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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: 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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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: 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: 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: 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: 06/16/2025
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 ac...
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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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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: 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...