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Last Updated: 01/12/2026
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 Re...
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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: 01/16/2025
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'. ...
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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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Pathway: Operations > Dispatch - Services List This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ f rom the drop down field located under the ‘To’ and ‘From’ date fie...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The ...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active...
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Last Updated: 01/26/2026
in Setup Home Services
Pathway: Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
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Last Updated: 07/10/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and tool...
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Last Updated: 11/12/2024
in Accounting Home Billing Pathway: Accounting > Billing This article outlines the process of processing and posting a billing batch. Before proceeding with billing, it is recommended to review the Pre-Billing workflow article to avoid any billing errors. The Pro...