Combine the power of EBMS's order entry and the inventory system with the tools within the optional Fuel Delivery module to create a powerful tool for companies that sell and deliver propane, heating oil, and other fuels to homes and businesses. The credit card processing options within EBMS allow the user to store customer credit cards in a PCI compliant manner for regular billing of fuel or to debit a monthly fuel budget. Card present transactions, debit cards, EBT cards, and gift cards are also available. The integrated financial tools are at the core of this powerful management system. Features include a complete accounting system, profit center management tools, a payroll system, financial reporting, extensive drill down and audit trail details, and more.
A variety of fuels can be sold and managed using the inventory system within EBMS. The fuel pricing, special contracts, and fuel contracts can be managed within the order entry system of the software. The fuel delivery tools add the ability to manage automatic fuel delivery services. Fuel delivery is prompted by calculating fuel usage based on heating degree days, tank size, and usage. The fuel tank information for one or more tanks is stored in a convenient tab for each customer. The option includes the ability to manage fuel budgets for customers and allows the user to bill the customer on a monthly basis for a budgeted amount agreed by the consumer. The system includes the tools to create, manage, and adjust these budgets. The Recurring Billing Process within the system simplifies monthly budget billing.
This software solution includes tools to manage fuel and service parts inventory using FIFO inventory methods. Serialized items, special orders, assemblies, kits, multiple units of measure (UOM), and other advanced inventory features are available. The Tasks & Work Orders module is an excellent tool to organize service work, tank installs, and other installations. The task system will track time for billable service work or track labor covered by a service contract. Scheduling, managing labor, and service billing is all handled with this module.
Track the serial number of tanks leased to customers or for tanks available for sale. Record fuel tank details, such as size or regulators, and record service history.
The fuel sales tools within EBMS can be used in the following businesses:
-
Home heating fuel delivery
-
Commercial fuel sales
-
Wet hose fueling companies
Fuel Sales Tools
-
Recording fuel tanks for customers: Review Recording Fuel Tanks for Customers to list the fuel tanks, type of fuel, and refill type.
-
Heating degree days: Review Processing Degree Days for steps to set up, record, and process fuel sales based on degree days.
-
Export to Digital Dispatcher
-
Import from Digital Dispatcher
-
Fuel sales taxes: Review Calculating Fuel Taxes to bill sales tax based on gallons of fuel rather than a typical percentage sales tax.
Billing tools
-
Creating customer categories: Review Adding and Deleting Customer Categories to create customer groups based on fuel or location.
-
Creating a customer database: Review Adding a New Customer to create customer records.
-
Creating sales orders from fuel tank records: Review Fuel Delivery Process to create fuel delivery tickets.
-
Budget billing: Review Fuel Budgets for steps to setup and bill using monthly fuel budgets.
-
Recurring billing: Review Recurring Billing Overview to review options to bill for recurring service contracts or flat rate fuel sales
-
Payment card payments: Review Payment Card Processing for setting up and processing credit card payments including gift, EBT, and loyalty cards.
-
ACH Direct Payments: Review Customer ACH Payments to review the ACH options to collect customer payments submitting a NACHA file to the bank.
-
Billing and Point of Sale tools: Review Sales Overview for a list of billing and sales tools.
Service and Rental Options
-
Manage parts and other inventory: Inventory Overview for an overview of the product management within EBMS.
-
Task and work order tools: Review Using Tasks as Work Orders for details on creating service and installation tasks.
-
Mobile work order: Review MyTime App Overview for a mobile version of the work order.
-
Service dispatching: Review MyDispatch Overview for instructions to dispatch service technicians or delivery personnel.
-
Tank rentals: Review Rental Overview for a general overview of the EBMS rental module.
-
Service contracts: Review Job Costing Overview for instructions to use the job module to manage service contracts.
Business Management Tools
-
Inventory: Review Inventory Overview for options to manage parts, product, and other inventory.
-
Financial tools: Review Financials Overview to review the manage business management tools available.