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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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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. Note: If a payment...
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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: 09/23/2025
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: 07/21/2025
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 the...
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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...
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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: 07/21/2025
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 ...
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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...