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Last Updated: 09/09/2024
in Sales Home Pipelines
Pathway: Sales > Pipelines > Cancellation Requests The Cancellation Requests screen in Sales is used to manage and process requests submitted by an internal user on behalf of a customer seeking to cancel their service. Permissio...
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Last Updated: 02/07/2024
in Accounts Home Account Menu Pathway: Accounts > Customer Service Screen > + Menu > Clone Site and Services The Clone Sites and Services tool simplifies the process of adding new sites by cloning the configurations of an existing site, including its associated ser...
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Last Updated: 08/05/2024
in Setup Home Services
Pathway: Setup > Services > Available Service Code The Available Service Code Setup screen identifies the services provided to a division and further refines them to specific service regions. This screen also offers the option to app...
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Last Updated: 02/26/2025
in Setup Home Accounting The following setup must be complete to process a credit request on an invoice. Permissions Required Review the following permissions required specific to credit request processing and it's setup. Permission ID Permission Name...
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Last Updated: 05/13/2025
in Accounting Home
Pathway: Accounting > Unapplied Management The Unapplied Management screen displays accounting details for payments and over-payments collected on an account that have not yet been applied to an invoice. From this screen, users can a...
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Last Updated: 02/04/2025
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
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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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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: 03/12/2024
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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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...