BookWorks Home Heat & Propane software predicts when every residential and commercial customer will need fuel, schedules deliveries automatically, and manages budget billing, keep-fill programs, and tank monitoring — so your drivers show up before the tank hits empty. Built to scale to tens of thousands of accounts across both residential and commercial operations.
Your customers don't call when they're low — they call when they're out. The difference between a profitable heating season and a crisis-management season is whether your software predicts demand accurately enough to get there first. BookWorks does exactly that.
A sudden three-day cold snap burns through customer tanks faster than any fixed delivery schedule predicts. Degree-day tracking adjusts automatically — triggering deliveries before the cold hits full force.
Will-call accounts are your highest run-out risk. BookWorks tracks their consumption patterns and ATG readings, and flags them for outreach before they're calling you from a cold house.
Monthly budget billing customers need careful tracking across a full heating season — balancing estimated payments against actual deliveries. BookWorks manages the reconciliation automatically at season end.
When every customer needs delivery at once, driver efficiency determines whether you get through the queue. BookWorks combines degree-day urgency scoring with route optimization to sequence deliveries correctly.
Every feature in the BookWorks Home Heat & Propane module was designed around how heating oil and propane operations actually work — from the first cold morning to the final season-end reconciliation. The platform scales to tens of thousands of residential and commercial customers on a single system, with the same degree-day forecasting, ATG monitoring, budget billing, and dispatch intelligence working for both.
BookWorks tracks heating degree days against each customer's historical consumption to predict exactly when their tank will reach the delivery threshold — before they call you.
For residential and commercial customers with electronic tank gauges, BookWorks pulls real-time level data directly into the dispatch queue — and automatically generates delivery orders when inventory drops below configured thresholds. ATG-driven automated ordering is one of the most powerful efficiency gains in the platform: the system captures the data, creates the order, and presents it to the dispatcher for approval — no manual tank-watching required.
BookWorks manages both automatic keep-fill accounts and will-call customers in a unified dispatch workflow — giving dispatchers full visibility into which accounts need attention before they reach critical levels.
Budget billing customers pay a fixed monthly amount across the heating season. BookWorks tracks estimated vs. actual throughout the season and handles season-end reconciliation — credits or balances due — automatically.
When the cold sets in and every customer needs fuel at once, route efficiency is the difference between a profitable run and an overtime disaster. BookWorks sequences deliveries by urgency, geography, and truck capacity.
MobileConnect is a full e-commerce platform built into BookWorks — accessible on any iPhone or Android device. Residential and commercial customers can create orders, view past orders, invoices, statements, payments, and drafts, and pay their balance with integrated CardPointe payment processing. QR codes on every invoice drive adoption without any sales effort.
BookWorks tracks every gallon of product across your entire asset chain — from bulk plant storage through each individual truck compartment. Accurate real-time inventory quantity and valuation at every asset gives your operation the visibility it needs to manage supply, reconcile deliveries, and prevent shrinkage.
Heating degree days (HDD) measure how cold a day is relative to the 65°F baseline — each degree below 65 is one HDD. BookWorks uses accumulated HDD against each customer's known consumption rate (K-factor) to predict exactly when their tank will reach your delivery threshold.
BookWorks pulls daily temperature data for your service area automatically — no manual entry. A recent fix ensures weather data loads reliably even when external feeds have interruptions.
Each customer has a unique K-factor based on their home size, heating system efficiency, and historical usage. BookWorks applies accumulated HDD to each K-factor individually — not a one-size average.
When a customer's predicted tank level approaches your configured delivery threshold, they're automatically added to the scheduling queue — with their urgency level visible to your dispatcher.
The Schedule Deliveries button on the main menu — a recent addition — opens the full prioritized queue. Dispatchers assign routes, confirm truck loads, and push orders to MobileConnect in minutes.
Heating customers want predictability. Budget billing, prebuy programs, and price-cap contracts are competitive differentiators — BookWorks handles all of them, including the season-end reconciliation that makes or breaks customer retention.
