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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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Last Updated: 03/27/2024
in Database Home Pathway: Database > Send Bulk Emails The Bulk Email screen is used to send large email campaigns to a select customer group using group filters. This tool requires the selection of a Notification Template. Notification templates are create...
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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...
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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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Pathway: Accounting > Billing This article details processing auto pay payments for a future date using the Billing tool. Scheduled auto pays display in Accounting > AR Payment Batch for future processing. Batch must be poste...
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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: 11/22/2024
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 customer...
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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: 11/26/2024
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: 02/26/2025
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. Adding an ...