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Driver Load List Screen Purpose: Displays all assigned routes and loads for the driver on the selected date. Key Features: View all loads assigned for the day Switch between multiple loads using tabs or horizontal picker Displays estimated gallons, number of ...

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

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 nex...

Overview This guide is to help you in setting up a route for a delivery for The Customer Prerequisites Customer is active Customer has requested a delivery Setting up A Route Click on Menu next to Service Board Click on Arrow next to Fuel to bring up dr...

Invoices and how they reflect Taylor Reports The invoice page can be used to see all invoices for customers and allows to see all total pending incoming funds as well as totals based on preset filters. To see the Invoices, on the side menu, click on Billing th...

Bank Deposits and how they reflect Taylor Reports 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 t...

Deliveries and how they reflect Taylor Reports The Deliveries Report page shows deliveries that have been routed and are being delievered, have been delivered, are going to be delivered or haven't been delivered. To reach the Delieveries page, on the side menu...

Fuel Deliveriy Report and how they reflect Taylor Reports 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 ...

All Projects and how they reflect Taylor Reports The All Projects Report shows all projects that are to being worked on, to be worked or have been worked. When opening page, you will see the Totals which include Future Work, In Progress jobs, Open Concerns, Se...

Customer Reach Outs and how they reflect Taylor Reports 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...

Install Calendar and how they reflect Taylor Reports The Install Calendar shows all Projects/Services that are scheduled that have been worked or need to be worked on. To reach the Install Calendar, click on the Service dropodown on the side menu then click on...

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...

New Customer List Report and how they reflect Taylor Reports New Customer List report provides information on New Customers that have been brought in to the company. To open the list, click on the reports drop down on the side menu and click on New Customer Li...

Aging Report and how they reflect Taylor Reports 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 c...

Sales Summary by Product and how they reflect Taylor Reports 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 o...