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Last Updated: 01/15/2024
in Operations Home Dispatch Pathway: Operations > Dispatch Print route sheets directly from the Dispatch screen using one of the available Route Sheet formats. Permissions The following permissions are required to print route sheets: Permissio...
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Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Active statu...
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Pathway: Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjust...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an active service: Permissio...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version your...
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Last Updated: 01/11/2024
in Operations Home Dispatch Pathway: Operations > Dispatch The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen include: r...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab for B...
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Last Updated: 09/07/2023
in Sales Home CRM Sales Workflow Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it can be exp...
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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past-d...