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Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > Permission Within the Navusoft application, user accounts require specific permissions for daily operations. These permissions are not directly allocated to individual users; rather, they are assigned to roles l...
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Last Updated: 12/16/2024
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...
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Last Updated: 04/16/2024
in Database Home Pathway: Database > Merge Sites The Merge Sites /Potential Duplicates scree n is used to merge duplicate sites into a single site record. Merge functionality is available to all sites that do not have any AR (Accounts Receivable) activi...
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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: 01/24/2025
in Sales Home CRM Sales Workflow
This article outlines the remaining stages following the sale of an account and the hand-off to the Operations division for servicing setup. Prerequisites: Review the following articles to better understand the sales workflow leading up to clo...
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Last Updated: 03/13/2025
in Accounting Home Pathway: Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created in...
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Last Updated: 11/19/2024
in Accounts Home Accounts Screen
Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Ac...
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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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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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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipeline > Leads The Pipeline Leads tool provides sales representatives with the information they need to identify and target new customer s based on previously collected prospect information. This tool only includes le...