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Last Updated: 04/05/2023
in Sales Home Pipelines Pathway: Sales > Pipelines > Pipeline Summary The Sales Pipeline Summary screen displays a snapshot of data reported in the Sales Pipeline (Opportunities and Leads) dashboards . Use the filter options provided to review the data or,...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Waste Profile Management The Waste Profile Management tool offers a comprehensive overview of waste profiles across all sites. Using this screen, users can quickly review and manage waste profiles for a site. ...
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Last Updated: 03/15/2024
in Setup Home Waste Profiles Pathway: Accounts > Account Screen The Dot Description defaults to the description given to the Charge Code. Select the EPA icon from the customer's site to edit this description if needed. EPA Waste Codes can also be added and removed f...
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Last Updated: 05/24/2024
in Database Home
Pathway: Database > Notification History and Block List The Notification History tool contains a log of all SMS and Email notification types users have sent from the Navusoft system. Notifications do not immediately display upon first o...
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Last Updated: 10/09/2023
in Setup Home Account Pathway: Setup > Account > Site Class Site Class categorizes sites within an account and is primarily used in target pricing. Add Site Class Field Descriptions Field Description Name Required The name of the ...
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Pathway: Operations > Manifest Processing > Manifest Consolidation Manifest Consolidation is the process of combining waste material into one manifest for transfer to a location where it will be destroyed. This article details the proc...
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Last Updated: 04/26/2024
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Pathway: Reports > Standard Reports > Operations > Vehicle Inspection Results The Vehicle Inspection Results report provides inspection results recorded by the driver for a specific vehicle during a period of time indicated by the start an...
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Last Updated: 10/02/2023
in Reporting Home Analysis Pathway: Reports > Analysis > AR Analysis The Accounts Receivable (AR) Analysis report offers a comprehensive examination of the Division's AR activity for a designated fiscal year. Permissions Permission ID Permission N...
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Pathway: Home Screen; Navu Requests Icon The Navu Requests tool provides all system users a way to report issues and request help while using the Navusoft application. General users of Navu Requests can create ticket requests for any rea...