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Upon export to Excel, the following columns were added to the Sales Results Net New report: Proposal Format Contract Term Months Contract Renewal Term Months Old Rate Per Cubic Yard New Rate Per Cubic Yard Columns were added to the Sales Re...
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The Service History grid on the Customer Service screen has been updated with the following: The Qty field has been renamed to 'Service Qty'. A new column, 'Charge Qty' has been added . Pathway: Accounts > Account (Customer Service Scr...
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Format 13 (postcard) has been removed from the core product and will now be available as a custom install.
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The following enhancements have been applied to the Print Memo format: Column header formatting updated to all caps. Total column renamed to 'Amount' and currency symbol added. Currency symbol added to values displayed in the Total row. Descr...
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The following enhancements have been added to the Pending and History tabs in the Adjustment History and Pending Approval tool. Pending Tab Edit link added to edit the credit amount request. When Edit is selected the Invoice Adjustment screen di...
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Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature. If no template is created, the Credit Memo will be attached to the email with a basic subject an...
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Created On: 02/17/2023
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and they are assigned to an account’s billing setup (if applicable) through a Surcharge Group—a collection of surcharges that ...
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Created On: 02/16/2023
in Operations Home Dispatch Pathway: Operations > Dispatch > Route Optimization Icon The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enh...
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Previously, an issue was found that prevented a site from being created upon save and 'Continue' selected from the Duplicate Accounts screen. This has been fixed. Pathway: Accounts > Accounts Screen ...
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The following corrections have been applied to the Hazardous Material Manifest: Populate Work Order ID field Prevent prepopulating of the Manifest Tracking Number Populate the following Generator information fields: Generator ID Number Gener...