Energy-Pro Features
Energy-Pro is our high end software offering. It contains the strong down to earth features that make it the best full featured software package available for the Fuel Oil & Propane industries. It has the functions that are needed to run a Fuel Oil / Propane delivery business with many bells & whistles.
Customer Services (Inquiry) End of Day / End-of-Month
Delivery Management Delivery Dispatching
LP Gas Tanks Tax Reporting
Cash Reciepts Report Generator
Secuiry system Multiple Division (Company Names)
Budget Customers Recurring charges
Customer comments Vehicle Maintenance
Service Invoicing
Service Contracts
Service Work Orders
Service Dispatching
Tank Protection
Equipment Database
Parts & Liquid Inventory
Inventory Purchases
Customer Services (Inquiry):
q Lookup customers by account #, name, street, phone or house #
q Tracks the last 25 accounts that were looked up
q Buttons for previous & next account in customer list
q 11 data screens for each customer
q Edit button to edit customer data (with tracking)
q Delivery work order (will call order)
q Right click for list of orders taken
q Delivery dispatching
q Delivery history
q Right click for delivery charges setup
q Delivery analysts
q Instant statement
q Customer A/R ledger (Transactions)
q User messaging
q Email a message to the customer
q Previous changes display
q Totals by code
q 2nd lookup method that with multiple selection & sort options
q Service dispatching (see details below)
q Service History
q Open Item ledger
q Word letter (Interface to Microsoft Word)
q Landlord/Tenants (See service billing below)
q Installment/Rental (See Recurring billing below)
q Individual labels (letter, shipping, envelope)
q Total Credits report
q Service Invoice History
q Service projects
q Ledger by code & ledger by reference
q Enhanced delivery instructions
Delivery Schedule & Ticket Printing:
q Uses degree days to calculate next delivery
q Separate hot water usage rate for better control of hot water accounts
q Julian customers (delivery by days) have winter, spring/fall, and summer days
q Up to 10 customized ticket form layouts (by division)
q Sorts by degree day (or days supply) within route
q Scheduling includes satellite (delivery groups)
q Special handling of credit hold tickets
q Delivery hold report
q Date Scheduled Accounts
q Run all or selected routes
q Can be rerun with different parameters
q Print tickets from delivery schedule, dispatching system, and manually entered accounts
q Verifies that tickets printed ok before updating customer's account with ticket out information
Driver's Route Sheets:
q Interfaces with Map Point option
q Estimates gallons to deliver for each customer entered
q Total estimated gallons
q Total estimated gallons by route (zone) number
q Customer is updated with driver # and date to be delivered
Delivery work orders (Will Call orders):
q Entry of gallons ordered with calculation of amount
q Entry of amount to pay with calculation of gallons
q Entry of gallons & amount
q Tracks the time of call, dispatched, and completed
q Tax calculation with either entry type
q Allows override of type of fuel, price, and tax-code
q 2 Special message lines
q Call status field for open, dispatched, and completed
q Credit Card option
Delivery Posting:
q Allows transaction review during input
q Allows processing of telephone inquiries while posting
q Tank not full is indicated by gallons short field
q Special code for short delivery without measuring the tank
q Unit Price override
q Fixed or Capped pricing capability
q Allows up to 99 price levels with date range capabilities
q Allows for additional charges such as restart burner or COD payment
q Allows for automatic delivery fee/Reg. fee
q Memo (comment) field
q Inventory control
q Email the invoice to the customer option
K - Factor Deviation Report:
q Records accounts with a significant difference between the actual delivery and expected delivery
Tank Location Records:
q Allows accounts up to 99 tank locations
q Deliveries posted to the tank location
q Payments and service are posted to the main account record
q Credit is maintained on the main account
Cash Receipts:
q Allows for open item, and/or balance forward accounting
q Automatic calculation of discount with override capability
q Automatic update of credit code field
q Automatic clearing of promise to pay fields
q Memo line (can be used for credit card authorization)
q Special code for returned checks with automatic update of the number of returned checks in the customer's account
q Creates bank deposit slip
q Report of customers released from credit hold
q Allows cash payment receipt printing
Budget Control:
q Non-Budget balance for charges not covered by the budget plan
q Budget amount due, budget age
q Allows interest for budget customers with credit balances
q Calculates new budget payment for the new budget year (using gallons last year or estimated degree days)
q Multiple budget reports
Service:
q Profit & Loss Report
q Assign or automatic invoice number
q No charge for parts covered on service contract
q Warning if you bill a customer for a part that is under warranty
q Price & tax override capability while posting
q Flat rate pricing available
q Standard messages by item number
q Automatic update of inventory system
q Allows no charge and/or credit by item
q Invoice parts by part # or selection from browse window
q Unlimited comments lines
q Complete history file of invoice details
q Bill landlord or tenant
q Updates the Projects (Job Cost Comparison) system
Service Dispatching:
q Tracks user that took the original call
q Tracks call complaint code
q Tracks service scheduled date
q Tracks the time of call, dispatched, arrived, and completed
q Ability to look at future scheduled calls
q Ability to look at work recommendations
q Tracks servicemen
q 5 Message lines
q Call status field for open, dispatched, arrived, and completed
Service Plan & Tank Protection Billing:
q Renewal Report for all or selected plans
q Prints Invoices and updates customer file
q Taxable switch
Inventory Control:
q Locate parts by part #, description, or manufacturers #
q Maintains inventory by location
q Inventory file contains last cost & average cost
q Maintains unit & dollars sold year-to-date
q Warranty period and service plans covered
q Report of parts that are below their reorder quantity
q Reports order quantity and estimated cost
q Physical inventory report and entry
q Allows the printing of bar code labels
Inventory Purchases:
q Updates inventory file with quantity received
q Inventory updated by location
q Allows transfers from one location to another
q Shows last cost
q Locates parts by part #, description, or manufacturers #
q Cross reference file for vendor part number
Equipment Units:
q Each customer can have multiple equipment units (such as: Heating system, hot water heater, pool heater, air conditioning, cooking etc.)
