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Created On: 04/01/2026
in Setup Home Account
Pathway: Setup > Account >Attachment Type Attachment Type Setup provides a way to categorize and organize different types of files uploaded to an account or site. The Attachment Type is utilized when adding an Attachment assoc...
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Created On: 03/31/2026
in Accounts Home Add Accounts
Pathway : Customer Service Screen (Accounts)
To accommodate accounts with multiple sites where each require a separate AR History, an account can be established as a “Parent” account with child accounts linked to it. This allows ea...
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Geocoding typically happens automatically when an address is selected from the system’s validated list of addresses during account creation. However, if this doesn't happen or f or new construction, cross-streets, human error, or locations Goog...
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Pathway: Operations > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, whic...
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The ability to capture a signature for all scale transactions when a payment does not exist has been added to Edit Work Order . For this, the following logic is used: The work order must have an Inbound or Outbound event type and marked as Comp...
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A new Driver Incentive Factor Setup screen has been added to Setup > Operations . This screen will allow companies to define and manage bonus structures that reward drivers for accuracy when completing work orders and routes. This feature cur...
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For scale operations that must follow NTEP requirements , a database-level setting will be enabled to restrict manual weight entry to three scenarios: The scale read was attempted and failed. When reading from a scale and an...
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We have redesigned the Add Account Class interface to streamline data entry and improve page navigation. These updates focus on visual clarity and reducing time spent. The key enhancements are: Real-Time Validation Indicators: Each of the...
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The Bank Account Setup screen has been updated to include a Division filter as well as Export and Search options. Pathway: Setup > Accounting > Bank Account ...
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A new configuration option is available to support revenue allocation by servicing yard or depot . When caonfigured, revenue generated from services can be tracked based on the yard responsible for performing the work. To support this, a new Cal...