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Last Updated: 04/01/2026
in Setup Home Account Pathway: Setup > Account > Source Source Setup controls what displays for selection in the Source drop down field when a new account is created. Source identifies how an account originated and may help in future marketing and sales campaig...
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Last Updated: 04/01/2026
in Accounts Home Add Accounts
Pathway : Customer Service Screen (Accounts)
To accommodate accounts with multiple sites where each require a separate AR History, an account can be established as a “Parent” account with child accounts linked to it. This allows ea...
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Pathway: Accounts > Search > Accounts The AR History screen displays an account's balance across all sites for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment...
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Last Updated: 04/01/2026
in Accounts Home Services
Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site, or account, to another. Because tra...
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Pathway: Operations > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, whic...
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Geocoding typically happens automatically when an address is selected from the system’s validated list of addresses during account creation. However, if this doesn't happen or f or new construction, cross-streets, human error, or locations Goog...
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Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments F...
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Last Updated: 03/31/2026
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 custome...
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Last Updated: 03/31/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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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. Permiss...