto Delivery toggle

Fuel selector (Propane, Oil, etc.)

Window Strategy selector (Degree Day, Monitored, Calendar)

Usage multi-select

Window strategy tabs

After selecting a window strategy, configure its settings in the appropriate tab:

Degree Day Settings tab

Usage Rates:

Window boundaries:

Action buttons:

Info displays:

Tank Monitor tab

Monitor Serial Number

Monitor Barcode

Calendar Schedules tab

Manage recurring delivery schedules:

Additional editable fields

Fill Location Notes

Custom Attributes

Predefined fields:

Additional custom fields:

Next Delivery Notes

Driver Alerts:

Router Notes:

Office Notes

Safe edits (no delivery impact)

These changes can be made freely without affecting active deliveries:

Changes requiring caution

Deactivating the system (Active toggle off)

Impact:

When to use:

Best practice: Verify no pending deliveries exist before deactivating

Disabling Auto Delivery toggle

Impact:

When to use:

Changing Window Strategy

Impact:

Example: Switching from Degree Day to Monitored

Best practice: Configure the new strategy completely before switching

Changing Fuel type

Impact:

When to use: Only if the physical system has been converted (e.g., oil to propane)

Best practice:

Forcing Degree Day or Resetting Windows

Impact:

When to use:

Best practice: Document the reason in notes

Equipment management

Equipment is not edited directly in the system dialog. To manage equipment:

  1. View equipment list in the system details
  2. Click Edit on the specific equipment
  3. Use the Equipment dialog to modify
  4. See: Adding Equipment

Note: You cannot change which system equipment belongs to from this dialog. Edit the equipment itself to reassign it.

What you cannot edit

Validation and errors

The dialog validates entries before allowing submission:

Common validation errors:

Validation errors appear at the top or inline with red styling. The Submit button is disabled until all errors are resolved.

After saving changes

When you click Submit:

Note: Changes to window strategy or usage rates may cause immediate recalculation of delivery windows and target dates.

Deactivating vs. deleting a system

Deactivate (Active toggle off):

Delete (via delete action):

Best practice: Always deactivate rather than delete to maintain data integrity and history.

Adding Equipment Guide

This guide explains how to add equipment to a system using the Add/Edit Equipment dialog. Equipment represents physical components like tanks, regulators, filters, and other equipment.

Key concept: You can add multiple tanks to a system when they share the same fill connection. Each piece of equipment is tracked separately within the system.

Prerequisites

Add equipment to a system

  1. Navigate to the Systems section from the Customer Dashboard.

  2. Select the system you want to add equipment to.

  3. Click Add Tank or Add Equipment.

  4. The Add Equipment dialog opens with multiple sections.

  5. Fill out the required fields and click Add Equipment or Update Equipment.

Equipment types

The dialog supports these equipment types:

Basic Information section

Required fields

All three fields are required to proceed.

Equipment Details section

Serial Number

Optional fields

Installation & Inspection section

Both fields are optional:

Use date pickers to select dates.

Regulator Information (regulators only)

If you selected Type = Regulator, an additional section appears:

Required field

This field uses a date picker and is mandatory for regulator equipment.

Tank Information (tanks only)

If you selected Type = Tank, an additional section appears with three required fields:

Required fields (all with gallon suffix)

Example for a 275-gallon tank:

Multiple tanks on one system

When you have multiple tanks sharing the same fill connection:

  1. Add each tank as separate equipment to the same system
  2. Enter accurate Size, Recommended Capacity, and Optimum Delivery for each tank
  3. The system automatically aggregates capacity across all tanks for delivery calculations

Example setup:

This approach allows accurate tracking of individual tanks while calculating deliveries for the combined system.

Custom Attributes section

Always visible at the bottom of the dialog:

Predefined custom fields

Additional custom fields

Validation and submission

The dialog validates your entries:

The Add Equipment or Update Equipment button is disabled until all validation passes.

Dialog actions

After saving, the equipment appears in the system's equipment list and can be used for delivery projections, monitoring, and service tracking.

Editing or removing equipment

Deliveries

Introduction

The Deliveries part on the Fuel section of the Customer Account is where Customer Delivery Request can be input when made by the customer and not in Auto Delivery. A history Search and Pricing search can also be made here by clicking on the History or Pricing tabs.

Deliveries

When first seeing this sction, all Fuel Delivery Requests that are made will show up here. They'll show up as line items with the following columns

Delivery Request

Delivery Request for Customers can be made here. By clicking on the +Delivery Request, The Add Deliveries popup will appear and the following fields must be filled out

Once all fields have been filled out, clicking on Submit Request will create the delivery request and charge the customers card if the customer wanted to have it charged. This will show up partially filled on the Deliveries section and will fill up as the the order is routed, priced and delivered. This request will also show up on the request section of the Setting Up a Route page. Clicking on cancel will close out the window and delete any information filled out

Add Payment Card

If a customer chooses to have a card added to their account to use for a delivery request, the Add Payment Card popup will appear and the following information needs to be filled out

History

Clicking on the History tab under Deliveries will bring up the Deliveries History for The Customer. Once brought up, it'll show all systems that the customer has and clicking on each one will bring up a detailed page for that systems delivery history. The page will show details about the following, The system itself, The Usage Rates, Delivery Windows, Delivery Analytics, Rate Configurations and Delivery History. A much more detailed view of this page can be seen on the Delivery History page.

Pricing

Clicking on the Pricing Tab under Deliveries will bring up the Pricing page for deliveries. Once brought up, a system can be selected which will then generate the pricing for that system. The Following information is then displayed, Pricing, Transitions, Services, Contracts, Custom Points and a graph depicting Recent deliveries. A much more in depth look at the pricing page can be seen on the Pricing page.

Delivery History

Pricing