Account

Pathway:  Setup > Account > Account Request Type Account Request Type Setup allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account request...

Pathway:  Setup > Account > Appointment Type Appointment Type Setup is used to create a list of appointment types a user can select from when adding an appointment  for an account.  Field Descriptions Field ...

Pathway:  Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. Field Descriptions Field Description Att...

Pathway:  Setup > Account > Broker Group Broker Group Setup allows you to create and manage broker groups, which can be assigned to accounts categorized under the 'Broker' account class. Field Descriptions   Field De...

Pathway:  Setup > Account > Generator Type    Generator Type Setup   is used to establish classifications for the different categories of waste producers that a company services. Field Descriptions Field Description ...

Pathway:  Setup > Accounts > New Site Template  New Site Template Setup is used to help streamline the Add Site process with preconfigured field selections. This feature reduces the amount of manual entry, ensuring that the site setup pr...

Pathway:  Setup > Account > New  Account Template New Account Template Setup is used to help streamline the "Add Account" process with pre-configured field selections. This feature reduces the amount of manual entry, ensuring that the ac...

Pathway:  Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...

Pathway:  Setup > Account > Site Class Site Class Setup categorizes sites within an account and is primarily used in target pricing.  Field Descriptions Field Description Site Class ID Syst...

Pathway:  Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created (mandatory) or a new site is created (optional). Source identifies how an account originated ...

Pathway:  Setup > Account > Task Type Task Type Setup allows you to create and manage the task types available when adding a task to an account or site. Tasks can be created by a desktop user or by a driver in the NavuNav mobile app. ...