-
In Document Format Setup, the list of available field options for Proposals has been updated to exclude the following fields: site.division.logoURL salesRep.photoURL Pathway: Setup > Document Formats ...
-
An issue has been resolved that was preventing new sequence numbers from being imported back into Route Management. In addition, the following improvements have been made: The logic for CSV header handling in the import file has been enhanced to...
-
Previously, when a work order was marked "Service Completed," and the notification setting "Send at 7pm" was enabled for the work type, the notification message was not being sent out. This has been resolved. Pathway: Accounts > Sear...
-
Created On: 11/30/2023
in Customer Portal Home
Pathway: Customer Portal > Reports/Documents The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibili...
-
The position and placement of the recipient address for invoice Format 12 has been improved to display within an envelope's window dimensions. Pathway: Search - Invoice ...
-
The Disposal Entries screen has been updated to display entries from both the previous day and current day when entered using the mobile app. However, disposal entries made in Dispatch will only display in the driver application for the current day....
-
Pathway: Customer Portal > Manage Wallet The Manage Wallet screen displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer required. Manage Wallet Field ...
-
Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions Fi...
-
Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments ...
-
Pathway: Customer Portal > Make A Payment Customers can use the 'Make a Payment' screen in the Customer Portal to make a full or partial payment towards the account balance, current charges, or select invoices. Make A Payment D...