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Last Updated: 01/16/2024
in Operations Home Dispatch Pathway: Operations > Dispatch When the Dispatch screen displays, routes without a designated driver display at the top of the list. This screen allows for the editing of truck and driver assignments; however, truck/driver re-assignmen...
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Pathway: Customer Service Screen > AR History In the AR History screen of an account, after a payment is collected and applied, users with the appropriate permissions can void the payment, issue a refund, or process a chargeback....
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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...
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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...
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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feature displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer valid.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...
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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...
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Last Updated: 02/12/2025
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...
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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...
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Last Updated: 05/21/2024
in Setup Home Setup - Other 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 enhance operational efficiency. IMPORTANT - Submit a Ticket Requ...
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Last Updated: 03/13/2025
in Accounting Home Pathway: Accounting > Status Management The Status Management screen provides a comprehensive overview of accounts on, or eligible for, credit hold. It includes a series of tabs designed to help you efficiently monitor and manage account s...