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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: 07/02/2024
in Setup Home Operations Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that i...
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Last Updated: 04/05/2024
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 s...
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Last Updated: 10/23/2023
in Reporting Home Analysis Pathway: Reports > Analysis > Customer Analysis The Customer Analysis report provides two report options: Earned Revenue and Revenue. These reports provide a breakdown of revenue associated with the accounts that meet the criteria defined ...
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Auto Pay Improvements Auto-Pay requirements have been updated on the customer service screen. Enhancements include additional information about the payment type for both At Billing and Scheduled Day auto-pay methods, as well as red text expiratio...
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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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An issue has been resolved that prevented the link in the Email Statement from opening correctly by the recipient. Pathway: Accounts > Account (Customer Service Screen) > AR History ...
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Last Updated: 02/22/2024
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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In order to maintain consistency with other sections of the product, we have moved the "add site" icon to the left side of the Site Search screen. ...
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The following changes have been made to the login, new user login and reset password screens. Login Screen Updates: The following enhancements have been made to the Login screen: Addition of a 'Show My Password' check box. New User...