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Pathway: Accounts > Search > Accounts Tasks can be added to a customer's account whenever follow-up, further review, or any actions necessary for the successful management of the account. The Add Task tool enables users to create and assign...
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Pathway: Accounts > Search (Accounts) > Calendar (Section) The Customer Calendar tool provides a comprehensive overview of actionable items associated with an account. It tracks and displays users who have accessed the account and of...
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Last Updated: 11/21/2024
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, o...
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Last Updated: 11/20/2024
in Accounts Home Accounts Screen
Pathway: Account > Search > Select Account The current status of a site is shown in the Site Details section of the Customer Service screen. Click the status to open the Site Status History popup editor, where you can view the status ...
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Last Updated: 11/19/2024
in Accounts Home Accounts Screen
Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Ac...
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Last Updated: 11/18/2024
in Setup Home Services 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 specific ...
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Last Updated: 11/18/2024
in Setup Home Services The following article details the process of setting up an inactivity rental fee to charge on-call services with. Each section outlined below is a required part of setup and includes a description and link to the full documentation it relates to. ...
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Pathway: Accounts > Search > Account (Customer Service Screen) > Orders, Quotes and Contracts
This article details the process of creating a service contract. A service contract is a legally binding agreement between a service provi...
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In GL Transaction Processing, merchant activity is now distinguished from non-merchant activity with the introduction of a new 'Credit Card/eCheck Batch' type. Pathway: Accounting > GL Transaction Processing ...
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In Bill Group Setup, the 'Anniversary 30 Day' option has been removed. In Service Code Setup, the Proration Method field has been updated to display only the options 'Calendar Days - Start and End' and 'Do Not Prorate' when the UOM is set to '4 we...