Customer & tank operations · Fuel & propane distribution
Get new customers gassed and running.
A new account stalls until the credit check clears, a tank is set, the leak check passes, and gas-on happens. One slipped handoff leaves the customer cold.
The reality
A new customer is a sequence of dependent steps.
The prospect signs up, but nothing happens until the credit check clears, the right tank size is assigned, an install crew is scheduled, the system passes its pressure test and leak check, and the account is activated for keep-full — and if any handoff stalls, the customer is cold and calling.
The operator owns customer and tank operations: it intakes the new account, runs setup, schedules the install or exchange, dispatches the crew with the work details, and activates the account so the first delivery and billing are ready to go.
How the operator runs customer & tank operations
New account · 9043
setting up- Application received
- Credit check cleared
- Tank size assigned — 500 gal
01Intake & set up
Takes the new customer, runs the credit check, assigns the tank size, and confirms the service address details.
Install · Account 9043
scheduling- Install crew assigned
- Work order sent
- Pressure test & leak check scheduled
02Schedule the install
Books the install crew, sequences it into the route, and sends the work order with the site and tank details.
Account 9043 · Activation
activating- Leak check passed
- Account set to keep-full
- First delivery scheduled
03Gas on & activate
Confirms the install passed, activates the account for keep-full, and queues the first delivery and billing.
The outcome
−55% of customer-ops work off the team
Customers set up and serviced without delay.
- New installs that don't stall between credit check and gas-on
- Service calls and exchanges scheduled and closed without follow-up
- Accounts activated for keep-full with the first delivery already queued
Common questions
Customer & tank operations
- What does the Customer & tank operations operator do?
- The operator owns customer and tank operations: it intakes the new account, runs setup, schedules the install or exchange, dispatches the crew with the work details, and activates the account so the first delivery and billing are ready to go.
- What impact does the Customer & tank operations operator have?
- −55% of customer-ops work off the team. Customers set up and serviced without delay.
- How does the Customer & tank operations operator work?
- Takes the new customer, runs the credit check, assigns the tank size, and confirms the service address details. Books the install crew, sequences it into the route, and sends the work order with the site and tank details. Confirms the install passed, activates the account for keep-full, and queues the first delivery and billing.
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