-
Last Updated: 07/21/2025
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...
-
Last Updated: 12/03/2024
in Customer Portal Home
Pathway: Customer Portal > Reports/Documents The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibili...
-
Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each....
-
Pathway: Customer Portal > Wallet The Wallet feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid. Configurations in Setup The following setting...
-
Pathway: Accounting > Invoice Adjustment - Pending Approval and History The Adjustment History and Pending Approval screen is used to approve or reject invoice adjustments and maintain a history of each approval by time period. When a...
-
Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments F...
-
Last Updated: 02/26/2025
in Accounts Home Add Accounts
Pathway: Customer > Add Account Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting 'Create Account' the system will check for duplicates . You c...
-
Last Updated: 08/20/2025
in Operations Home Dispatch
Pathway: Operations > Dispatch > Route Optimization Icon The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to e...
-
Pathway: Customer > Search > Accounts The View Details / Adjust Invoice feature allows you to review all charges on an invoice and either reduce the amount owed or apply a full credit to the invoice. Permissions The follo...
-
Last Updated: 05/03/2024
in Setup Home Setup - Other
The following article details the setup to define and limit what charge codes are added to different types of work orders. Permissions The following permissions apply: Permission ID Permission Name 24 Setup / Opera...