Pathway: Setup > Services > Line Of Business
Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific areas of waste management (Roll-off, Residential, Commercial, Medical and etc.). This screen displays in two grids: upper grid and lower grid. The upper grid shows all active and inactive lines of business. Values in the lower grid display when a line of business is selected from the upper grid.
Helpful Tip: To search all text using CTRL-F, you must first click on the Expand All Sections button.
Permissions
The following permissions are required to view, add and edit in the Line of Business Setup screen:
| Permission ID | Permission Name |
120 | Setup \ System and Security |
Upper Grid - Add or Update a Line of Business
The following section provides information on the tabs that are displayed when adding a line of business. To edit a line of business, double-click the row corresponding to the line you want to modify.
Tab: Settings
The Settings tab displays in both the Add and Edit Line of Business popup editors.
Field Descriptions
| Fields | Descriptions |
| LOB ID | The identification for the Line Of Business. |
| Name | The name of the Line Of Business. |
| Active | The active status of the Line Of Business. |
| Screen Type | Select option 1 (this is currently the only option). |
| GL Segment | Enter the GL Segment number to identify and track revenue streaming from a specific line of business. More information about GL Segmentation Setup and Tracking can be found here: GL Segmentation Setup and GL Transaction Processing. |
| Unearned Revenue GL Account | Specifies the GL Account where all unearned revenue for the line of business will be tracked. |
| Work Order Minimum Charge Code | Charge Code that is applied to the work order if the work order minimum has not been met. Example: In the example below, the service charged for is $15 less than the minimum required amount. In this scenario, a charge code would be added to the work order for the difference and the account would be billed $50 ($35 + $15). Review Charge Code Setup for more information on creating a work order minimum charge code. Work order minimum = $50 Service total = $35 Difference = $15 |
| Over Max Weight Charge Code | The charge code applied by the Line of Business if equipment max weight is exceeded. Max Weight is entered in Equipment Type Setup (Setup > Services > Equipment Type).Review Charge Code Setup for more information on creating an over max weight charge code. |
| Rental Charge Code | The charge code applied for daily equipment inactivity (equipment rental fee). Review Inactivity and Daily Rental Fee Setup for more information about daily rental charge setup process and Applying to a Service. |
| Recurring Minimum Charge Code | Identifies the charge code used for recurring minimum billing and is displayed in the Billing Batch Details screen and on supported invoice formats to clearly identify recurring minimum charges. |
| Limit Charge Code To Matching Equipment | Limits the charge code list of options available on a work order to only display charge codes that match the equipment of the Line of Business. |
| Limit Charge Code To Matching Material | Limits the charge code list of options available on a work order to only display charge codes of matching material. |
| Invoice Summary Description | Text entered here displays on the invoice summary. |
| Productivity Unit Name | |
| Enable Used Oil Collection | Enables settings for used oil collection within the driver application. |
| Enable Proactive Route Status Driver Check | Setting in NavuLink that automatically prompts the Route Status Update window to appear on the driver app for both Android and iOS devices every 2 hours. When enabled, drivers will be presented with the following status update options to select from:
When the driver selects a status, it will be communicated to their manager via the Chat feature. |
| Enable Manifest Processing | |
| Enable Manifest Group Weight Rounding | Enables rounding when grouping the weight of the boxes for medical waste. |
| Enable Active Dispatch | Controls if the line of business displays on the Active Dispatch screen. |
| Enable Charge Codes Waste Codes | Enables recording and attaching EPA Waste Codes to a charge code. |
| Enable Work Type Default Charge Codes | For each line of business default charge codes apply, this option should be set to 'Yes'. |
| Enable BIC Reporting | Enables BIC reporting where BIC reporting is required. |
| Enable Labor Tracking | Displays the Labor tab on the Service Record. By default, this field is disabled. |
| Automatic Routing & Sequencing | Setting the supports the automation of routing and sequencing new stops in Route Management. Options include:
|
| Route Cutoff Time | NavuNav setting that affects the Scheduled Date field on a service record based on when the driver marks the stop Complete. Logic: If a driver completes a stop after the Route Cutoff Time, the Scheduled Date is set to Completion Date Time plus one day. Example: if the original Scheduled Date was 7/13/25, and the Route Cutoff Time was set to 10:00 PM, and service was completed at 11:00 PM on 7/13/25—which was after the route's cutoff time—the Scheduled Date will be updated to 7/14/25, with the Originally Scheduled Time noted. |
Tab: Mobile
The Mobile tab controls settings in the driver application for the select Line of Business.
