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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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Pathway: Accounts > Search > Accounts (AR History) To generate an invoice for a customer, use the Invoice tool found in the customer's AR History. Invoices can be generated either for an individual site or for all sites associated with t...
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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...
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Last Updated: 03/25/2026
in Accounts Home AR Managment This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations when applying credit holds and managing charges for accounts under such restrictions.
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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: 03/16/2026
in Setup Home System
Pathway: Setup > System > Notification Template The Notification Template tool is used to create custom email/text notifications for use throughout the Navusoft application. Some templates may require a ticket to be submitted to cust...
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Last Updated: 07/17/2025
in Setup Home Accounting
Pathway: Setup > Accounting > Bill Group Bill Groups establish the billing settings an account will follow and are assigned when an account is created. Because accounts may share the same billing criteria, a Bill Group can be assigned to...
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Pathway: Accounts > Search > Accounts Manage payment methods for an account by using the Wallet link on the AR History screen. Displayed with the Wallet link is a numeric value in parentheses to indicate the current number of paymen...
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Last Updated: 03/18/2026
in Setup Home Services
Pathway: Setup > Services > Charge Code Charge Codes establish the charges available to a line of business and are used when billing for a service. This is the first step in setting up charge codes for use in active services, work orders...
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Last Updated: 07/08/2024
in Accounting Home
Pathway: Accounting > Invoice Message Management The Invoice Message Management screen is used to create messages that will display on invoices. This screen allows users to create and edit messages specific to a Division, Bill Group, Ac...