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Created On: 10/18/2023
in Setup Home Services This article details the setup required to include a monthly service minimum for sites. When setup is complete, a Minimum Per Month field will display when adding an active service to a site, or adding a service to a proposal. Setup: Li...
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To offer the availability of site service recurring minimum functionality, the following screens have been updated: Line of Business Pathway: Setup > Services > Line of Business The Profitability section has been relocated to its own tab. ...
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The logic has been revised to restrict the generation of a single invoice when a billing batch is currently in progress for the account. In the image below, 'Generate Invoice' is unavailable and the billing batch is referenced in red text at the top...
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In the NavuNav Settings of a charge code, if ' Hide In NavuNav' is set to "Yes," the charge code will not display in the NavuNav Available Extra Charges section on the Line of Business Setup screen. Charge Code Setting Effect in Line o...
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When print ing a single Invoice, the system will show the invoice balance and a 'Make a Payment' link, accompanied by a list of the work orders presented as selectable hyperlinks. Pathway: Accounts > Search > Accounts ...
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The 'Enable Service Photo Display' settings has been renamed to "Default Work Order Photo - Display in Customer Portal." Additionally, the photo logic in NavuNav has been modified to align with this updated setting. Pathway: Setup > Acc...
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An issue has been resolved that caused the Value to disappear from the Site Custom Settings Properties if an edit was made to the site. Pathway: Accounts > Edit Site > [select} Site Custom Settings icon ...
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Work Order Format 3 has been updated to display the driver and customer signatures captured in NavuaNav at the bottom of the work order along with the completion date (contingent upon a signature capture). Pathway: Setup > Report Format...
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Invoice Detail Level functionality has been added to allow for grouping invoice details by Line of Business, Material, or Site Service. This option is only visible when the invoice format assigned to the Bill Group is formatted to use this functiona...
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Logic has been updated to maintain the initial Truck selection on the app if the user logs out and back in again for the same day. Pathway: NavuNav(Android) > Check In (Available after logging in) ...