New Articles

  1. 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 ...
  2. 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 F...
  3. Customer Portal - Make A Payment

    Pathway:  Customer Portal > Make A Payment Customers can make full or partial payments toward their account balance, current charges, or specific invoices using the 'Make a Payment' screen in the Customer Portal. For added convenience, an opti...
  4. 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) ...
  5. 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...
  6. Analysis Reports - Sales Results Net New (16034)

    Previously, if a site name included special characters, the exported document would exclude all data for the month the site was included in. This issue has been addressed to accommodate sites with special characters.   Pathway:  Reports > ...
  7. Accounts - Service Completed Notification Not Sending (16035)

    Previously, an issue prevented the Service Completed notification from sending when a work order's Work Status was marked 'Service Completed.' This has been resolved.     Pathway:  Accounts > Search > Accounts ...
  8. Edit Account/Site - Option to Change The Division for Accounts and Sites (16011)(16010) [Enhancement]

    Accounts An enhancement has been applied to allow editing of the Division field for accounts. Previously, attempting to edit this field when an Accounts Receivable (AR) record existed would result in an error message.  For this enhancement, a...
  9. Customer Portal - Changes to Quick Pay and Make A Payment Screen (15952) [Enhancement]

    The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...
  10. Dispatch - Vehicle Inspections Failing to Post if Driver Note is Too Long (15944)

    The Notes field on the Vehicle Inspection Results screen has been enhanced to accommodate 500 characters, resolving the issue where vehicle inspections were not being posted when drivers entered lengthy notes. Pathway: Operations > Disp...