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The logic for the notification icon indicating when a customer has viewed the invoice has been updated. The email icon will turn green (indicating the invoice has been read) under the following circumstances once the invoice is viewed from: The...
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The logic governing the Quantity field in 'Create On Call Order' has been updated to display either null or '1' depending on the service quantity. Null/blank is displayed if the service quantity is greater than "1." "1" is displayed if the servic...
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Pathway: Operations > Inventory Management The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid. The upper grid pre...
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The tooltip that displays for nearby service locations to a searched location has been updated to include its Service Region and Tax Region information. Pathway: Accounts > Search ...
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Pathway: Operations > Resource Scheduling > Resource Calendar The Resource Calendar offers a comprehensive overview of worker availability, route statuses, and availability conflicts across all routes. It provides valuable information re...
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Last Updated: 03/20/2024
in Operations Home Split Orders Pathway: Accounts > Search > Work Order/Invoice/Reference/PO The following article details how to create split orders. Split Orders are created when a (parent) work order has an uncompleted task (such as returning the yard box back to the ...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipeline > Leads The Pipeline Leads tool provides sales representatives with the information they need to identify and target new customer s based on previously collected prospect information. This tool only includes le...
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Last Updated: 03/19/2024
in Sales Home Pipelines Pathway: Sales > Pipelines > Opportunities The Pipeline Opportunities tool serves as a means to monitor and oversee prospects who have received a proposal and estimate the potential revenue these prospects could generate. Unlike quotes, proposa...
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The formatting of the email notification that a user receives when a service agreement has been signed has been enhanced. Pathway: Sales ...
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Last Updated: 03/19/2024
in Operations Home Dispatch Pathway: Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate between...