-
Last Updated: 05/02/2024
in Setup Home Setup - Other This article details the setup to enable the Paper Bill Fee feature. Permissions The following permissions are required: Permission ID Permission Name 5 View Account 6 View Site 22 ...
-
Last Updated: 08/07/2024
in Setup Home System
Pathway: Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application. Some templates may require a ticket to be submitted to custom...
-
Last Updated: 07/07/2023
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...
-
Last Updated: 02/22/2024
in Accounts Home Service Records 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...
-
The Service History screen in the Customer Portal has been enhanced to allow users to select and print manifests for multiple work orders. Pathway: Customer Portal ...
-
Last Updated: 11/08/2023
in Operations Home Dispatch Pathway: Operations > Dispatch > Select Truck/Select Driver Truck Calendar The Truck calendar presents truck-specific engine and route details. To enter truck and worker information for a particular day, simply right-click on the desired ...
-
Pathway: Accounts > Blanket PO Management Use the Blanket Purchase Order Management screen to review active and expired Blanket PO's for all accounts. This screen also includes the option to export to Excel. This screen offers a summ...
-
Pathway: Setup > Services > Default Pricing > Service Code This article details the process of defining a default rate for a service code. When a default rate is established, the rate is automatically applied when a service is added to a s...
-
Last Updated: 09/30/2024
in Setup Home System Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
-
Last Updated: 03/06/2024
in Communication Stay on top of email communications and appointments with account contacts by syncing your external email account to Navusoft. After the simple setup process is complete, any new appointments or email communications associated with an account contac...