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An issue has been resolved that caused the Months at Current Rate filter in Site Service Rate Update Batch from saving and returning results. Pathway : Sales > Rate Update Batch ...
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An issue has been resolved that was preventing the material set as the Default Inbound Material at the facility from appearing as the default when a new inbound work order is created. Pathway: Setup > Operations > Facility | Oper...
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Last Updated: 02/23/2026
in Accounts Home Order Processing
Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adj...
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Last Updated: 02/23/2026
in Setup Home Operations
Pathway: Setup > Operations > Truck Type Truck Type Setup establishes and defines the distinct types of trucks utilized within the system and assists in turn-by-turn navigation by restricting the road options available to a specific truc...
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Last Updated: 02/20/2026
in Setup Home Operations
Pathway: Setup > Operations > Facility The following article details the tab-set in the Facility Setup tool. Setup here is used for the creation of Disposal/Ship records and is also utilized by the Disposal Activity tool in Operations....
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An issue has been resolved where the on-screen keyboard blocked the Add Ticket Image button on the Disposal screen in Portrait view and caused certain disposal fields to not display correctly on Android tablets. ...
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Last Updated: 02/19/2026
in Setup Home Operations
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...
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Last Updated: 02/19/2026
in Accounts Home Accounts Screen
Pathway: Accounts > Search > Attachments Icon Create a Blanket Purchase Order for an account to bill recurring services, manual charges and on call orders to. Blanket Purchase Orders can be limited to a specific site under the account,...
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To give scale operators better visibility into a customer’s purchase order usage and help prevent overages, four new columns have been added to the Purchase Orders screen: Weight Limit , Weight to Date , Volume Limit , and Volume to Date . The...
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Pathway: Operations > Inbound / Outbound > Inbound (tab) For cash-pay customers, consider using the following inbound scale process to ensure all transactions are captured and to enhance scale house efficiency. For more information on s...