-
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: 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 ...
-
Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...
-
Last Updated: 11/19/2024
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 Ac...
-
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...
-
Pathway: Setup > Services > Default Pricing > Service Code This article details the process of defining a default rate for a service code. When a default rate is established, the rate is automatically applied when a service is added to a s...
-
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...
-
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: 01/31/2024
in Accounting Home Pathway: Accounting > Surcharge Management The Surcharge Management screen is used to oversee and regulate surcharges applied to accounts and their sites. Within this screen, users can compare the base rate (the surcharge rate applied to ...
-
Last Updated: 11/20/2024
in Accounts Home Accounts Screen Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, use the attachments icon to add photos, attachments, purchase orders, and waste profiles. Items added here are linked at the account l...