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Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...
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Previously, when the Make a Payment link was selected from the emailed invoice, or the Make A Payment button in the Customer Portal was selected, a 404 Error was produced. This has been resolved. Pathway: Portal > Make a Payment; Email In...
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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: 04/25/2024
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax cl...
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Last Updated: 07/07/2023
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 closi...
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Last Updated: 03/20/2024
in Operations Home Split Orders Pathway: Accounts > Search > Work Order/Invoice/Reference/PO The following article details how to create split orders. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the ...
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Feedback * Define what exactly the issue was. * Wording - 'an issue was occurring' to 'an issue occurred' Previously, an issue occurred that prevented a user from creating labels on a work order. This issue has been fixed. P...
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Last Updated: 01/31/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
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The following changes have been applied to both the Quick Pay and Make a Payment screens available in the Customer Portal: Radio buttons and payment options have been added to allow customers to select how they would like to pay. If 'Selec...
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Last Updated: 07/07/2023
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: Review...