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Last Updated: 12/16/2024
in Accounts Home Tax Verification P athway: Accounts > Tax Verification The Tax Verification screen is used to ensure that addresses and their associated tax regions are accurate. This process is essential to accurately calculate and apply appropriate taxes to service...
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Last Updated: 03/13/2024
in Setup Home Waste Profiles Pathway: Setup > Services; Operations This article details the setup required for waste profiles which includes: Enable Line of Business EPA Waste Codes Setup Charge Code Setup Enable Line of Business Pathway: Setup > Se...
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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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An issue has been resolved in the Customer Portal that prevented the credit card fee from being calculated into the payment total. ...
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Previously, when the Make a Payment link was selected from the emailed invoice, or the Make A Payment button in the Customer Portal was selected, a 404 Error was produced. This has been resolved. Pathway: Portal > Make a Payment; Email In...
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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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The following screen improvements have been applied to the Customer Portal: Requests Tab Changes: (1) Add icon relocated to the left of the Completion filter (2) Completion filter options have been improved to match the filter options in the...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts
This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...
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Pathway: Reports > Standard Reports > Accounts > Service History The Service History Report provides a comprehensive overview of the service history for the sites associated with an account, within a specified time frame. Permissio...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scale...