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Pathway: Accounts > Search > Accounts Add an appointment to a customer's account for future meetings, events and followups. An appointment can be added from the account's menu option, or by right clicking within the calendar. ...
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Last Updated: 01/12/2024
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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Last Updated: 11/04/2024
in Setup Home Services Pathway: Setup > Services > Service Region Service Regions are smaller geographic areas that make up a division and are assigned at the site-level. Service Regions provide flexibility in auto-assigning surcharges to sites and assist in ar...
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Last Updated: 03/06/2025
in Setup Home Operations
Pathway: Setup > Operations > Facility The following article details the tab set in the Facility Setup tool. Setup here is used for the creation of Disposal/Ship records and is also utilized by the Disposal Activity tool in Operations....
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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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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
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Last Updated: 11/26/2024
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 serv...
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Last Updated: 12/16/2024
in Accounts Home Service Records Pathway: Accounts > Search: Work Orders > Payments (tab) The Payments tab on the Service Record screen enables direct application of payments for services or inbound scale loads. As payments are added, the combined total will display on t...
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Last Updated: 11/21/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account, o...
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Last Updated: 05/13/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and are assigned to a site's billing setup (if applicable) through a Surcharge Group—a collection of surcharges that apply to ...