Fuel Features

Standing Delivery Order Management:

Set up regularly scheduled service and rate for customers.  Rent, Route & Service prints fuel delivery and service lists and can automatically generate delivery order. Delivery orders can be generated based upon Degree day or Julian Day option to override by controlling percent tank utilization

60+ Ways To Look Up A Customer: 

You can look up a customer by any part of :

·        Site Address

·        Billing Address

·        Contact name

·        Site and billing phone number

·        Comment field

·        Default rate code

 

Delivery Order Dispatching: 

Full set of delivery order dispatching tools to create, assign to drivers, monitor progress, and recommend next nearest site to meet individual driver/vehicle capacities and locations.

Rate Codes By Customer, Market And Division: 

You can build rate codes that can viewed in a group by all codes, individual customer code, market code, division code or specialized listing, i.e., “list-price” to support ease of price assignment and rate file management.

Invoice Surcharges and Discounts 

You can assign a percent increase/decrease or a fixed amount based upon the pre-tax invoice amount.

Speed of Invoicing (Automatic Invoice Creation From Delivery orders) 

At end of day, you can select all delivery tickets to audit for correctly populated rates, quantities, taxes, etc.  The system will then add the entries to the site to be invoiced, tagging the entry with the work order number and item used to create the invoice entry, supplying a 100% audit trail.

 

Up to date collection history to set the correct credit rating.

Reminder Notices:

We support automatic update of reminder date based upon last service date, with the ability to set an interval of up to 99.99 years.  You can send labels, post cards, form letters, ready mailers and Microsoft mail merge.

 

Customer Price List: 

Set up rate files so customers can have a "special price list."

 

Geo-Mapper

Displays a street level map based upon customer site address, so you can enter correct directions with the customer on the phone, and print a street level map for the driver.

 

Service Multi-Line Item Invoice:

Enter multiple line items on an invoice and preview before posting. You can set individual rate codes to maintain an inventory, i.e., gauges, fitting, tank covers, and advance the reminder date for next service.

 

Unlimited Customer Notes:

You can enter an unlimited number of customer notes, and tag each note with a code and the name or id of the person who entered the notes.

Inventory Management

Invoicing for fuel and service parts can be linked to inventory management to keep up to date sticks of fuel and parts inventory

Access-Account.com: 

Site/customer information can be placed on the internet so customers can:

Additional Features