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Introduction The Invoice Codes page are where invoice codes are created and managed for service products. To reach the Invoice Codes page, open the settings page by clicking on admin then clicking on the Invoice Codes. Clicking on the three bars on the top lef...

Introduction This page is where Invoice Subtypes can be created and/or managed. Invoice Subtypes are used primarily for categorizing invoices when they are generated. To reach the Invoice Subtypes, click on the Admin dropdown and click on settings, once on the...

Release Overview Completed a major customer UI refresh and rolled out a new onboarding wizard (services/systems/credit-cards) Expanded payment & delivery-request capabilities (immediate / deposit charging, add-card-on-request). Delivered multiple UI/styling c...

Introduction The onboarding process allows for a New Customer to be added to the system, but rather than just creating the customer only, as seen on the Adding a New Customer page, Onboarding allows for the entire process to be done at once to make adding New ...

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 ...