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Last Updated: 02/27/2025
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges / Late Fees This article explains how to configure finance charges and late fees, which can be applied to an account's invoice during billing. To allow flexibility across account...
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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: 01/15/2025
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: 11/18/2024
in Setup Home Services The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...
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Last Updated: 01/24/2025
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: Cr...
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Last Updated: 01/31/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
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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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Last Updated: 03/19/2024
in Operations Home Dispatch Pathway: Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate between...
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Pathway: Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a success...
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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...