Updated Articles

1. Service Record (Accounts) - Order Type Drop-Down Improvement (21552)

   Last Updated: 06/10/2026 in Release Notes Home Release 81 Accounts - Release 81
   The Order Type drop down when creating an On Call Order has been improved to display the work types in alphabetical order.  Pathway: Accounts > Customer Service Screen > Create On Call Order ...

2. Credit Card / ACH Reconciliation (Accounting) - New Source Added (21501)

   Last Updated: 06/10/2026 in Release Notes Home Release 81 Accounting - Release 81
   The Credit Card / ACH Reconciliation screen has been updated to include new payment source Cash On Delivery . Payments collected on the work order (and are not scale), will use this source.  ...

3. Home - Release 81

   Last Updated: 05/28/2026

4. Trial FAQs

   Last Updated: 05/27/2026
   This is a topic display category containing some Frequently Asked Questions (FAQs) we get from trial users. Topic display categories will display the full content of all articles they contain, and you have several display options to choose from. Here, we're using Accordion.

5. Site Notes

   Last Updated: 05/26/2026 in Accounts Home Notes
   Pathway:  Customer > Search - Account This article details notes that are available at the site level. Site Level notes will display ONLY on the site they were added to. Permissions The following permissions are required ...

6. Disposal Activity

   Last Updated: 05/26/2026 in Operations Home

7. General Information Home

   Last Updated: 05/26/2026

8. Release Notes Home

   Last Updated: 05/26/2026
   Version Links Version 67 Version 66 Version 65 ...

9. Customer Portal Home

   Last Updated: 05/26/2026

10. Reporting Home

    Last Updated: 05/26/2026

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