Field Descriptions
| Fields | Descriptions |
| Name | The name of the Line of Business. |
| Active | The status of the Line of Business. |
| Days Available To Driver | Establishes what days a driver can see on their mobile app. |
| Receipt Header Text | Text entered here will display at the top of a receipt. |
| Auto Complete Seconds | Automatically completes a job once the specified time has elapsed. This setting applies only to Residential mode in the driver app and is measured in seconds. For example, if stops should take only 1 minute to complete, enter "60" in the Auto Complete Seconds field. Once the driver arrives at the location, the stop will automatically be marked as "Complete" after 60 seconds. |
| Acknowledgement Text | Text entered here displays in the signature section of the receipt. |
| Service Description Display | A selection here affects how the service description is displayed to drivers in NavuNav (Android). |
| Enable Completion Note Entry | Allows drivers to add a completion note after finishing a service for the line of business. |
Tab: Optimization
The Optimization tab includes settings that are used for Route Optimization. Route Optimization requires additional setup. Watch an overview of Route Optimization here: Route Optimization Overview
Field Descriptions
| Field | Description |
| Optimization | |
| Route Optimization Type |
|
| Route Optimization Overrides | Overrides the default settings configured at Route Smart and indicates how the route will be serviced (right/left side of street, etc.). Leave blank and route optimization will use your Route Smart's unique account settings. |
| Health Overrides | |
| Health Score Weights | |
| Balancing | |
| Compactness | |
| Interlacing | |
Tab: Self-Service Ordering
Settings in the Self-Service Ordering tab apply to the Online Order application. Review Online Order Setup and Online Order for a detailed review of this feature.
Field Descriptions
| Field | Description |
| Summary & Summary Image | The Summary and Summary Image settings control what is displayed on the first screen the customer sees after they have entered their address in the available services search. |
| Content & Content Image | The Content & Content Image settings allows for the configuration of more detailed information about the services that are offered. Information entered here will display above the service bundle after the customer has selected a line of business from the first screen. |
Tab: Productivity and Profitability
The Productivity and Profitability tab determines the specific calculation method the system should use for route profitability calculations.
Field Descriptions
| Field | Description |
| Route Profitability Calculation | Select the preferred calculation method to calculate route profitability. |
| Work Order Profitability Calculation | Select the preferred calculation method to calculate work order profitability. |
| Route Operating Hours Calculation Method | Setting the system will use to identify the route's operating hours. |
| Automatic 30 Minute Lunch Deduction | Setting to have the system automatically apply a 30 minute lunch deduction from the operating hours. |
| Downtime Deduction | Setting that will deduct downtime from route operating hours. |
Lower Grid
Values in the lower grid display when a line of business is selected from the upper grid.
Tab: Service Frequencies
The Service Frequencies tab determines which frequencies will display in the Frequency dropdown field when adding an active service to a site. To view and assign frequencies, select the line of business from the upper grid. Frequencies can be assigned using the associated toggle switches.
Tab: NavuNav Available Extra Charges
The NavuNav Available Extra Charges tab manages the available charge codes within the driver application, enabling drivers to add them to a work order. To view and assign extra charges, select the line of business from the upper grid. Extra charges can then be assigned using the associated toggle switches.
Tab: Division Specific
Limit the line of business to specific divisions by using the toggle switches to enable those divisions. This tab also allows for division specific overrides to some of the line of business settings.
If a division has been enabled using the toggle switch, the option to configure division specific settings is available by double clicking on the row of the division that is enabled. If the division is not enabled, the Update Division Specific popup window is unavailable. 
Update Division Specific
