Frequently Asked Questions
Frequently Asked Questions
Answers to common TankSpotter setup, login, scheduling, import, and mobile app questions.
TankSpotter Help Center
32 Most Common Questions
32 of 32 questions
Setup & Login
Your username and password are the same for the web application and smartphone app. Log in at www.tankspotter.com and click Login at the top-right.
Company Admin and Manager roles can add users in the web app:
Users > Manage Team > Add User
Choose role, complete user info, and click Add User. The new user receives an email with download links and login credentials.
Go to www.tankspotter.com and click Login on the upper-right.
Log in to the web app.
Hover over your name and click Profile.
Update your password and click Update User.
Go to www.tankspotter.com, click Login, then click Forgot Password. You will receive a reset link by email.
In the web app, go to Customer's Rating > List Rating.
Guide: 5-Star Rater Training Guide
Training videos are available in both app and web dashboard under TRAINING/COLLATERAL > TANKSPOTTER TRAINING.
Log in and click Users (left pane).
Click Customers.
Add new customers or View/Edit/Delete existing records.
Log in to the web application.
Click Invoicer from left pane.
Click Parts to view and edit.
Yes.
Go to Settings.
Select Taxes, Discounts, or Fees.
Use Edit/New/Delete options.
Go to Settings.
Click Account Settings.
Edit company name, phone, and address, then click Save.
Training documentation: Click here
Follow the illustrated instructions here: Sales Lead to Our Tank guide.
Google Chrome is recommended for stability, compatibility, and frequent updates.
Use this quick guide: Add/Edit fuel types and pricing.
Scheduling
You can schedule using web app or mobile app.
Web: Calendar (left pane), click date, complete form, Save.
Mobile: Estimator > Calendar > date, choose Estimate, complete form, Create Job.
Yes, on both web and mobile.
Web: Calendar, choose date, complete form, Save.
Mobile: Calendar, tap date, choose Leads, complete form, Create Job.
Import
Log in to the web app.
Go to Tank Finder > Tank Sales Leads / Uploaded Sales Leads.
Click Export Excel.
Choose save location and click Save.
Yes. In web app, click your name > Company Settings > Import Parts Excel > Choose File > Import.
Use Download Sample to follow the required parts format.
Yes. In web app, click your name > Company Settings > Import Customers Excel > Choose File > Import.
Use Download Sample to follow the required template format.
Use this document for importing customers or adding one-by-one: Import customers guide.
Use this quick guide: Batch fuel price update guide.
Use this guide: New account data sheet instructions.
Yes. Use this formatting guide: Sales Lead Excel format guide.
Yes. You can upload XLS, Excel, or CSV formats.
Click your name in web app.
Go to Company Settings.
Use either import for Sales Leads CSV or Sales Leads Excel.
Choose file and click Import.
Use Download Sample to follow the expected lead format.
Mobile App
TankSpotter Safety app is available on both Android and iOS.
Save and Send saves the form to your phone and sends it to the office.
Send as Email emails the form to your manager, and also saves/sends a copy to the office.
TankSpotter recommends Android or iOS smartphones with their own phone number and direct cellular connectivity. Wi-Fi-only tablet usage is not recommended due to GPS and navigation reliability limitations.
Open Apple Mail and ensure it is active/configured. Re-enter app password if needed so iOS can authenticate and send mail correctly.
If camera permission was previously denied, enable it using this guide: Camera permission fix steps.
Follow this guide: Android auto-update instructions.
Follow this guide: iOS auto-update instructions.
Use this quick guide: Safety check forms and history guide.
Still Need Help?
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