Internal teams can access a complete overview of customer energy deliveries and service requests through the Team Hub.
Primary Audience: Energy Teams
Delivery and service request details are housed on the Energy page, allowing teams to quickly search for specific records or gain a high-level view of incoming customer requests. Users can export the information to an .xlsx file as needed.
These requests come from customers initiating that they require either a delivery or service for a tank. The request records can be filtered by a specific timeframe, or users can use the search bar to locate a specific record.
Internal Users can only view the Delivery and Service Requests for customers they have permission to access.
- Reference Standard Permissions & Functionality by Role for information on User permissions relating to Client visibility.
Delivery Requests
To access Delivery Requests from the Energy page of the Team Hub, select the “Delivery Requests” tab.
Each Delivery Request logs the basic information necessary for completing the delivery, such as:
- Client
- Tank ID
- Product Requested
- Gal Requested
- Other tank information, as available from the ERP
Please note:
- Notifications for Delivery Requests are routed to the email address(es) listed in the ‘Energy Tank Delivery Notifications’ field for each location
- This can be found at the Admin > Locations pages. Emails may be added or removed from this section by any Admin at your organization.
- If no email address(s) is specified for each individual location, the notification will be sent to the email address(es) listed in the ‘Energy Tank Delivery Notifications’ section of the Backup Notifications page.
- This page is located at Admin > Backup Notifications.
- If a customer is assigned to all locations, the delivery request notification will be routed to the first location by alphabetical order.
Service Requests
To access Service Requests from the Energy page of the Team Hub, select the “Service Requests” tab.
Each Service Request logs the basic information necessary for completing the delivery, such as:
- Client
- Tank ID
- Comment as to the service needed
- Other tank information, as available from the ERP
Please note:
- Notifications for Service Requests are routed to the email address(es) listed in the ‘Energy Tank Service Notifications’ field for each location
- This can be found at the Admin > Locations pages. Emails may be added or removed from this section by any Admin at your organization.
- If no email address(es) is specified for each individual location, the notification will be sent to the email address(es) listed in the ‘Energy Tank Service Notifications’ section of the Backup Notifications page.
- This page is located at Admin > Backup Notifications.
- If a customer is assigned to all locations, the delivery request notification will be routed to the first location by alphabetical order.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.