Basic Navigation

Logout    

Logs you out of the Navusoft system.

Locale    

Changes the location settings for all displays.

User Profile    

Allows for the editing of the following user information:

• Contact information (phone only)

• Upload a profile image that displays with your name in Navu Chat

• Change your Default Homepage

• Upload a signature image that can be used for signing quotes/contracts/proposals.

Join Screen Share Session /     Generate Screen Share Code    

Option to share your screen with other users including driver apps. This does not include an audio connection.

Share your screen:

1. Select Generate Screen Share Code.
2. Share code with other user(s).

Join a screen share session:

1. Select Join Screen Share Session
2. Enter the session code you received from the host when prompted.

Screen share will only share screens within the Navusoft application. Navigating to anything outside of Navusoft is not shared. Details on this process are available here: Screen Share: Create or Join a Screen Share Session

About Navusoft    

Displays the build version your system is operating on.

Icons Displayed on Left

Account Request    

Select the Account Request icon to view recent customer request activity such as a request for additional pickup or call back.

Displays total count of all customer requests assigned to the user.

Tasks    

Select the Tasks icon to review tasks you have created or another user has assigned to you.

When a task is marked as complete the user who created the task will receive a popup notification with the information of who completed the task and the date and time.

Notification displays a total count of the logged in user's open tasks.

Appointments    

Select the Appointments icon to view current and upcoming appointments. Related articles to appointments can be viewed here: Add Appointment

Notification displays the number of appointments a user has scheduled.

Cancellations    

Select the Cancellations icon to view customers who are cancelling their accounts.

Notification displays the total count of customer cancellations.

Alert History    

Select the Alert History icon to view any pop-up alerts that were previously snoozed. Additional details related to Alert History can be reviewed here: Send Alert Notification

Notification displays the total count of alerts that have been snoozed.

Recent Activity    

Select the Recent Activity icon to view a time stamped history of your user account. This includes customer accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account.

Select the activity, such as the account name to access the location again.

Does not display a notification.

Icons Displayed on Right

Navu Requests    

Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view a history of archived tickets.

There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.

• General users can create ticket requests but can only submit them to their internal Navu Request Administrator for review and final submission to Navusoft.

  • This level of users can only see the tickets they have created. 

• Navu Request Administrators can create tickets, review general users ticket requests and submit ticket requests to Navusoft.

  • This level of users can see all ticket requests from all users.

Navu Request Administrators

• Displays a total count of open tickets for all users.

General Users

• Displays a total count of open tickets for the individual user.

Unread     Documentation    

Select the Unread Documentation icon to access the Navusoft Knowledge Base and Release Notes.

All documentation reflects the most recent version of the Navusoft system.

Notification indicates documentation is available and a total count of documentation the user has not reviewed.

Context Help    

Select the Context Help icon to view documentation related to the page you are viewing.

Does not display a notification.

Home    

The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options: Dashboard, Recent Activity and Sales.

Right-click on the Home module to temporarily change the homepage view to one of the other options. To permanently change your homepage, go to your User Profile in your User Account.

Accounts    

The Accounts module contains tools related to creating and servicing customer accounts.

Sales    

The Sales module contains tools to track and manage contracts and leads.

Operations    

The Operations module contains tools needed for daily dispatch operations such as assigning routes, creating work orders, and other day-to-day operations.

Accounting    

The Accounting module contains tools needed for billing, managing accounts receivable, payment setup and other accounting/financing tasks.

Reports    

Includes all core and customizable reports.

Dashboard    

The Dashboard module provides a quick diagnostic in areas such as Accounts Receivable, Revenue, Growth and Productivity.

Setup    

The Setup module controls the setup for the modules and their tools based on customer preference.

Database    

The Database module contains tools that use database access to perform a task. Permissions to this module should be restricted.