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Last Updated: 12/04/2024
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 ...
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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 ...
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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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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
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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: 01/14/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and they are assigned to an account’s billing setup (if applicable) through a Surcharge Group—a collection of surcharges that ...
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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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Review the enhancements made to the Driver Timeline screen in Dispatch, as well as some of the updated views within Dispatch. Additional Items Added to Menu Options New selection options include: Set Driver Log In / Out Upon sel...
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Last Updated: 03/03/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, click the attachments icon to add photos, documents, purchase orders, and waste profiles. The red item number alert displays a dynam...
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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 ...