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Last Updated: 03/12/2024
in Setup Home Sales Pathway: Setup > Sales > Competitor Use the Competitor Setup tool to enter competitor details that can be used in lead and prospect tracking dashboard tools. Add a New Competitor When new competitor information is added, i...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Yard Yards are used for inventory management and are available to be assigned to a route's start and end locations to plan the route between. Additionally, Route Optimization uses yard information to sequence...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Vehicle Inspection Type The Vehicle Inspection Type Setup facilitates the creation of driver-completed pre and post-trip inspections, which are important for determining the operational condition of a truck. U...
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Last Updated: 03/12/2024
in Setup Home Operations Pathway: Setup > Operations > Truck The Truck Setup tool is used to add and edit the trucks a company uses to collect waste. Upon open, all trucks are listed. Use the Division and Line of Business filtering options located at the top of th...
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The following article outlines system setup requirements for successful use of the Manifest Consolidation tool in the Operations module. Setup: Disposal/Ship Location Pathway: Setup > Operations > Disposal/Ship Location The Disposal...
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Last Updated: 03/11/2024
in Setup Home Operations Pathway: Setup > Operations > Equipment Class The Equipment Class Setup tool categorizes equipment type properties, such as wheel type, lid, etc., by class. This classification allows it to be linked to an equipment type and recorded when...
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Last Updated: 03/11/2024
in Accounts Home Services Pathway: Customer > Search > Accounts The following process applies to scheduling On-Call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your compa...
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The following article details the required setup components for customers to pay their invoices and account balances using the automatic payment system. Bill Group Setup Pathway: Setup > Accounting > Bill Group In the Settings tab fo...
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An issue has been resolved that prevented an updated address to a Yard from saving. Pathway: Setup > Operations > Yard ...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed fro...