Brochure
Vertrax Energy: From Refinery to Residence
Unified ERP and delivery logistics for multi-fuel distributors: financials, pricing, dispatch, delivery, and service on a modern, extensible, and intuitive cloud platform.
The office and the truck, one database
Most distributors run the back office on one system and dispatch on another, with the driver's paperwork landing on a desk at day's end. Vertrax Energy replaces that estate with one platform, from terminal lift to tank and back to the ledger.
It covers the whole chain: refinery supply, terminal rack lift, bulk plant storage, and transport bulk drops upstream, then bobtail last-mile delivery to commercial, industrial, residential, and agricultural customers.
Deliveries write back to the order, and the order posts to the ledger.
Reconcile against orders instead of investigating spreadsheets.
One vendor, one database, one number to call when it matters.
Built for every role in a fuel distributorship
Growth, margin, and risk on one screen. Multi-entity consolidation.
Real-time cost and margin, faster close, audit-ready reporting.
AP automation, bank feeds, and same-day invoicing.
Quotes, contract pricing, and win/loss tracking.
One dashboard: locations, tanks, pricing, and balances.
Shift planning, optimized routing, and tank telemetry.
The whole shift on the device: tickets, BOL capture, signatures.
No servers to run. Low-code changes and open APIs.
Any fuel. Any way you deliver it.
Vertrax Energy is built for distributors who are not a single-fuel, single-channel business. One platform carries every product you sell, every way you get it to the customer, and every segment you serve, concurrently and not one at a time.
Products
Flexible units of measure carry through purchasing, selling, and inventory, with automatic conversions across imperial and metric, and variable-weight items handled without manual recalculation.
Eight ways to deliver it
Customer calls when they need it.
Monitor threshold or forecast.
Winter, summer, or custom.
Nurse tank, billed per customer.
Many assets, one ticket.
Cards by driver and vehicle.
Swaps on the driver's device.
Drops with BOL tracking.
Industries you serve
One record, from quote to cash
Financials, inventory, accounts, and orders are not integrated to Vertrax Energy. They are Vertrax Energy. Entered once, visible everywhere, never keyed twice.
One dashboard gives service staff everything about an account: locations, tanks and capacity, delivery type, pricing, balances, open invoices, orders, equipment, appliances, and inspections. Property access, gate codes, and site contacts travel with the location to the driver's device.
Create an order from the customer location in a click, with the default product, freight, and fuel surcharge applied automatically. Credit holds route to whoever can release them. Once delivered, the order carries actual gallons, meter readings, truck, driver, and bill of lading, ready to reconcile and invoice the same day.
Inventory reflects every location: terminals, bulk plants, and truck-level warehouses showing what actually left the yard. Landed cost folds freight, duty, tariffs, and fees into product cost, so cost-plus starts from the real number. Customer-owned inventory covers haul-only work where you never take title.
General ledger, payables, receivables, cash management, bank feeds, multicurrency, fixed assets, and payroll run on the same record as every delivery and invoice, with intercompany and multi-entity support across branches and companies. Deferred and recurring revenue cover contracts and service plans.
From the dispatch board to the customer's tank
Dispatch, routing, driver mobility, tank telemetry, and proof of delivery are part of Vertrax Energy: one platform, one database, one login. The Smartdrops delivery engine powers them from inside the product.
Plan shifts, loads, and stops on one board. The routing engine accounts for load count, start and end locations, and HazMat road restrictions so a shift completes correctly. Same-day route edits handle the exceptions that define an actual operating day, and dashboards report deliveries, gallons, and driver productivity.
The whole shift on the device: turn-by-turn directions, site access notes before arrival, pump and meter control, bill of lading capture, digital tickets, and a signature at the curb. Cylinder swaps and fleet fills are captured the same way.
Oil, propane, and other equipment services with technician scheduling, appointments, and live status back to the office. A self-service portal gives customers usage history, deliveries, invoices, budget plans, payments, and service requests around the clock.
“Vertrax Energy is a full inside/outside — office to truck — solution that allows entire organizations to become more efficient.”
Jason G., VP of OperationsSee every dollar of margin, in real time
Margins vary across the business, tighter on supply and healthier downstream, but they are won the same way: control landed cost, price deliberately, and quote fast enough to win the work. Vertrax Energy puts all three in finance's hands, with cost arriving automatically and revised pricing reaching the field the moment the market moves.
