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Documentation

Customer Handover

The guide is to help you ensure a smooth handover and commissioning for your new Fuellox installation.

This guide is for resellers and installers.

We have found after 100+ site activations that a smooth handover results in a happy customer. In rare cases a rough handover leaves the customer with a fear that the system may not suit them. The customer experience at the start will set up the long term relationship.

Print this page to use it as a physical checklist

Installation

  • Ensure you follow the installation guide
  • Make sure that any additional components like EStop and Nozzle switches are wired up as per Fuellox instructions. This directions ensure the best performance and customer experience.

Device Config

Make sure the device config is applied prior to the first test. Open Device Manager, connect, adjust the config and save.

Calibration

Be sure to calibrate the Fuellox system. When you configure the unit start with the published pulse per litre for the meter supplied.

To calibrate with a jug on site, you can complete a dispense into the jug. Enter the actual volume and Fuellox will recalc the puls eper litre.

Preliminary Testing

The Fuellox unit must be tested and operational prior to commencement of the handover. Typically in the workshop or post installation.

Account Setup

Create the customer Fuellox Account, or have the Help Desk create it.

  • Create the Organisation
    • Set the paramaters for the Organisation
    • Projects
    • Note Fields
    • Enable QR Scan
    • Levels
    • etc
  • Create the Admin user who will use the equipment
    • Apply the relevant permissions to the Admin user
    • Or get the help desk to assist
  • Create Demo Equipment or have the help desk import the Standard Demo Fleet
  • Collect the customers Fleet Information using the Import Worksheet
    • Have the customer fill out the template
    • Send the template to the help desk
    • Allow 1-2 business days to get the data imported
  • Transfer the Fuellox Device to the Organisations account
    • Create the Tank and assign the Fuellox Device to the account
      • Where a level probe is to be used
        • Create the strapping table
        • Set the Warning and Reorder levels
        • Create the Notification for Email/SMS updates to the users
  • If Projects are to be used, create the first Project
  • If QR Codes are to be used, assign the QR Packs to the Organisation
  • Re test the system using the Org account and verify the first transaction is created on the cloud dashboard.

Site Testing

  • Run the Fuellox using the Organisation account prior to handover
  • This is your last moment to verify any config or settings that need adjustment

Handover

  • Open the Web Dashboard with the Admin and help them log in

  • Demo

    • Create New Equipment
      • Don’t forget to add the Compartment
      • Explain On Road vs Off Road and how that drives the tax reporting
      • Show where the reports are
      • Show the help desk support page
      • Show them the docs page and where to access
    • Demo the archiving of Equipment and Projects (set to inactive)
    • Add a Project if they are using that feature
    • Demo the tank levels explaining a lack of data
    • Users
      • Add App Users to the Account and send out the SMS
      • Set user permissions

  • App

    • Log them in to the app
    • Demo the menus and navigation
    • Demo the Equipment Management utility
      • Add QR Codes to Equipment
      • Verify which users will apply QR Codes and set their permissions accordingly
    • Demo the pump connect
    • Pay particular attention to the permissions and pairing requests
    • Refuel the first machines
    • Supervise the first few operators app install and first use
    • Demo close vs logout
      • Logout will mean they have to login again
      • Close means they don’t need to login again
    • Demo App Sync

  • Level

    • Set up the Level Calibration
    • Add the Strapping Table Nodes
    • Dip the tank, and record the level and mm height
    • Apply the calibration to actual
    • Sync the App
    • Dispense to record the latest Dip
    • Confirm the level calculation is within range

More on Level Setup

Level Setup Directions

Post Handover

What can we do better? Be sure to advise the Fuellox team what could go better next time. Arrange to remove any demo data, equipment, transactions, users etc

Follow up

Check in with the customer after 1-2 days to review anything that they may need to go over Reinforce they =should call if there is any problem