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.
Permissions
The following permissions are required to view, add and edit in the Line of Business Setup screen:
| Permission ID | Permission Name |
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120
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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.
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| Name | The name of the Line Of Business.
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| Active | The active status of the Line Of Business.
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| Screen Type |
Select option 1 (this is currently the only option).
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| 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.
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| Unearned Revenue GL Account |
Specifies the GL Account where all unearned revenue for the line of business will be tracked.
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| 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.
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| 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.
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| 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.
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| Productivity Unit Name |
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| Enable Used Oil Collection |
Enables settings for used oil collection within the driver application.
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| Enable Proactive Route Status Driver Check |
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| Enable Manifest Processing |
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| Enable Manifest Group Weight Rounding |
Enables rounding when grouping the weight of the boxes for medical waste.
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| Enable Active Dispatch |
Controls if the line of business displays on the Active Dispatch screen.
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| Enable Charge Codes Waste Codes |
Enables recording and attaching EPA Waste Codes to a charge code.
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| Enable Work Type Default Charge Codes |
For each line of business default charge codes apply, this option should be set to 'Yes'. Additional information on Work Type Default Charge Codes can be reviewed here: Work Type Default Charge Codes
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| Enable BIC Reporting |
Enables BIC reporting where BIC reporting is required.
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| Enable Labor Tracking |
The Labor tab on the Service Record. By default, this field is disabled.
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| Automatic Routing & Sequencing | Setting the supports the automation of routing and sequencing new stops in Route Management. Options include:
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| 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.
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| Active |
The status of the Line of Business.
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| Days Available To Driver |
Establishes what days a driver can see on their mobile app.
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| Receipt Header Text |
Text entered here will display at the top of a receipt.
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| 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.
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| Acknowledgement Text |
Text entered here displays in the signature section of the receipt.
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| Service Description Display |
A selection here affects how the service description is displayed to drivers in NavuNav (Android).
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| Enable Completion Note Entry |
Allows drivers to add a completion note after finishing a service for the line of business.
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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 |
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| 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 |
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| Health Score Weights | |
| Balancing |
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| Compactness |
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| Interlacing |
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Tab: Self-Service Ordering
Settings in the Self-Service Ordering tab apply to the Customer Portal application.
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 for access to the line of business.
