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Last Updated: 04/24/2026
in Setup Home Account
Pathway: Setup > Account > Task Type Task Type Setup allows you to create and manage the task types available when adding a task to an account or site. Tasks can be created by a desktop user or by a driver in the NavuNav mobile app. ...
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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...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance across all sites for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment a...
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Last Updated: 12/04/2024
in Accounting Home Billing
Pathway: Accounting > Billing The Billing Batch screen streamlines the bulk processing of billing transactions within the Navusoft system. This article captures the process of creating a new billing batch. Permissions The...
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Last Updated: 04/21/2026
in Setup Home System Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. Divi...
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Last Updated: 08/20/2025
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: 05/19/2026
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 na...
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Last Updated: 04/08/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
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Last Updated: 03/31/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Account
An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the custome...
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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 succes...