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Last Updated: 01/28/2025
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: Permission...
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Last Updated: 03/25/2026
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 incl...
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Last Updated: 02/13/2025
in Accounts Home Add Accounts
Pathway: Accounts > Add Account This article captures the descriptions for the fields that display when a new account is created. NOTE: If the status of the account is "Prospect," the Billing section is hidden from view. ...
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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 ...
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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 Adjustme...
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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 yo...
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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
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Pathway: Customer Service Screen > AR History In the AR History screen of an account, after a payment is collected and applied, users with the appropriate permissions can void the payment, issue a refund, or process a chargeback....
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
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Last Updated: 02/10/2026
in Accounts Home Notes
Pathway: Accounts > Search - Account Account level notes allow users to apply notes that are accessible across all sites associated with the account. These notes serve as a centralized repository of information relevant to the entire a...