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In Account Class Setup, a new setup option 'Hide Rate On Work Order Format' has been added to the Details tab. If selected, rates will be hidden from view on scale tickets or work orders that support printing rates. This setting also exists at the a...
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A new Payments tab has been added to the Service Record screen, enabling direct application of payments for services. The following payment method types are supported: Cash Check Credit Card ACH If the account has a saved payment method on fi...
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Pathway: Accounts > Search: Work Orders > Payments (tab) The Payments tab on the Service Record screen enables direct application of payments for services or inbound scale loads. As payments are added, the combined total will display on t...
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Created On: 07/17/2023
in Database Home Pathway: Database > Merge Sites The Merge Sites /Potential Duplicates scree n is used to merge duplicate sites into a single site record. Merge functionality is available to all sites that do not have any AR (Accounts Receivable) activi...
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Created On: 07/17/2023
in Setup Home Operations Pathway: Setup > Operations > Safety Profile Type The Safety Profile Type Setup screen is used to identify safety issues a driver should be made aware of before servicing a site. After a safety profile is created, it must be linked to t...
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A fix has been deployed to the AR History screen related to invoice adjustments to correctly display adjusted amounts. Pathway: Accounts > Search > Accounts: AR History
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The following performance improvements have been released to the NavuNav app: The issue causing the app to shut down when the driver attempted to save a date in the disposal ticket has been fixed. NavuNav (Android) The Disposal Calendar has be...
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Created On: 07/13/2023
in Database Home Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria o...
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Within Dispatch , the ' Weekly By LOB ' and 'Weekly By Work Type' screen views have been updated to display the correct data when switching between views. Pathway: Operations > Dispatch ...
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Pathway: Accounts > Search: Account > Create On Call Order The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for a seamless and convenien...