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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...
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Pathway: Operations > Route Management > Current (Tab) The Current tab displays a list of service locations (stops) that are assigned to a route. Changes made to a stop from the Current tab are permanent. If this a one-time change, 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: 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: 03/28/2024
in Database Home Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria o...
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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: 02/04/2025
in Accounts Home Notes
Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts, sites, services and work orders. This article provides an overview on the different note types with ...
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Last Updated: 02/21/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Reassign service records to a new route individually or in bulk using the tools in the Services List screen, accessible through Dispatch . The processes outlined here assumes a route is already in-pr...
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Last Updated: 12/02/2024
in Accounts Home Order Processing
Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adj...