Fixed monthly payments across the season with automated true-up at season end. Credits or balances applied automatically.
Customer pays in advance for a locked volume at a locked price. BookWorks tracks drawdown against the prepaid balance with every delivery.
Customer pays a fee for a ceiling price guarantee. BookWorks bills at market if below cap, at cap if above — automatically.
Cash-on-delivery and will-call accounts are managed alongside automatic accounts — with credit limit enforcement and payment tracking.
Manage spot purchases with controlled pricing and pricing caps — and the ability to sell product off an existing supplier contract. BookWorks tracks spot buy pricing against your contract positions so every gallon is priced correctly regardless of how it was sourced.
Hedge reporting gives you the data you need to actively manage your supplier contract purchase requirements — tracking volumes committed, volumes delivered, and remaining obligations across your supply contracts so you're never caught short or long at contract settlement.
Customers always know exactly where they stand with their contracts. Prebuy drawdown, price cap status, budget billing balance, and payment history are visible on every statement — reducing customer service calls and building retention through billing transparency.
For customers with automatic tank gauges, BookWorks pulls real-time level readings directly into your dispatch workflow — eliminating the guesswork that leads to run-outs and combining ATG data with degree-day forecasting for unmatched delivery accuracy.
BookWorks connects to Insite360, PDS ATG, iTank, and other monitoring systems. The last ATG date and volume now appear directly in Delivery Works tank notes for dispatcher visibility.
A new distinction between tank Readings (total volume at location, like an ATG ping) and Adjustments (shifting quantity by amount) keeps your inventory audit trail clean and accurate.
Improved handling of manifolded tank readings — where multiple tanks share a gauge — prevents the data import errors that caused phantom inventory discrepancies in prior versions.
When any monitored tank drops below the configured critical threshold, the dispatcher is alerted immediately — with the account automatically escalated in the delivery queue.
MobileConnect is a full e-commerce platform built into BookWorks — accessible on any iPhone or Android device. Residential and commercial customers can create orders, view past orders, invoices, statements, payments, and drafts, and make payments with integrated CardPointe payment processing. QR codes printed on every invoice drive adoption without any sales effort.
Order Creation — residential and commercial customers place orders directly from their iPhone or Android. No phone call, no back-office involvement required.
Full account visibility — past orders, invoices, statements, payments, and drafts all visible in one place, on any device.
CardPointe payment processing — customers pay invoices or budget billing from the portal. Secure processing, instant AR update in BookWorks.
Tank level and next delivery estimate — customers see their tank status and predicted delivery date, reducing inbound calls dramatically.
Progressive Web App (PWA) — installs from any browser in seconds. No app store, no IT deployment. Works on any iPhone or Android.
QR code on every invoice — scan to instantly open their account portal. Drives adoption without any outreach effort.
Daily HDD data updates automatically. BookWorks calculates each customer's predicted tank level against their K-factor.
For ATG-equipped sites, BookWorks captures live tank data and automatically generates delivery orders when levels drop below threshold — presented to the dispatcher for approval. For non-ATG accounts, degree-day forecasting queues deliveries with urgency scoring.
Dispatcher sequences the queue into efficient routes by urgency and geography, confirms truck loads, and pushes to MobileConnect.
Driver completes delivery on MobileConnect. Final gallons recorded, tank level updated, electronic delivery ticket captured.
Invoice generates automatically with QR code for portal access. Budget billing customers see the delivery applied to their season balance.
MobileConnect is BookWorks' driver-facing app for real-time delivery management. Recently upgraded to a full Progressive Web Application — drivers install it once and work from any device, online or offline.
We'll walk you through a live demo of BookWorks Home Heating built around your territory — your tank count, your billing programs, your heating season. No run-outs, no surprises, no generic slide decks.
Or email info@keyinfotech.com · Birmingham, MI 48009
Also exploring other BookWorks modules?