-
Last Updated: 02/12/2024
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...
-
Last Updated: 01/11/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Acc...
-
Last Updated: 03/04/2024
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 billing au...
-
Last Updated: 04/04/2023
in Sales Home Pathway: Sales > Contract Expiration Contract Expiration is a loss prevention tool used by sales to monitor customer contract expiration dates. The Contract Expiration screen is divided into two grids; the top grid displays a summary of co...
-
Last Updated: 02/22/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Account Details Screen From the Customer's screen, users can quickly navigate between the different site locations under the parent account and add a new site. View All Sites Select # of # ...
-
Last Updated: 08/21/2023
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. ...
-
Last Updated: 01/15/2024
in Operations Home Dispatch Pathway: Operations > Dispatch > Services List Use the interactive map available from the Services List in Dispatch to move service records to new routes as a one-time change. Only the selected service locations will display on the map ...
-
Last Updated: 09/28/2023
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 customer servic...
-
Last Updated: 03/13/2024
in Setup Home User Security Pathway: Setup > System > Permission Within the Navusoft application, user accounts require specific permissions for daily operations. These permissions are not directly allocated to individual users; rather, they are assigned to roles l...
-
Last Updated: 02/23/2024
in Accounts Home AR Managment Pathway: Accounts > Search > Accounts > AR History The choice to enable auto-pay for an account's payment is associated with the account's payment method. Accounts opting for auto-pay can either have their payment processed at the same t...