-
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 ...
-
Last Updated: 03/18/2026
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 ...
-
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...
-
Last Updated: 01/13/2026
in Accounting Home Billing
Pathway: Accounting > Billing The Billing screen in the Accounting module simplifies the billing process and keeps a historical record of all billing batches. Within the Pending and In Process tab, two distinct grids are available: the ...
-
Last Updated: 10/09/2025
in Accounting Home
Pathway: Accounting > Refund Request Management The Refund Request Management screen is used to manage refund requests submitted by users whose accounts lack the necessary permissions to issue a refund or chargeback. Refunds are created ...
-
Last Updated: 02/26/2025
in Setup Home System
Pathway: Setup > System > Reason Code The Reason Code Setup screen defines the reason codes used across various areas of the product to specify the purpose of an action. For example, reason codes are used to explain the creation of on-ca...
-
Last Updated: 03/25/2026
in NavuNav NavuNav Android
The following article provides an overview of the NavuNav features, specific to the NavuNav Android Driver application. Logging In Clock In As soon as the driver logs in, they will be prompted to Clock In. Start Time here is...
-
Last Updated: 10/13/2025
in Accounting Home
Pathway: Accounting > Auto Pay Management The Auto Pay Management screen offers a comprehensive view of all accounts set up for auto-pay. This screen is divided into two tabs: one for accounts scheduled for auto-pay and another for billi...
-
Pathway: Operations > Route Management > Pending (tab) The Pending tab displays sites and their associated services that have not yet been assigned to a route. Once a site's services are posted to a route, the site is removed from th...
-
Last Updated: 07/22/2025
in Sales Home
Pathway: Sales > 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 the...