Features
Features of 
Windows
Simple? Easy to use? Yes. But hundreds and hundreds of fuel dealers from Nova Scotia to Alaska to New England know that the DRM system is loaded with features:
Account lookup
- Customers found with two or three keystrokes by:
- Billing or Site Name
- Site Address
- Site Phone Number
- Account Number
Customer Dashboard - Info at your fingertips
- Billing Name, Address and three phone numbers
- Site Name, Address and three phone numbers
- Map to customer's site one click away
- Multiple sites for each account
- Detailed delivery instructions that print on tickets
- Customer balances with 30, 60, 90 aging
- Date last charge
- Date last payment
- Date last burner cleaning
- Budget, pre-pay and fuel assistance balances
- Gallons needed today always shown
- Fuel gauge warns when customer needs a drop (red when below optimum drop)
- Click on the fuel gauge to see graph of fuel usage over two years
- Credit card expiration date shown (red after expiration)
- Customer type (Auto, Call, Service only)
- Customer type (Regular, budget, fuel assistance, pre-pay)
- Geographic delivery zone
- Discount rate
- Ticket printed
- Work order printed
- Unlimited number of detailed, dated notes
- Up to four scheduled fuels shown with next drops and usage factors
- Up to four scheduled burner services shown with dates due
Account management
- Budget management
- Intuitive Budget recalculation
- Budget-behind-by calculated on statement
- Fuel assistance management
- Fixed price and capped price
- Contract gallon management
- Automatic posting of service contracts
- Credit card processing on the fly through the software
- Automatic posting and approval of budget credit card payments
- 30, 60, 90 report in two clicks
- Daily invoicing if needed
- Reminder or marketing postcards created and printed
- Print an envelope or label with 1 click or keystroke
Fuel delivery management
- Up to four scheduled fuels per site
- Up to 10 taxes per fuel
- EPA compliant messages on tickets
- Ideal drop set by you not by the software
- Both Summer and Winter usage factors
- K-factor scheduling or….
- Degree day scheduling or….
- Calendar day scheduling or….
- Gallons per day scheduling
- Complete delivery history showing date, gallons, price and delivery factor
- Call tickets printed or saved on the fly
- Map to customer's site one click away
- Last 6 deliveries shown on ticket
- Attractive generic tickets can be used
- Ticket printed shown with date, gallons, price and printed by whom
- Gallons needed today always shown
- Multiple delivery routes allowed
- Individual credit checks one click away while building route
- Routes sorted by delivery zone
- Delivery list printed before tickets
Service Management
- Up to four scheduled burner services per site
- Days between set by you
- Last 6 dates shown
- Hugh area for service notes
- Tank serial numbers can be saved
- Contract type shown
- Map to customer's site one click away
- Call work-orders printed or saved on the fly
- Service info - Burner, boiler, filter, nozzle etc. printed on work-order
- Attractive generic work-orders can be used
- Work-orders can be printed on blank printer paper
- Multiple service van routes allowed
- Individual credit checks one click away while building route
- Routes sorted by geographic zone
- Route list printed before work-orders
- Software settings customizable by user
- User defined transaction types
- User defined taxes and rates
- User defined note categories
- Individual user passwords and permissions
Reports
- Customized reports created and saved by you
- Preview reports on screen before printing
- Save reports as Excel, Word, PDF documents
- Almost 50 standard reports including…..
- Aging (current, 30, 60, 90)
- Daily Invoices For Customers
- Degree Day Log
- Degree Day Totals By Date
- Delivery Totals By Site and Month
- Driver/Truck Productivity by day/week/month
- Fuel & Tax Summary
- GL Summary
- Invoice Summary Report
- Journal Entries By Batch
- K-Factor Kickout
- Note Detail
- Overdue Notices
- Transaction Detail By Site
- Transaction Finder
- Transaction totals - A/R Balances by Date
- Transaction totals - Account Balances by Date
- Upcoming AutoPost Transactions
- View Totals: Shows your company sales and credits by any range of dates