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Pathway: Reports > Standard Reports > Operations > Disposal Detail Run the Disposal Detail report to review an itemized breakdown of total disposal costs for a customer within a specified date range and the selected filter parameters. De...
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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...
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When a system user in Navusoft closes a request, the status on the Customer Request History screen in the customer portal is updated to show "Closed." Previously, it displayed as "Closed - Not Chargeable." Pathway: Customer Portal ...
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Last Updated: 07/18/2024
in Setup Home System
The following process outlines the setup required to successfully add a vendor and their rates to active services and service proposals. In order for the Vendor fields to display, both the selected Reason Code and Service Code must have vend...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste. Upon open, all trucks are listed. Use the Division and Line of Business filtering options located at the top of th...
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Pathway: Accounts > Search: Accounts The following article details how to create an Account Request from the Customer Service screen. After an account request is created, it will filter into two locations: Account Request Management and ...
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Last Updated: 01/15/2025
in Database Home
Pathway: Database > Send Alert Notification The Alert Notification screen is used to send custom alert messages to one or multiple employees . These notifications will display as a blue popup notification at the top of the user's...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipelines > Opportunities The Pipeline Opportunities tool serves as a means to monitor and oversee prospects who have received a proposal and estimate the potential revenue these prospects could generate. Unlike quotes, proposa...
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Last Updated: 01/24/2025
in Accounting Home
Pathway: Accounting > Unapplied Management The Unapplied Management screen displays accounting details for payments and overpayments collected on an account that have not yet been applied to an invoice. From this screen, users can ap...
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Pathway: Operations > Disposal Activity The Activity tab of the Disposal Activity screen provides a summary of historical target usage for each disposal location. Filtering and field options displayed along the top of the screen provide ...