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Critical: If your drivers run more than one route at the same time, contact Support before installing version 6.5 for Android. Starting with NavuNav Android 6.5 , the driver will only be able to service a single route at a time. T...
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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: 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: 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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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...
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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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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 succe...
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Last Updated: 03/16/2026
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. ...
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Last Updated: 02/19/2026
in Setup Home Operations
Pathway: Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...
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Last Updated: 01/23/2025
in Sales Home Sales Management Pathway: Sales > Sales Management The Sales Management screen consists of two sections: the upper grid and the lower grid. The upper grid provides a summary of contracts and proposals submitted by each sales representative along with the ...