Tank Track allows you to link a single contact to multiple properties, which makes it easier for you to manage multiple properties billed to, or otherwise associated with, a single designated contact.
To link an existing contact to a new property:
STEP 1: Use the SEARCH BAR to find the contact. You may search by contact name, address, phone number, or email address.
STEP 2: Click the + NEW PROPERTY BUTTON, which opens a Property column to enter the new property.
STEP 3: In the Property column —
— STEP 3A: Enter the property address.
Property Company | If the property is a business, enter the name of the business, such as "Starfleet Pizza #6501"; otherwise, leave blank. |
Address Line 1 | Enter the first address line. |
Address Line 2 | Enter the second address line, if required. |
City | Enter the city. |
State | Enter the state. |
Zip Code | Enter the zip code. |
Township | Enter the township, if desired. This field appears only if Property Options Settings is configured to display Township. |
County | Enter the county. In most cases, you may omit the county, which auto-populates once the property address is validated. |
CAUTION: Be careful not to enter ADDRESS LINE 1 in PROPERTY COMPANY: unless the property is a business, PROPERTY COMPANY should be blank.
— STEP 3B. Select the property type and headquarters.
Property Type | Select the property type. |
Property Headquarters | Select the property's assigned headquarters. This field appears only if your business has multiple headquarters in Account Info Settings. |
— STEP 3C: Enter the tank Information.
Tank Name | Enter a tank name for internal purposes. |
Tank Capacity | Enter the tank capacity; if the tank capacity is not known, consider entering 999. |
Tank Type | Select the tank type. |
Notes | Enter tank notes, if any. |
Depth | Enter the tank depth, if known. |
Tank Material | Enter the tank material, if known. |
Filter | Select whether the tank has a filter. This field appears only if Waste Option Settings is configured to include additional filter fields. |
Filter Type | Enter the filter type, if known. This field appears only if Waste Option Settings is configured to include additional filter fields. |
Hose Length | Enter the hose length, if known. |
Reachable from Driveway | Select whether the tank is reachable from the driveway. |
Riser | Select whether the tank has risers. |
Pump Frequency | Enter the tank's default pump frequency. |
TIP: Although you're not required to enter tank information details, we strongly recommend including, at a minimum, the following details:
the tank type;
the tank capacity; and
a tank name.
TIP: If the tank capacity is unknown, enter 999 in the tank capacity field. Here's why:
First, a tank capacity of 999 sends a signal to the field technicians that the tank capacity is unknown and that they should update the tank capacity in Tank Track.
Second, this reserves about 1,000 gallons of capacity in your truck. Tank Track alerts you when it anticipates your truck will be full. If the tank capacity field is blank or zero, the alerts will not be accurate.
FAQs
Q: Are field technicians able to update tank information details, such as tank capacity, while at the job site?
A: Yes, as long as field technicians possess editing privileges in Users Settings.
Q: What if the new property has multiple tanks?
A: You'll be able to add more tanks to the property once the new linked property is created.
Q: If we indicate that a tank has a default pump frequency of three years, can we use a shorter or longer frequency when creating the actual service due notices?
A: Yes, you are not required to use the default pump frequency when creating the actual service due notices.
— STEP 3D: Enter other information.
New Appointment Date | Leave blank: it's easier to create an appointment once the new linked contact and property is created. |
Time | Leave blank: it's easier to create an appointment once the new linked contact and property is created. |
Service Due Date | Leave blank: it's easier to create a service due notice once the new linked contact and property is created. |
Date of Last Service | Enter the date of last service, if known. |
Property Notes | Enter property notes. |
STEP 4: Save the new linked contact and property.
Click the SAVE CHANGES BUTTON in the bottom-right portion of the Property column.
Once saved, the new linked contact and property is displayed.
STEP 5: Validate the property address.
Validate the Property Address |
Click the VALIDATE BUTTON next to the property address. |
Click the USE CORRECTED BUTTON to use the validated property address. |
FAQs
Q: What is address validation?
A: The address validation process confirms whether an address is a valid USPS address.
Q: What should we do if an address does not validate?
A: If an address does not validate, we suggest conducting an Internet search to determine whether the address uses a different format, city, or county.
Q: We've tried everything, but we can't get an address to validate, even though we know it's accurate. What should we do?
A: If you're confident that an address is accurate, even though it won't validate, click the USE ORIGINAL BUTTON to use the address as entered. Our routing and mapping functions use Google Maps — not USPS — so your routing and mapping functions should continue to work.