Updated Articles

  1. Truck Setup (Setup/Operations) - Loadrite Scale Option Added (18018)

    A new onboard scale type, Loadrite , has been added to the Scale – System drop down menu within Truck Setup. Pathway: Setup > Operations > Truck ...
  2. Site Truck Inventory (Accounts) - Edit/Save Logic Updated (17891)

    Previously, editing a truck from the Site Inventory screen triggered a full refresh of the account and related fields after each save, causing the screen to blink and making it difficult to edit multiple fields within the popup. Logic has been updat...
  3. Customer Service (Accounts) - VIP Priority Sites (18297) [New Feature]

    A new 'VIP' priority indicator has been added to the Add/Edit Site screen to designate service locations with VIP status. When selected, this indicator will appear on the Customer Service screen, in Dispatch on the Services List, and on the driver...
  4. Period Closing (Accounting) - Screen Logic Updated (17953)

    The logic on the Period Closing screen has been updated to display only records based on the user's division access as defined in their User Account. Pathway: Accounting > Period Closing   |   Setup > System > User ...
  5. Process Cash Pay Customers

    Pathway:  Operations > Inbound / Outbound > Inbound (tab) For cash-pay customers, scale operators should consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency.  Fo...
  6. Inbound Ticket Creation (Scale)

    Pathway:  Operations > Inbound / Outbound Before using the Inbound/Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information.  Permissions ...
  7. Scale Setup

    The following scale setup applies to the various customer types processed at a landfill or transfer facility. For guidance on creating tickets and processing scale customers, refer to the Related Articles section at the bottom of this page. ...
  8. Equipment Type Setup

    Pathway:  Setup > Services > Equipment Type For each type of equipment services may include, an Equipment Type record must exist. Equipment types are specific to the Line of Business they are assigned and display in multiple locations inc...
  9. Create and Send a Proposal

    Pathway:  Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts This article details the Add Proposal form available in the Orders, Quotes and Contracts  section of a site. Proposals are created for a vari...
  10. Work Type

    Pathway:  Setup > Operations > Work Type Work Type Setup identifies the various service transactions that are performed. When a service is scheduled, the work type that applies displays under the Work Type field on the service record that...