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Last Updated: 05/13/2026
in Customer Portal Home
Pathway: Customer Portal > Reports/Documents The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibili...
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Last Updated: 05/13/2026
in Release Notes Home Release 67
The release notes in this article correspond to version 67. Screens and logic may have changed in newer versions. Home Screen Home Display - Display Changes to Notification Icons and Modules (14318) [Enhancement] Modules and ...
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Pathway: Accounts > Search > Customer Account The following process applies to creating an account request for a customer. An account request is a specific action or information requested by a customer. Different types of account reque...
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Last Updated: 05/13/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts
The following process applies to creating on-call orders. Unlike recurring services, on-call orders are not permanently routed. Within the application, on-call orders can be created in t...
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An issue has been resolved where the Bill Group drop down would clear after the screen was loaded and multiple divisions were selected. Pathway: Accounting > Unapplied Management ...
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Last Updated: 05/13/2026
in Dashboard Home Dashboards
This is a rolling 13-month operational and financial dashboard for a Residential waste collection business. Data rolls off monthly with the most recent period on the left, giving management a continuous trailing-year view at all times. W...
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Last Updated: 05/13/2026
in Dashboard Home Dashboards
This is a rolling 13-month operational and financial dashboard for a Front Load waste collection business. Data rolls off monthly with the most recent period on the left, giving management a continuous trailing-year view at all times. Wh...
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Last Updated: 05/13/2026
in Dashboard Home Dashboards
Pathway: Dashboard > Dashboard [drop down] > Operations - Roll Off Insert Description Roll Off Monthly This is a rolling 13-month operational and financial dashboard for a Roll-Off waste collection business. Data rolls off m...
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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...
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Last Updated: 05/13/2026
in Customer Portal Home
Pathway: Customer Portal > [Create Order] The Create Order feature in the Customer Portal allows customers to request a service that has not yet been scheduled. Given specific account requirements have been met, users can quickly ...