How a price gets set
- Cost in
- Rack feeds (DTN, OPIS, Axxis), landed cost, and weighted average cost.
- Base rate
- Cost-plus, calculated from imported cost.
- Modify the base rate
- Price adjustments, plus and discount codes, and price codes.
- Override it entirely
- Customer price class, vendor purchase point, and capped or volume price plans.
- Apply by context
- Multi-product pricing, break quantity, and warehouse or bulk plant.
- Pushed out
- Intraday to the field, with automated price change notices and freight and fuel surcharges applied to the order.
Priced at 8am. Delivered at 2pm.
- 8:00amPrice set
- 11:00amRack jumps
- 11:05amNew price pushed to the field
- 2:00pmDelivered at the new rate
On a legacy system the afternoon ships at the morning's cost. That margin is simply gone.
Built to last, and built to grow
Vertrax Energy is cloud-native on AWS, not a hosted on-premises product. There are no servers to maintain and no upgrade weekend, and you change a screen, add a field, or alter an approval yourself with low-code tools.
The platform has three layers. Connected applications (rack price feeds, tank telemetry, fleet telematics, card and ACH payments, and business intelligence) and field and customer apps (driver and technician mobile apps, customer self-service portal, and card lock terminals) connect to Vertrax Energy's fuel and delivery capabilities and core ERP. Those run on the Acumatica cloud platform, with open REST APIs, low-code and no-code tools, business events, import scenarios, role-based security, and a mobile framework, on Amazon Web Services in a multi-tenant cloud.
What is included
Financials
- General Ledger
- Accounts Payable
- AP Automation
- Accounts Receivable
- Cash Management
- Bank Feeds
- Fixed Assets
- Payroll & HR
- Tax Management
- Multiple Currencies
- Deferred Revenue
- Recurring Revenue
- Time & Expense
- Multi-Entity / Intercompany
Operations
- Customer Locations
- Sales Orders
- Delivery Tickets
- Inventory Management
- Truck Warehouses
- Purchasing
- Landed Cost
- Customer-Owned Inventory
- Card Lock Billing
- Flexible Units of Measure
- Equipment & Inspections
- Imported History
- Win / Loss Tracking
- Document Management
Pricing & Margin
- Rack Feed Imports
- Cost-Plus Pricing
- Price Codes & Classes
- Purchase Point Pricing
- Capped Price Plans
- Volume Price Plans
- Multi-Product Pricing
- Break Quantities
- Warehouse Pricing
- Surcharge Automation
- Price Change Notification
- Budget Billing
- Credit Holds
- Margin Reporting
Delivery, Service & CRM
- Optimized Routing
- Live Dispatch
- Shift Planning
- Driver Mobile App
- Technician Mobile App
- Tank Monitoring
- Fleet Telematics
- Proof of Delivery
- Field Service
- CRM & Account Management
- Customer Portal
- Automated Alerts
- Dashboards & Reports
More than software
A platform is only as good as the people who put it in and keep it running. With Vertrax, both come from the fuel industry.
Dedicated project managers and engineers guide you from kickoff and timeline review through data migration, configuration, and go-live. Up to two years of transaction history comes across as historical record. Cutover is phased so the business keeps running, and the team has moved distributors off legacy and sunsetting platforms before.
Role-based training for everyone who touches the system (back office, customer service, accounting, dispatch, drivers, and technicians), because a driver and a controller need entirely different things from the same platform. Train-the-trainer, documentation, and floor support through go-live and the first close.
One number for the ERP, the dispatch board, and the mobile app. One vendor accountable for all of it, rather than three pointing at each other. A predictable annual release path, and a roadmap shaped by what distributors actually ask for.
Trusted by fuel distributors
About Vertrax
Founded on Acumatica's platform, Vertrax was acquired in 2026 by Acumatica, a recognized ERP market leader delivering innovative, AI-enabled business management solutions to more than 10,000 businesses worldwide with the industry's highest customer satisfaction scores.
See it on your own terms.
Schedule a demo to see Vertrax Energy run your fuels, your delivery models, and your pricing, or estimate what one platform is worth to your business.