Updated Articles

  1. Edit Account and Site Information

    Pathway:  Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens.  Permissions The follo...
  2. Site Details (Accounts) - Site Not Found Error Resolved (19354)

    An issue has been resolved that caused a 'Site Not Found' error when an edit was made to the Bill Group field.  Pathway: Customer Service Screen > Site Details ...
  3. Site Details (Accounts) - Tax Code Not Validating (15624)

    An issue that caused errors when validating tax regions for certain addresses has been resolved. Pathway: Customer Service Screen> Site Details ...
  4. Line Of Business

    Pathway:  Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
  5. Charge Code Setup

    Pathway:  Setup > Services > Charge Code Charge Codes establish the charges available to a line of business and are used when billing for a service. This is the first step in setting up charge codes for use in active services, work orders...
  6. Service Code Setup

    Pathway:  Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
  7. [75.1 Release] AR History (Accounts) - Addition of Service Minimum on Invoices (18725)

    If a service has an applicable recurring minimum charge, it will display as a separate line item when not included in a charge grouping on the following: Printed Invoice Estimate Invoice Invoice Detail  ...
  8. NavuNav (Android) - 3rd Eye Menu Option Setup (19247)

    In NavuNav (Android), if 3rd Eye is not designated as the truck’s camera system in Truck Setup, the 3rd Eye option will not appear in the application menu. Pathway: Setup > Operations > Truck ...
  9. NavuNav (Android) - Logic Updated to Image Upload (19239)

    Previously, when a user selected an image uploaded from NavuNav, it was downloaded instead of opening as a preview in a new tab. This issue has been corrected in NavuNav, and images now open in a new tab as intended in Dispatch. Pathway...
  10. NavuNav (Android) - Map Centering Update on Stop List Screen (19276)

    An issue has been resolved that caused the map to recenter over Europe after completing menu actions such as recording downtime or capturing a a signature on stops.   ...