Cargas Energy

Field-to-office platform for fuel and HVAC routing, jobs, billing, and analytics
4.4 
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19 votes
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Start your morning in the operations hub: orders land from your CRM, a live map shows crews and vehicles, and Optimize builds the lowest-cost schedule in minutes. Set delivery windows, skills, tank priority, and SLA rules; the planner assigns the right person to the right stop and sequences routes to cut miles and overtime. Time entries roll in automatically as techs clock in on mobile. Compliance checks flag expired certifications before anyone is dispatched. When plans change, drag-and-drop to reshuffle work; customers get automatic ETA texts, and supervisors see instant status with customer feedback—no phone tag.

On the road, a tech accepts the job, reviews site notes and service history, and confirms required parts against current stock. Navigation follows the optimized route. If coverage drops, the app keeps working—forms, photos, meter readings, and notes are stored securely and sync when the device reconnects. At the stop, the tech logs start and finish, records materials, scans barcodes, and attaches before-and-after photos. A secure signature pad captures proof of delivery or service authorization. If billable, the tech generates an invoice on the spot with contract rates and taxes applied, collects payment, and emails a receipt. Unused items return to inventory with a tap; shortages trigger replenishment. Feedback from the visit flows back to the office for quality tracking. more

Review Summary

Features

  • Instant status reporting with customer feedback
  • Route optimization
  • Real-time workforce tracking
  • Job scheduling and dispatch
  • Secure digital signatures
  • Inventory and parts management
  • Billing and invoicing
  • Offline data capture and sync
  • Workforce analytics
  • Compliance and policy management
  • Attendance and time tracking
  • Claims and warranty management
  • Document and file management
  • Integrations with Sage Intacct and Microsoft Dynamics

How It’s Used

  • Plan daily oil or propane delivery routes by priority and SLAs.
  • Assign HVAC installs and maintenance visits by skills and availability.
  • Track crews and vehicles live and auto-notify customers with ETAs.
  • Capture proof of delivery or service with signatures and photos.
  • Create and email invoices from the field and process payments.
  • Reconcile inventory usage and trigger reorders on shortages.
  • Work offline in rural areas and sync jobs and reports when online.
  • Analyze technician productivity and route profitability.
  • Manage safety compliance, certifications, and policy acknowledgments.
  • Record attendance and mobile time for payroll.
  • Handle warranty and insurance claims with supporting documents.
  • Store and retrieve work orders, permits, and service history.
  • Post transactions to Sage Intacct or Microsoft Dynamics with correct GL coding.
  • Build custom dashboards and export operational data to BI tools.
  • Collect customer feedback at job close and share instant status updates.

Plans & Pricing

Cargas Energy

Custom

Fuel Delivery
Customer Service
HVAC Service
Cylinder Exchange
Wholesale Fuel Delivery
Reporting

Comments

4.4
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