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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...

Invoices 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 then click on Invoices. Clicking on th...

Deliveries 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, click on the Fuel drop down, then ...

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 Deliveriy 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. ...

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...

New Customer List 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 List. You can expand the side menu by clickin...

Install Calendar 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 Install Calendar. Clicking on the t...

All Projects 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, Service Visits and Non-Assciated Conce...

Introduction The Dashboard generates an Employee List and their status' for the current day selected. To reach this page, click on Admin on the side menu then click on Dashboard. Clicking on the three bars on the top left corner of the page expands the side me...

Introduction Upon landing on the customer account page, the Customers basic information will be displayed on the top of the page. This includes the customers Profile Picture, Customers Name, their Account Number, Phone Number, Email, Service Plans, Location, a...

Brands The Branding page is where brands can be created for the company or for any sub-companies owned by them. Branding is used to show The Companies Logo and Name, which are shown when sending emails or giving invoices to customers. To reach the Branding pag...

Zones The Zones page is where Zones can be created to show locations that are covered under a specific zone umbrella. These Zones can range anywhere from being regional to what locations only use specific fuels. To reach the Zones page, click on Admin Dropdown...

Introduction The Overview page is the first page that appears when looking into a customers account. From here, Services and Holds can be seen and added to the account. The Customers Balance and Quotes can be viewed here as well as the ability to add tasks to ...