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Last Updated: 05/19/2023
in Setup Home Operations Pathway: Setup > Operations > Truck Type Truck Type Setup establishes and defines the distinct types of trucks utilized within the system and assists in turn-by-turn navigation by restricting the road options available to a specific truck ...
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Last Updated: 03/28/2024
in Database Home Pathway: Database > User Data Transfer The User Data Transfer tool facilitates the bulk transfer of user data items from one user account to another. For example, in the event an employee leaves, it allows for the seamless transfer of a...
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Last Updated: 10/24/2023
in Setup Home Services This article details the setup required to include a monthly service minimum for sites. When setup is complete, a Minimum Per Month field will display when adding an active service to a site, or adding a service to a proposal. Setup: Li...
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Last Updated: 12/17/2024
in Accounts Home
Pathway: Accounts > Site Status Updates Pending Approval The Site Status Pending Approval screen provides a second level review to complete a status change to a site. Use this screen to approve or reject changes to an active, vacatio...
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In Billing, the counts in the Invoice Count, Print Count, Notification Count, and Auto Pay Enrolled columns are now displayed as hyperlinks. Clicking a hyperlink opens a popup window with detailed information. Pathway: Accounting > Billi...
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The following improvements have been applied to NavuNav (Android): The display of the Search option has been enhanced for search entries. Additionally, the search functionality has been fixed to accurately filter the screen based on the entere...
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The logic has been revised to restrict the generation of a single invoice when a billing batch is currently in progress for the account. In the image below, 'Generate Invoice' is unavailable and the billing batch is referenced in red text at the top...
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The following enhancements have been made to the Customer Portal's Manage Automatic Payments screen: The 'Auto Pay' screen has been renamed to 'Manage Automatic Payments.' The 'Enable Auto Pay' has been renamed to 'Enable Automatic Paymen...
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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...
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The issue of inactive credit cards still being available for payment processing has been resolved. Additionally, the 'Post Payment' icon will now be hidden for inactive payment methods. Pathway: Accounts > Search > Accounts ...