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Pathway: Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid pre...
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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...
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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer > Search > Accounts The following process applies to scheduling On-Call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your compa...
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Last Updated: 02/04/2025
in Customer Portal Home
Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univ...
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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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Last Updated: 11/05/2024
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...
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Pathway: Accounting > Billing This article explains how to process auto-pay from the Billing screen. It's important to note that a billing batch must be posted before auto-pay can be processed. Permissions The following permi...
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Last Updated: 02/26/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Alert customers to route changes efficiently using the Dispatch Route Notification and Service Notification tools. These tools allow you to send email and text notifications to contacts associated with spec...
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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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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account whenever follow-up, further review, or any actions necessary for the successful management of the account. The Add Task tool enables users to create and assign...