New Articles

  1. Accounts - Notification Not Sending When Work Order Marked 'Service Completed' (16036)

    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...
  2. Customer Portal - Reports / Documents

    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...
  3. Invoice Format Improvements for Format 12 (16059)

    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 ...
  4. NavuNav(Android) - Disposal Entry Logic Updated (15976)

    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....
  5. Customer Portal - Wallet

    Pathway:  Customer Portal > Manage Wallet The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer required. Configurations in Setup The following ...
  6. Customer Portal - Invoice History

    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 ...
  7. Customer Portal - Manage Autopay

    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 Fie...
  8. Customer Portal - Make A Payment

    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...
  9. Vehicle Inspections (Android) - Vehicle Inspection Note Limited to 500 Characters (15948)

    The Note field in the Vehicle Inspection screen has been revised to have a character limit of 500. If the user exceeds this limit, the 'Set' button becomes inactive. Pathway:  NavuNav (Android) ...
  10. Customer Portal - Changes Made To Auto Pay Feature (15964) [Enhancement]

    The following enhancements have been made to the Customer Portal's Manage Automatic Payments screen: The 'Auto Pay' screen has been renamed to 'Manage Automatic Payments.' The 'Enable Auto Pay' has been renamed to 'Enable Automatic Paymen...