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Created On: 01/23/2023
in Setup Home Pathway: Setup > System > User; Permission; Role; Division
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Pathway: Operations > Route Management The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose of each tab...
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Created On: 01/23/2023
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Created On: 01/23/2023
in Database Home
Pathway: Database > Notification History and Block List The Notification History tool contains a log of all SMS and Email notification types users have sent from the Navusoft system. Notifications do not immediately display upon first o...
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Created On: 01/23/2023
in Setup Home Waste Profiles Pathway: Setup > Services; Operations This article details the setup required for waste profiles which includes: Enable Line of Business EPA Waste Codes Setup Charge Code Setup Enable Line of Business Pathway: Setup > Se...
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Created On: 01/23/2023
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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Pathway: Operations > Route Management > Current (Tab) The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, t...
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Created On: 01/23/2023
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Created On: 01/23/2023
in Setup Home Waste Profiles Pathway: Accounts > Waste Profile Management The Waste Profile Management tool offers a comprehensive overview of waste profiles across all sites. Using this screen, users can quickly review and manage waste profiles for a site. ...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...