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Created On: 01/23/2023
in Accounting Home Pathway: Accounting > Credit Card Expiration The Credit Card Expiration tool tracks and alerts users when a credit card for an account has expired. From this screen users can view account payment methods (and add new ones), or a Send Credit ...
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Created On: 01/23/2023
in Setup Home Setup - Other Pathway: Setup > Services > Default Pricing > Service Code | Setup > Services > Service Code Create default rates for a service code specific to the division, service region and frequency of the service. A service code may have more than...
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Created On: 01/23/2023
in Operations Home Split Orders The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing tha...
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Pathway: Operations > Resource Scheduling > Worker Availability and Capability The Worker Availability and Capability tool is used to define daily time frames a worker is available for route assignments. It also enables the identificat...
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Created On: 01/23/2023
in Operations Home Dispatch Pathway: Operations > Dispatch Reassign the route for service record(s) individually or in bulk using the tools available in the Services List screen accessed through Dispatch. The processes outlined here assumes a route is already i...
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Created On: 01/23/2023
in Operations Home Dispatch Pathway: Operations > Dispatch Print route sheets directly from the Dispatch screen using one of the available Route Sheet formats. Permissions The following permissions are required to print route sheets: Permissio...
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Created On: 01/23/2023
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batches 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 rates are updated in: Site Servic...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed fro...
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Created On: 01/23/2023
in Sales Home Pathway: Sales > Contract Expiration Contract Expiration is a loss prevention tool used by sales to monitor customer contract expiration dates. The Contract Expiration screen is divided into two grids; the top grid displays a summary of co...
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Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Active statu...