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Last Updated: 07/24/2024
in Setup Home Operations
Pathway: Setup > Operations > Route Route Setup establishes the routes used for servicing sites. Active routes display in Dispatch and Active Dispatch once a service record has been assigned. Permissions The following pe...
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Last Updated: 12/03/2024
in Customer Portal Home
Pathway: Setup > Account > Account Class; Customer Portal Customer Portal Home Page The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system us...
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Last Updated: 11/26/2024
in Accounts Home Services Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site to another. Because transferring servi...
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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 > Dispatch - Services List This process works one day behind the current day to post charges for services completed. Select ‘Work Order Posting’ from the drop down field located under the ‘To’ and ‘From’ date fields...
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Last Updated: 07/07/2023
in Sales Home CRM Sales Workflow This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Crea...
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Last Updated: 11/26/2024
in Accounts Home Accounts Screen Pathway: Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers to...
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Last Updated: 11/20/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts The View Contacts tool, accessible in the Account Details section of the customer service screen, provides users the ability to add and edit contacts associated with accounts and sites. P...
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Last Updated: 06/29/2023
in Setup Home Account Pathway: Setup > Account > Task Type The Task Type Setup feature allows users to generate a wide range of task types that can be chosen when adding a task to an account or site. Field Descriptions Fields Descriptions...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed fro...