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:
- Equipment types (tanks, boilers, furnaces, appliances)
- Multi-tank/manifolded tank setup
- Capacity and monitoring configuration
- Linking equipment to systems
Editing a System
Modify existing systems safely with guidance on which changes are safe vs. those requiring caution.
Key topics:
- Safe edits (name, notes, metadata)
- Cautious changes (window strategy, fuel type, status)
- Reassigning equipment between systems
- Deactivating vs. deleting systems
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, Monitored, and Calendar strategies
- Selecting the right strategy for each customer type
- Configuring strategies in the system dialog
- Auto Delivery toggle behavior
Degree Day System
Temperature-based consumption estimation using heating degree days and usage rates.
Key topics:
- Winter and summer usage rates
- Visual degree day windows
- Target DD and forced delivery
- Reset DD and Reset Window actions
Monitoring
Real-time tank level tracking using IoT monitoring devices identified by serial numbers.
Key topics:
- Monitor serial numbers and barcodes
- Real-time level readings
- Validation requirements for monitored systems
Calendar Scheduling
Time-based recurring delivery schedules with seasonal controls and frequency settings.
Key topics:
- Frequency and units (days, weeks, months, years)
- Preferred day of week
- Seasonal start/end dates
- Active/inactive schedule management
- One active schedule limit
Getting Started
-
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
-
Add equipment: Follow Adding Equipment to add tanks and appliances
-
Configure delivery: Your window strategy determines how deliveries are triggered:
- Degree Day for temperature-based estimation
- Monitoring for IoT device-driven deliveries
- Calendar for recurring time-based schedules
Quick Reference
System Concepts
- System: A group of equipment that all share the same fill connection
- Equipment: Physical components (tanks, boilers, furnaces, etc.)
- Multi-tank: Multiple tanks manifolded to a single fill (add to same equipment)
- Fill Group: Equipment in a system all connect to the same delivery fill point
- Window Strategy: The delivery estimation method (Degree Day, Monitored, or Calendar)
- Auto Delivery: Toggle that enables/disables automatic delivery request generation
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:
- Basic settings: System name, Active toggle, Auto Delivery toggle, Fuel selector, Window Strategy selector
- Degree Day tab: Usage rates, window start/target/end, Reset actions
- Tank Monitor tab: Serial number, barcode
- Calendar tab: Schedule frequency, units, day of week, seasonal dates, volume
Common Workflow
Related Documentation
- Creating a New Customer — Full onboarding flow
- Location Management — Managing service locations
- Add Services — Services can be applied to locations or systems
- Add System — Creating and configuring new systems