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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...
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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: 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: 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: 02/26/2025
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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Last Updated: 01/24/2025
in Accounting Home
Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen offers a clear and detailed record of all credit card and ACH transactions for a specified time period. The displayed results are based on ...
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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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Last Updated: 10/09/2024
in Operations Home
Pathway: Operations > Active Dispatch The Active Dispatch screen enables dispatch operators to manage routes more efficiently. Users can utilize drag-and-drop functionality to assign unassigned work orders to routes, transfer assigned wo...
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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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Pathway: Accounts > Search > Accounts Manual charges provide flexibility to apply additional fees to a site for reasons such as special requests, extra materials, and miscellaneous expenses. Permissions The following permi...