New Articles

  1. Manifest Consolidation – Updating ‘Post Batch’ Status (14025)

    Logic has been updated to the availability of the 'Post Batch' status option in Manifest Consolidation. Post Batch is only available for selection when the work order linked to the batch is in a 'Posted' status. Pathway: Operations > Manifest C...
  2. Dispatch - Performance Update to Refresh Button in Services List (14274)

    Performance has been updated to the refresh functionality when viewing the Services List screen in Resource Planning view. Previously, changes to a work order were not displaying when refresh was selected. This was resolved. Pathway: Op...
  3. Notification History - Text Service Notifications Were Not Displaying (14218)

    Previously, an issue prevented text service notifications from displaying in the Notification History screen when the Notification Template Type (filter) was set to 'Service Notification / Reminder'. This has been resolved. Pathway: ...
  4. Dispatch - New View Added to Services List in Dispatch (13978) [Enhancement]

    'Billing 2' has been added as a new view option for Services List (Operations > Dispatch) screen. This view includes the same fields as the original Billing view with an added Recurring Rate column. Recurring Rate only includes monthly recurring f...
  5. Sales Results Net New - Site Count Added to Fields in Report (13972) [Enhancement]

    A site count has been added below the 'New' and 'Increases' columns of the Sales Results Net New Report . Select the site count to open the Sales Result Details screen to view the details of the sites included in the count. Pathway: ...
  6. Operations (Dispatch) - Disposal Departure Date and Time Updated (14252)

    Previously, the Disposal Departure date and time in the Completion Data tab was displaying incorrectly. This has been resolved. Pathway:  Operations > Dispatch  ...
  7. Operations (Dispatch) - Screen Update to Display Summary of Workers Assigned to a Route (14226, 14313) [Enhancement]

    The Crews view of the Dispatch screen has been updated to include a Labor Summary column to display the names of all workers assigned to the route. Select the name of a worker to open the Route Labor Summary popup window to access Work Orders and th...
  8. Blanket Purchase Orders - New Tool Available in Account Attachments (14035) [Enhancement]

    Create a Blanket Purchase Order  for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, or be made available to all sites. After a Blanket PO has...
  9. Operations (Dispatch) - New Split Order Feature Available (14567)[Enhancement]

    A new Split Order feature has been added to Service Records in Dispatch. Split Orders are manually created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing that task requires a new w...
  10. Operations (Service Records) - Dialog Box Title Updated For Photo Emails (14427)

    Previously, the email dialog box that displayed when emailing an image from the Work Order was titled 'Email Proposal'. This has been renamed to 'Email Work Order Photo'. Pathway:  Worker Order linked to an account ...