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Last Updated: 02/03/2025
in Accounts Home Services
Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' pop-up editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it c...
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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: 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: Accounting > AR Payment Batch Auto payments scheduled for future date processing are held in the AR Payment Batch tool, where they can be manually retrieved and processed on their scheduled date. Note: If a payment is m...
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Last Updated: 02/04/2025
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...
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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: 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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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Last Updated: 07/21/2025
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...