BookWorks Ongoing Support

Call as many
times as you need.
A real USA-based
person answers.

Unlimited phone and email support is baked into your monthly BookWorks fee โ€” not a per-incident charge, not a tiered plan. The people who answer have often worked at fuel wholesalers themselves. They don't need you to explain what a BOL is.

Unlimited calls & emails โ€” included in monthly feeNo tickets, no bots, no hold queuesUSA-based petroleum people on the other end
BookWorks Support โ€” TodayLive
D
Diane โ€” Support Specialist
BookWorks Support ยท Key Information Technologies
On call
Valley Fuel โ€” AR Manager, 3rd call this week"Our PA DMF-26 report isn't matching what we filed last quarter โ€” I think the freight exemption setup changed when we updated?"
Support Queue
No queue โ€” calls answered directly
Average wait: immediate
Resolved Today
MW
Markham Enterprises
Month-end GL close โ€” recurring journal entry
9:14am
Resolved โœ“
CS
Cash & Sons LP Gas
ATG degree-day threshold for cold snap
10:02am
Resolved โœ“
KP
Kiesel Company
MobileConnect BOL number on driver screen
11:30am
Resolved โœ“
โˆž
Calls and emails โ€”
included in monthly fee
0
Tickets, bots, or hold
queues to navigate
30+
Years of petroleum
industry knowledge
1st
Call โ€” a real USA-based
person who gets it
What's Included

Support is not
an add-on. It's
part of the deal.

When you pay your BookWorks monthly fee, unlimited support is baked in. There is no support tier. There is no per-call charge. There is no "you've used your allocated support hours." You call or email as much as you need to, and someone helps you.

โœ“
Unlimited phone support, Mondayโ€“FridayCall as many times as you need. A live person picks up โ€” no ticket number, no call-back queue.
โœ“
Unlimited email supportEmail sales@keyinfotech.com any time. Case number for tracking โ€” not a barrier to getting help.
โœ“
Remote desktop / screen shareWhen easier to solve by looking at your screen, support connects via remote desktop and works through it with you directly.
โœ“
Software updates โ€” new releases includedBookWorks updates are part of your monthly fee. New state tax filings, new integrations, workflow improvements โ€” you get them automatically.
โœ“
Your support history stays with your accountThe team knows your history and configuration. That context informs how they help you โ€” not how they bill you.
The difference in practice

What you've probably
experienced elsewhere.

If you're coming from PDI or another large ERP vendor, you already know what enterprise support feels like. The contrast is stark โ€” and it's one of the most common things our customers mention when they switch.

โš  Large ERP / PDI Support
Submit a ticket and wait for an initial response window
Triaged by a bot or Level 1 agent reading from a script
Re-explain your operation on every new call
Support hours charged against your contract allotment
Major updates often require paid upgrades or migration work
โœ“ BookWorks / Key Information Technologies
Call or email โ€” a petroleum-knowledgeable person answers
No ticket queue to navigate before a human responds
Your account history is visible โ€” no re-explaining your setup
Unlimited โ€” call as much as you need, it's in your monthly fee
Software updates delivered as part of your monthly fee
The Team Behind the Phone

They've sat in
your chair. They get it.

The BookWorks support team isn't a generic software helpdesk. In many cases, the people who answer your call have worked at fuel wholesalers themselves โ€” in accounting, in operations, in dispatch. When you call about a month-end close question or a degree-day scheduling issue, you're talking to someone who has lived it.

What petroleum background means in practice

No explaining
what a BOL is.
No explaining
what a K-factor does.

When someone on the other end of the phone has worked in petroleum accounting or operations, the entire conversation is different. You skip the foundational explanation and go straight to the actual problem. You get the right answer faster โ€” and you trust it more.

Billing question
"Our PA environmental fee isn't calculating right on off-road diesel deliveries to our one exempt customer."
Support understands the PA environmental fee structure and off-road exemption โ€” no re-explaining what "off-road" means. Resolved in minutes.
Dispatch question
"Our degree-day queue isn't prioritizing ATG-monitored accounts the way I'd expect after last night's cold snap."
Support knows how K-factor scheduling interacts with ATG readings in Delivery Works, walks through configuration adjustment in real time.
Month-end question
"My GL inventory account isn't reconciling with my fuel inventory report and I need to close by tomorrow."
Support knows the close sequence, shares your screen, finds the discrepancy โ€” no ticket, no callback window.
Industry knowledge the support team brings to every call
โ›ฝ
Fuel wholesale operations

Terminal pickups, BOL processing, supplier invoicing, rack pricing, DTN automation, freight structures, and the daily rhythm of a wholesale fuel operation.

๐Ÿ“Š
Petroleum accounting

How fuel inventory hits the GL, how AP and AR interact with the fuel supply chain, multi-state tax basis, NACHA drafting, and the month-end close sequence.

๐Ÿ”ฅ
Home Heat & Propane

Degree-day scheduling, K-factor behavior, ATG tank monitoring, heating season surge planning, budget billing reconciliation, and keep-fill urgency.

๐Ÿ—บ๏ธ
Dispatching & Delivery Works

How Delivery Works prioritizes the queue, truck compartment loading, MobileConnect delivery confirmations, and how to handle a missed stop.