q Maintains installation, warranty, and last tune up date
q Serial number for the unit and the burner are maintained
q Efficiency information is also maintained
q Includes last inspection date
q Service plan available for each equipment unit
End-of-Day Procedure:
q Verifies all balances and transactions
q Prints sales & accounts receivable report
q Daily aging of accounts receivable balances
q Calculation of delivery due date and gallons consumed
Tax Reporting:
q Detail and summary reports for fuels and service by date range
Report Generator:
q Design and print your own reports. Works on many of the files throughout the ENERGY-PRO system. Account selection, mathematical calculations, mass updates, selection of printout information, and merge file for other software packages are all available with this reporting tool.
Multiple Divisions:
q Allows multiple company division name and addresses on delivery tickets, statements, invoices and all other forms
q Many reports can be run for the entire company or selected division
Customer Comments:
q Comment file to record customer comments or promise to pay information
q Record letters sent to customers
File Maintenance Report:
q Customer maintenance program records most changes made to the customer's account
Security System:
q Limit users from accessing some programs
q Limit users from changing selected information
Recurring billing file – Installment/Rental Payment Plans:
q Monthly or yearly payment plans for large price items
q Monthly or yearly billing to customers’ account
q Update G/L for installment/Rental receivables
q Multiple installments/Rentals per customer
Vehicle Maintenance:
q Miles driven in different states by date range
q Accounts for all repair expenses with totals by date range
q Insurance, radio, serial number, registration number, license number, last inspected, DMV expiration date fields
LP Gas Tank File:
q Maintains description, serial no, tank size, tank color valve type, regulator type, date of next inspection, date manufactured and more.
q Gas Check information.
MID-COM & Liquid Controls Truck Meter Interface:
q Creates delivery data file for MID-COM or Liquid Controls electronic meters
q Read delivery data from the MID-COM or Liquid Controls data file and updates customer files
Reports:
q Transaction reports
Counter journal transactions
Transaction by day
Transactions by run number
Transaction list
Transactions by product
Transaction search
q Master file reports:
Customer address list 1
Customer address list 2
Customer address list 4
Customer address list 5
Customer list with price
Inactive customer list
Labels
New customer report
Report generator
Report generator 2
Merge letter comment
Comment report
Comment report by salesman
Gained/Lost account report
Previous change report
q Credit reports:
Aged credit report
Open item trial balance
Promise to pay report
Next call report
q Fuel reports:
Delivery scheduling info report
Driver analysis
Truck analysis
Fixed or Caped price report
HEAP report
Tank size report
Summer will call report
Delivery order report
Tank analysis
Delivery analysis report
Fuel sales margin report
Fuel sales by customer
Fuel sales for two periods
Fuel sales by group report
Driver reconciliation report
Driver closeout report
Product report
Driver/Truck time/distance report
Bulk transactions report
Salesman fuel report
q Service reports:
Last cleaning report
Labels for contracts/cleanings
Service WO report 1
Service WO by day
Service Profit & Loss
Service man report
Service contract profit & loss
Service call back
Future call report
Service time report
Service history report
Project report
Labor & Parts report
Salesman service report
q Budget reports:
Non budget customers report
Budget: credit balances report
Budget envelops
Budget report 2
q Installment report:
Installment/Rental report
q Inventory reports:
Product code report
Inventory transaction report
Inventory purchases by vendor report
Inventory stock report
Inventory valuation report
Fuel inventory report
Reorder report
Stock take form
Price list
Inventory replacement report
Inventory items report
Inventory bar code list
Inventory labels
Inventory bar code labels
Inventory sales report
Warranty expiration report
q LP Gas tank report
LPG tank report
LPG inspection report
LPG movement report
LPG regulator inspection report