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The Delivery Card is the central interface where drivers perform and record an individual delivery. Sections Within the Delivery Card: Section Purpose Customer Information Shows address, account number, and allows tapping to open maps Ticket Notes Displays any...

Introduction The quote module streamlines how sales and service teams build, share, and track customer proposals. This guide explains how to create proposals, manage their content, control customer visibility, and administer quote templates and settings. Overv...

Introduction The Employee Management page can be used to add a new employee to the system or edit a current one. To reach the Employee Management page, click on The Admin dropdown on the side menu then click on Employee Managaement. Clicking on the three bars ...

Introduction The Billing section of the Customer Account is where all information regarding customer billing can be seen. This includes a balance overview, a section for Autopay, any recent trasactions that have been made on the account and any subscriptions t...

This guide is for walking you on how to check your deliveries Prerequisites Customer must have an acitve account Customer must have requested a delivery Customer must have a route assigned Deliveries Click on the menu icon on the top left of the screen next...

Overview Instructions on how to acces QR Code if not provided by Company or Dispatcher Accessing QR Code On main Webpage, click on profile icon for dropdown Click on Show QR Code QR Code will generate and you can scan with device

Introduction This guide will help with navigating to the Deliveries page as well as a breakdown of what deliveries look like after being routing. A guide on how to set up routes can be seen on the Setting Up a Route page. Navigating to Deliveries page To reach...

Introduction When Fuel deliveries are requested or set to auto deliver, The Routing page is used to place those orders on a load, then route in order for them to be delivered. The routing page can be reached by Clicking on the 3 bars on the top left corner to...

Service Orders Service orders are any customer concerns in which a tech is sent out to fix any problems with a system a customer owns. What you will find on The Order Page Tab Purpose Info Tab Shows Customer Address, allows you to clock in, view Customer Conce...

Overview The Customer Account Page is where you can access all information on The Customer. See Account Search on how to reach Customer Account page. The page will start off by showing an image of the customer home followed by Customer information, Account Num...

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 sy...

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 deliver...

This guide explains how to edit an existing system using the Edit System dialog and what each field and setting controls. Prerequisites The system exists and you have permission to modify it. You are on the Customer Dashboard with the Location selected. Edi...

Bank Deposits The Bank Deposits page can be used to manage and track all payment deposits. To reach the Bank Deposits page, on the side menu, click on Billing then click on Bank Deposits. Clicking on the three side bars on the top left corner of the page allow...

Introduction The invoice page can be used to see all invoices for customers as well as specific totals based on pre set filters. To see the Invoices, on the side menu, click on Billing then click on Invoices. Clicking on the three bars on the top left corner o...

Tune Up Search Tune Up Search can be used to to see all Tune-up opportunities in order to review and coordinate any upcoming visits and schedule appropriate outreach opportunites. The Tune Up Search page can be pulled up by clicking on the Reports dropdown on ...

Customer Reach Outs The Customer Reach Outs page is used to keep track of any notifications that the customer received or will receive. To reach the page, click on Reports on the side menu, then click on Constumer Reach Outs. Clicking on the 3 bars on the top ...

Fuel Delivery Report The Fuel Deliveries Report is another way to pull up data on deliveries with the inclusion of total sums based on selected filters. To reach The Fuel Delivery Report, on the side menu, click on reports then click on Fuel Delivery Report. C...

Sales Summary by Product The Sales Summary by Product Report shows sales made by each product, including total amount, what each product/service costs and taxes. To reach the Sales Summary by Product page, click on reports on the side menu then click on Sales ...

Aging Report The Aging Report allows unpaid balances to be monitored through age and account status'. The page can be pulled up by clicking on the reports tab on the side bar and clicking on the Aging Report. The side menu can be expanded by clicking on the th...