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Pathway: Accounting > AR Aging Management The AR Aging Management screen categorizes a company's accounts receivable according to the length of time an invoice has been outstanding. In addition, users can take action on targeted past-d...
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The Create On Call Order pop-up editor has been updated to include the following information: Site ID, Name and Address EPA (if one exists) Terms / Payment Required Phone number Contact (account contact, if one exists) Business Hours - a...
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Last Updated: 02/03/2025
in Accounts Home Services
Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' pop-up editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it c...
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Last Updated: 02/03/2025
in Sales Home CRM Sales Workflow
Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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Last Updated: 01/29/2025
in General Information Home
Pathway: User Profile Menu Screen sharing in Navusoft allows users to view another user's screen securely without sharing login credentials. This feature operates exclusively within the Navusoft application, ensuring that other brows...
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This article provides an overview of basic navigation within the Navusoft product. User Account Select the user account drop down to log out, edit your screen display and account information, or to reference the system version yo...
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Pathway: Accounts > Search > Accounts screen This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item type: Invoice, Payment and Adjustme...
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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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Pathway: Customer Portal > Manage Auto Pay This article provides an overview of the Manage Auto Pay feature available to customers on their portal account. Setup Requirements/Logic The account must be in an Act...
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Last Updated: 01/28/2025
in Operations Home Dispatch Pathway: Operations > Dispatch Print route sheets directly from the Dispatch screen using one of the available Route Sheet formats. Permissions The following permissions are required to print route sheets: Permission...