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Introduction The Terminals page is where terminals can be created and/or managed. Terminals are the origin point for Drivers where fuels are picked up, transferred and or dropped off. They can either be the same location as the company or somewhere offsite, he...

Introduction This page is where company vehicles can be created and/or managed. Vehicles are what transport the fuels from terminals to customers, or even transfer to other vehicles if need be. Vehicle's contain fuel containers and depending on the type of fue...

Introduction The Collections page is where posted invoices appear and are ready to be charged if a customer has a credit card on their account but do not have autopay set up. To reach the invoice page, click on the Billing dropdown then click on Collections. C...

Introduction The Fuels page is where Fuels are created and managed based on the fuels that the company uses. To reach the Fuels page, open the settings page by clicking on admin then clicking on the Fuels. Clicking on the three bars on the top left corner of t...

Introduction Custom Fields are where custom fields, that are seen when creating a system and equipment, are created and managed. To reach the Customs Fields page, open the settings page by clicking on admin then clicking on the Customs Fields. Clicking on the ...

Adding Employee Profile PicturesService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Profile Picture.Select +Choose the jpg or png.Crop the center of the employees face and Next. Select Save.

Deactivating EmployeesService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Deactivate Employee.Confirm you want to deactivate this employee by selecting Yes.

Reset Password for EmployeeService Board menu - Admin - Employee Management.On the row with the employees name select the ⋮ than Reset Password.Enter New password twice and Save.Editing EmployeeService Board menu - Admin - Employee Management.On the row with t...

Shift SchedulesIf you wish to use Shift Schedules please ensure we have all of your shift options to put in the database such as 5am start time vs 12pm start time or office 8-5pm. Open the menu - Admin - Shift SchedulesSelect New Shift to add a single date sch...

Employee Clock In/OutWeb: Open the menu - My Time - Clock In or Clock Out.Select if lunch was taken.If a punch was missed select the box next to the date. Select Request Clock Event Ensure the Date and Time is accurate for the updated Clock Event and select th...

Checking In DeliveriesAfter delivery has been completed come back to the Fuel - Deliveries screen. Filter by Fuel type (and route if easier). Verify all information was entered accurately, IE entering 2500 gallons instead of 250 gallons for manual entry. Selec...

Routing MapThe Routing map is now where all delivery request will show up, including manual and auto deliveries. Before getting started with setting up a route, a few things must be set prior to beginningFuel Type - Select the fuel that's being routed for deli...

Below the Map and Satellite bar, is another bar that shows total number of potential deliveries on the map as well as total number of estimated gallons for the day.Finally the filter bar, probably the more important bar before geting a route ready. The bar its...

Next is setting up a load to add to a route. To start this process, click on the Staging tab next to the Routes tab to bring up the Staging toolbarClick on the add button to add a load to the unrouted loads listNext select a Load to work on and click on the ar...

Next is adding customers. Once a load has been created, customers can be added on to the load. Customers can be added to a load even if the load itself isn't part of a route yet. If not part of a route, adding customers must be done on the staging part of the ...

Next is adding customers. Once a load has been created, customers can be added on to the load. Customers can be added to a load even if the load itself isn't part of a route yet. If not part of a route, adding customers must be done on the staging part of the ...

Adding from Fuel Map1. In the Search Customers box enter the customers name and click the envelope next to their name2. Select the correct System, enter Requested Volume and delivery window requested date. Preauthorized Amount and Quoted Price are OPTIONAL. Ch...

If for whatever reason a route or load need to be deleted, there are several steps that must be taken other than clicking on the garbage can icon. It begins from the end of the process and customers must be removed from a load first. The same process of adding...

If you prefer looking for the customers profile before putting in a deliver request:1. From the Search enter detail to locate customer (IE Name, address, account number, etc). 2. Select the customer making the fuel request. 3. Select the Fuel tab. 4. Select th...