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Last Updated: 04/26/2024
in Setup Home Setup - Other Pathway: Setup > Operations > Holiday Schedule Utilize the Holiday Schedule tool to create, schedule, and update holiday dates. Scheduled holidays appear on all customer calendars and the customer portal. The tool consists of two secti...
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Pathway: Accounts > Blanket PO Management Access the Blanket Purchase Order Management screen to view both active and expired blanket purchase orders across all accounts and sites. Blanket Purchase Orders are managed at the account or ...
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Last Updated: 02/12/2025
in Sales Home CRM Sales Workflow
The last part of the sales CRM workflow involves capturing signatures from both the customer and service provider, verifying the contract was updated to a sold status and the account was updated from 'prospect' to 'active'. Prerequisites: Revi...
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Pathway: Operations > Resource Scheduling > Worker Availability and Capability The Worker Availability and Capability tool is used to define daily time frames a worker is available for route assignments. It also enables the identificat...
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Last Updated: 11/20/2023
in Accounting Home Pathway: Accounting > Period Closing The Period Closing screen provides a list of divisions for which the AR (Accounts Receivable) period can be closed. Once closed, the system restricts any further AR activity within that period. It's imp...
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Last Updated: 02/12/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account Details Screen From the Customer screen, users can navigate between various site locations under the parent account, add new sites, and edit existing ones. Streamline the Add Site process using s...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. Tran...
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Last Updated: 12/11/2024
in Accounts Home User Activities
Pathway: Accounts > User Activity The User Activity screen monitors and presents the activities of user accounts in an interactive grid for review. This screen offers two view options that modify the displayed content. Filters can be appl...
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Last Updated: 03/11/2024
in Setup Home Operations Pathway: Setup > Operations > Equipment Class The Equipment Class Setup tool categorizes equipment type properties, such as wheel type, lid, etc., by class. This classification allows it to be linked to an equipment type and recorded when...
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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...