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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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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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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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The following updates have been applied to the Account Request Management screen: Date formatting has been updated to display the first three characters of the day of the week. This also applies to the 'Completed On' date. The Account / Site ...
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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: 03/26/2024
in Operations Home Split Orders The following article details the behind-the-scenes setup required to control split order functionality. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the site) and completing tha...
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An issue has been resolved that allowed the Expiration Credit Card Notification to be sent to emails of inactive accounts. If an account is inactive it will no longer receive the notification. Pathway: Accounts > Search > Account ...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Vehicle Inspection Type The Vehicle Inspection Type Setup facilitates the creation of driver-completed pre and post-trip inspections, which are important for determining the operational condition of a truck. U...
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Pathway: Reports > Standard Reports > AR > Work Order Payments The Work Order Payments report provides a comprehensive breakdown of each work order that is associated with a payment transaction. Only work orders that have a payment transac...
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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...