-
Last Updated: 05/11/2026
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 rates are updated in: Site Se...
-
Last Updated: 05/08/2026
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...
-
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...
-
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. ...
-
Last Updated: 03/01/2024
in Accounting Home Pathway: Accounting > Invoice Notification Monitoring The Invoice Notification Monitoring screen offers a summary of invoices that have been either printed or emailed, along with an indication of whether the recipients have viewed the ...
-
Last Updated: 01/24/2025
in Sales Home CRM Sales Workflow
This article provides details and links about tools and features that can help you manage your sales pipeline. Prerequisites: Review the following articles to better understand the sales workflow leading up to sales pipeline management: Cr...
-
Last Updated: 05/13/2026
in Setup Home Operations Pathway: Setup > Operations > Work Type The Work Type Setup screen is used to define and manage service transaction types by line of business. Examples include missed pickup, dump and return, removal, and relocate. During scheduling, the...
-
Pathway: Accounts > Blanket PO Management Access the Blanket Purchase Order Management screen to view both active and expired blanket purchase orders across all accounts and sites. Blanket Purchase Orders are managed at the account or ...
-
Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) This article focuses on linking site services. When an active service is added to, or already exists on an account, users can link additional services such as a "locking ba...
-
Last Updated: 11/20/2024
in Accounts Home Accounts Screen
Pathway: Account > Search > Select Account The current status of a site is shown in the Site Details section of the Customer Service screen. Click the status to open the Site Status History popup editor, where you can view the status ...