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An enhancement has been made to the Customer Details screen to display the full notification message for email and text messages when clicked on by the user. Pathway: Accounts > Search: Accounts ...
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Created On: 07/11/2023
in Setup Home Operations Pathway: Setup > Operations > Yard Yards are used for inventory management and are available to be assigned to a route's start and end locations to plan the route between. Additionally, Route Optimization uses yard information to sequence...
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Created On: 07/10/2023
in Setup Home Services The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...
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Previously, the Past Balance Due amount on the email AR Statement was not displaying. This has been fixed. Pathway: Accounts > Search: Accounts > Customer Details: AR History ...
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An enhancement has been made to add a search bar to the Service History section on the Customer Details screen. Pathway: Accounts > Search > Accounts ...
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Add and Edit Line of Business has been updated to separate the Mobile/Optimization/Online Ordering tab into three individual tabs with Online Ordering being renamed to 'Self-Service Ordering'. Pathway: Setup > Services > Line Of Busines...
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Created On: 07/07/2023
in Operations Home Dispatch Pathway: Operations > Dispatch > Select Truck/Select Driver Truck Calendar The Truck calendar presents truck-specific engine and route details. To enter truck and worker information for a particular day, simply right-click on the desired ...
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The Prepayment link for on-call orders has been enhanced to enable the sending of the link as a text message to account contacts whose Service Notification Method setting is 'Text Message'. Pathway: Accounts > Search > Accounts ...
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Pathway: Accounts > Search: Accounts The following article details how to create an Account Request from the Customer Service screen. After an account request is created, it will filter into two locations: Account Request Management and ...
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Logic to the Invoice Format field in the Bill Group Setup screen and Add/Edit Bill Group screens has been updated to display the invoice format's Custom Name if one is entered. Otherwise, invoice Name is used. Pathway: Setup > Re...