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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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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 ...
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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: 12/02/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) This article focuses on linking site services. When an active service is added to, or already exists on an account, users can link additional services such as a "locking ba...
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Pathway: Operations > Disposal Activity The Disposal Activity tool tracks progress made toward a disposal location's predefined target usage goal. Progress towards target usage is calculated when a Disposal / Ship record is attached to ...
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Last Updated: 11/01/2024
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 ...
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Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > User The User Setup screen manages the setup and activation status of all user accounts. In here, roles and division access can be added and removed from a user's account. This tool provides an option to filte...
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Last Updated: 11/18/2024
in Setup Home Services Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specific ...
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Last Updated: 07/23/2024
in Setup Home Operations
Pathway: Setup > Operations > Work Type Event Class Permissions The following permissions are required to add and edit work type event class: Permission ID Permission Name 24 Setup \ Operations ...
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Last Updated: 10/24/2024
in Setup Home Account Pathway: Setup > Account > Account Request Type The Account Request Type Setup screen allows users to generate a wide range of request types that can be selected when creating a request for an account. Having a standardized set of account...