๐Ÿ—บ๏ธ
Multi-state tax compliance

Which states are supported, how state tax reports are generated, how to handle a rate change, and how tax deferrals and exemption schedules work.

๐Ÿ“ฑ
MobileConnect & integrations

Driver app issues, CardPointe payment questions, DTN automation troubleshooting, ATG system connectivity, BizSpeed, FleetPanda, RowLogic, Corpay (Fleetcor), and every third-party integration.

How to Reach Support

Two ways in.
No obstacles.

Phone or email โ€” that's it. No portal to log into, no form to submit, no bot to navigate. During business hours, you call or you email. Someone helps you.

๐Ÿ“ž
Phone โ€” for anything time-sensitive
888.539.4630 ย ยทย  248.859.5513

Call for month-end close questions, dispatch issues, tax report problems, or anything where you need an answer right now. A support team member picks up.

โœ‰๏ธ
Email โ€” for questions that can wait a reply

Email for configuration questions, report requests, or how-to questions. You'll get a reply with a case number and a real answer, not a canned response.

๐Ÿ•
Support hours: Mondayโ€“Friday, standard business hours. For urgent issues outside hours, email sales@keyinfotech.com with "URGENT" in the subject line.
When you call BookWorks support
1
You call 888.539.4630

During business hours, a support team member answers. Not an IVR tree, not voicemail-first.

2
You describe your issue โ€” once

Support looks up your account, sees your configuration and history, starts working on your question. No re-explaining, no transferring.

3
Screen share if needed

If easier to answer by seeing your screen, support connects via remote desktop and works through it directly in your BookWorks environment.

4
Issue resolved โ€” or escalated with full context

Most questions resolved on first call. If a software defect is involved, it's escalated to development with full context โ€” you don't re-explain it.

5
No charge. No ticket closed against your plan.

The call ends. Your monthly fee covers it. That's what "unlimited" means.

What you will NOT encounter
"Please submit a ticket and allow 2โ€“3 business days"
A bot asking you to describe your issue before routing you
"You've used your support allocation โ€” additional incidents are billed at $X/hour"
A Level 1 agent who needs you to explain what a fuel terminal is
Support Coverage

Every module.
Every question.
Every time.

BookWorks support covers the entire platform โ€” not just the modules you happen to have used most recently. If it's in BookWorks, the support team can help with it.

โ›ฝ
Fuel Wholesale
Orders, BOLs, and shipment processing
DTN automation โ€” pricing, invoices, EFTs, BOLs
Supplier invoice matching and reconciliation
Consignment readings and billing
Freight charge configuration and exceptions
Pulse BOL automation troubleshooting
๐Ÿ“Š
Petroleum Accounting
AR โ€” invoicing, drafting, collections, statements
AP โ€” check runs, NACHA files, EFT batches
GL โ€” journal entries, month-end close, financial reports
Net margin reports and rebate calculations
1099 preparation and filing support
Crystal Reports and custom report questions
๐Ÿ—บ๏ธ
Multi-State Tax
State motor fuel tax report generation
New state tax filing setup (32+ states)
Rate change updates and verification
Exemption schedule configuration
Tax deferral and basis questions
Electronic filing format troubleshooting
๐Ÿ”ฅ
Home Heat & Propane & Dispatching
Degree-day scheduling and K-factor adjustments
ATG monitoring and alert configuration
Budget billing setup and season reconciliation
Delivery Works queue and route questions
Keep-fill vs. will-call account management
Cold snap response and surge scheduling
๐Ÿ“ฑ
MobileConnect & Integrations
MobileConnect driver app โ€” PWA install, delivery workflow
Customer portal and field sales ordering questions
CardPointe payment processing issues
BizSpeed, FleetPanda, RowLogic, Corpay (Fleetcor), and e-fueling truck integrations
API log review for third-party troubleshooting
ATG system connectivity and data feeds
๐Ÿ’ณ
CardLock & Warehouse
CFN, WEX, Pac Pride, Voyager, Fuelman, Intevacon transaction import
Fleetcor Card import and fleet billing
Fleet AR questions and unified billing
Lubes inventory, blending, and buyback programs
VMI and consignment tracking
Dead stock reporting and inventory reconciliation
"When I call Key, I talk to someone who actually understands petroleum accounting. They know what I'm asking before I finish explaining it. That's not something you get from a big ERP vendor."
โ€” Patti Sutherlin, The Kiesel Company ย ยทย  BookWorks customer
Already a BookWorks Customer?

The number is
on your screen.
Just call.

You don't need to read a support page to get help. But if you're evaluating BookWorks and support quality is part of your decision โ€” it should be โ€” the best way to experience it is to call us with a real question before you sign anything.

๐Ÿ“ง sales@keyinfotech.com โ€” BookWorks Support
๐Ÿ“ง sales@keyinfotech.com โ€” General Inquiries
๐Ÿ“ 1000 S. Old Woodward Ave, Suite 102, Birmingham, MI 48009

Get in Touch
Existing customer, prospective customer, or just a question โ€” we'll respond the same way.

For urgent issues, call 888.539.4630 directly.