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Last Updated: 03/20/2026
in Accounts Home Service Records
Pathway: Accounts > Search: Account > Create On Call Order > Prepayment [link] The Prepayment option is a feature that can be used during the creation of an on-call order to collect payment before a service is started. This allows for ...
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Last Updated: 03/20/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts The following process applies to scheduling on-call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your com...
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Pathway: Accounts > Blanket PO Management Access the Blanket Purchase Order Management screen to view both active and expired blanket purchase orders across all accounts and sites. Blanket Purchase Orders are managed at the account or ...
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Last Updated: 03/19/2026
in Setup Home Account Account Class The Convenience Fee feature allows businesses to add an optional fee to manual payments . This can help cover processing costs for payments made in person or over the phone. Convenience fees are set up at the Account Class level, so you can app...
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Last Updated: 03/19/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Accounts From the Account Details section of the Customer Service screen, click the attachments icon to add photos, documents, purchase orders, and waste profiles. The red item number alert displays a dynam...
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Last Updated: 03/19/2026
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scal...
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Last Updated: 03/19/2026
in Setup Home Operations
Pathway: Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste. Upon open, all trucks are listed. Use the Division and Line of Business filtering options located at the top o...
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A new RFID (Radio Frequency Identifier) field has been added for trucks (internal or 3rd party) which allows tracking between a truck and its associated RFID transponder tag. The field is not mandatory but if entered, the RFID must be unique. If...
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Pathway: Accounts > Search > Account From an account’s AR History screen, the option to Reverse/Transfer/Split payment is available to manually recorded payments (payments made in either cash or check form). Permissions The ...
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Last Updated: 03/18/2026
in Accounts Home Accounts Screen
Pathway: Account (Customer Service Screen) > Display Inventory > Equipment (tab) Site Inventory keeps track of the equipment and trucks used at a site. Users can use this feature to document equipment additions, removals, and transfers ...