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Team Dashboard

Office Admin PortalSales, permitting, customers, deliveries, inventory, forms, prices & more ▾

Just in

Reports as the techs file them — newest first

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Sales

Work coming in, and what it is worth

Estimate RequestsEvery request and customer, by stage — who is on it and what closed Rough EstimatePrice a whole install line by line, from the price sheet Quote BuilderBuild a customer quote — print, PDF or email Price SheetThe prices every quote is built from Site Visual PlannerLay out a tank and run on the property

Sales team Who is offered on a request, and on who closed it

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Permitting

Everything that goes into the permit package

Permit Plans CreatorBuild the G-1 / G-2 plan set and the package for the building department Property Appraiser SearchLook up any Florida parcel — owner, folio, legal description Building Department SearchWhich city or county office takes the permit, and how Customer Document SubmittalsSend the documents-needed link and review what comes back Gas Load SheetBTU load and pipe sizing for the plans Regulators & Line SizingPick the regulator and size the run LP-Gas Service Reference GuideMEC guide — sizing tables, regulators, vaporization, leak testing Permit Forms (blank PDF)Every package sheet as a blank on letterhead — print and fill in by hand

Today

What the office touches every day

Filed Submitted FormsEverything the techs have sent in from the field ScheduleEvery dispatched job, by day Company Schedule BoardThe wall calendar — change it on your phone, every screen updates live Service RequestsWhat customers sent in — put a tech on it Assign Service CallsBook a job and put it on a technician Installation TrackerMove a stage — the customer’s link updates Technician PortalWhat the crew sees, and every tech’s queue

Customers

Everything on file for a property

Customer FileEvery report and visit, grouped by property Request DocumentsText a customer a link for their survey and photos Payment AuthorizationSigned permission to charge a card on a schedule Peace of Mind MembersWho is on the plan, and what is due Review RequestsEmail a customer and ask for a Google review

Deliveries

Drivers and what goes out on the truck

Driver DispatchBook a delivery and put it on a driver Driver QueueWhat the drivers see — their runs today Delivery TicketsSigned for on the phone at the drop

Inventory

What is on hand at each branch

Counts & Serial NumbersCount a yard, or find where a tank went Tank OrdersOrders from the Tanks & Supplies page — call and take payment Tank & Serial TrackerWhat each tank cost, sold for and made — own code Send a Cycle CountPick what to count and text it to a branch

Field forms

Filled in on site, filed automatically

Propane Site VisitStepped form — photos, signatures, filed on send Pre-Install WalkthroughSigned off with the customer before work starts Service ReportAfter a service call Annual Safety InspectionThe yearly member check Tank InspectionRough, backfill and final Job Photo LogPhotos by stage, and the closeout email

Compliance & reference

What we have to be able to prove

Cathodic TrackerBuried tanks — readings and what is overdue County RegistrationsWhere we can pull permits Field DocumentsForms and specs the crew carries Field ReferenceNumbers the techs look up on a driveway Who Can Sign InThe crew list and the codes Service CitiesTowns listed on the website’s Service Areas page — add or remove System CheckTest the database and find what is failing Field Reference PDFPrint for the truck — codes, clearances, stages Registration Form (PDF)Blank sheet to fill in by hand

Current prices

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