Search Results

Why it matters: Search is the starting point for most customer-service work and the required first check before onboarding a new customer.Search WalkthroughOpen the main sidebar or navigation menu.Select Search.Enter the best customer information available.Rev...

Customer Account OverviewThe customer account brings together contact, location, service, system, equipment, activity, and billing information. Not every employee will see or be permitted to change every item.Main Information to ReviewAccount areaWhat to confi...

Customer Onboarding WalkthroughCustomer onboarding creates the customer record and connects it to the right service location, relationship, fuel system, equipment, and services. The demonstration values used during training were examples only. Use your company...

Creating an Annual Tune-UpGo to the customer's account and click Systems.Find the relevant fuel system (Propane, Oil, or HVAC) and click the gear icon on that system.Click ☀️ Schedule Heat Tune-Up.Select the equipment (for example, a boiler).Select the service...

Making a Delivery RequestGo to the customer's account and navigate to the Systems tab.Confirm that both the boiler and the tank are listed under the system.Scroll to Deliveries at the bottom and click Delivery Request.Add a message describing the situation, fo...

Creating a New Service TicketGo to the customer's account.Click Concerns +, enter a description of the issue (for example, "Water Leak"), and save.Click Projects + and select the concern you just created.In the ticket, click Visits and open the visit by its ti...

Creating a ProposalGo to the account you are creating a proposal for.Go to Service.Click the + New Proposal purple button.Select Quote.If using a pricebook, toggle to Pricebook.Your company must be affiliated with a third party that inputs parts and prices int...

3. Creating a Budget ProposalIn the customer's account, go to the Service tab.Select the + New Proposal button.Click Budget.Title it.Select the budget that's built into your account for your company (e.g., "12-Month Budget Plan").Select the template.Choose the...

2. Creating a Fuel Contract (Fixed / Capped Rate)In the customer's account, go to the Service tab.Select the + New Proposal button.Click Fuel Contract.Select the fuel the customer is looking to get a contract for (e.g., Oil).Select the price mode or contract t...

Quick-Start OverviewWhen you need to… Start hereSchedule a tune-up Systems tab, gear icon, then the Visits tab on the resulting ticket.Make a service ticket The customer's account, or the Work Order button on the board.Set up a shift or schedule Admin, then Se...

Accessing the BoardClick the hamburger menu, then click Board.Table ViewThis is the default view.Shows the technician's name and job order.Calendar ViewUse this to add daily activities and work orders.Example: an emergency job comes in and needs to be schedule...

Navigating to PartsGo to Service.Go to Parts.Existing parts from the migration may already be on the list.Adding a New PartClick Add New Part.Write in the part name.Write in the supplier.Write in the shelf location in the parts room.Add any additional descript...

Click the hamburger menu, select Service, then click All Projects.Use the brand dropdown to switch between brands.Use the status dropdown to view projects by status:StatusMeaningAllSee all projectsCompletedSee completed projectsFuture WorkProjects that aren't ...

Creating ShiftsClick the hamburger menu, then Admin, then Settings.In Settings, go to Shifts.Add shifts based on: name, type (Typical, Vacation, Sick, Holiday, etc.), department, start time (including incentive hours, if applicable), and season.Mark the shift ...

Making a TicketFrom the OfficeTwo ways: from the customer's account, or from the Work Order button on the board. Work Orders are only handy if you know the technician, the date, and time. Best practice: create it from the customer's account. This shows visit h...

Fuel Pricing BasicsPricing begins with the selected fuel and pickup terminal. Review the current effective price before building or dispatching the day's routes. A new price entry takes over until the next entry occurs.TermWhat It MeansTerminalThe in-house or ...

A route identifies the driver and truck. A staged load organizes the pickup and planned stops before the load is assigned to that route.A. Create the RouteOpen Fuel, then Routing.Select the fuel type being routed.Set the routing date for the work being planned...

Review and Price DeliveriesPricing review normally happens after routing and before the driver leaves. This places the expected price information on the delivery ticket and gives the office a final chance to catch account or quantity issues.Open Fuel, then Del...