Dispatch, tracker, quotes and records

Gas Solutions Plus team only

Internal

Team Dashboard

Open the Technician Portal → Back to the website Sign out of all tools
Internal use only. This page is a convenience gate, not bank-grade security — don't store anything truly secret here.

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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Today

What the office touches every day

Filed Submitted FormsEverything the techs have sent in from the field ScheduleEvery dispatched job, by day 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 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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