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Pathway: Accounts > Search > Accounts (AR History) Permissions The following permissions are required to access an account and void, refund or apply a chargeback to a payment: Permission ID Permission Name 5 Vi...
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Last Updated: 07/01/2024
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...
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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: 03/06/2024
in Accounts Home Account Menu Pathway: Accounts > Search: Account > Account Menu > Send Email In the account menu drop-down of the Customer Service screen, the Send Emai l feature allows users to directly email account contacts or others for reasons regarding their...
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Pathway: Operations > Dispatch Work orders that have been reviewed will display under the ‘Ready To Post’ or ‘Posted’ columns in the Work Order Posting view of the Dispatch screen. Only 'Posted’ work orders will be included in the next...
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Pathway: Customer Portal > Manage Wallet The Manage Wallet screen displays all payment methods linked to an account, offering options to add new methods and remove any that are no longer required. Manage Wallet Field ...
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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account for any reason where followup, further review, or something related to the successful operation of the account is needed. The Add Task tool allows users to ...
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Last Updated: 03/15/2024
in Accounting Home Pathway: Accounting > Credit Card Expiration The Credit Card Expiration tool tracks and alerts users when a credit card for an account has expired. From this screen users can view account payment methods (and add new ones), or a Send Credit ...
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Last Updated: 01/08/2024
in Operations Home Dispatch Pathway: Operations > Dispatch Reassign the route for service record(s) individually or in bulk using the tools available in the Services List screen accessed through Dispatch. The processes outlined here assumes a route is already i...
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Pathway: Operations > Route Management The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose of each tab...