-
Pathway: Accounts > Search > Accounts (AR History) To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with t...
-
Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts section of a site. Proposals are created for a vari...
-
Last Updated: 01/05/2024
in Accounts Home Add Accounts Pathway: Account > 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. In the A...
-
Last Updated: 07/16/2024
in Accounting Home Billing
Pathway: Accounting > Billing This article details the Pre-billing work flow that should be followed to prevent billing errors and revenue loss. This process is completed in the Billing tool for billing batches marked 'Not Started'. ...
-
Pathway: Operations > Route Management > Re-Number (Tab) Use the Re-Number tab in the Route Management tool to re-number stop sequences for one to multiple routes at a time. Re-Number a Route Re-numbering can be done to a single...
-
Pathway: Customer > Search > Accounts The View Details / Adjust Invoice tool provides a way to review all charges on an invoice and reduce the amount owed or credit an invoice entirely. Adjustments can only reduce the invoice amoun...
-
Last Updated: 02/23/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The followi...
-
Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions Fi...
-
Last Updated: 01/16/2024
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 enh...
-
Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch Use the Dispatch Route Notification and Service Notification tools to send notifications about routes and services to contacts associated with specific locations on a single route or multiple routes simulta...