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Last Updated: 01/12/2024
in Sales Home Rate Update Batch Pathway: Sales > Rate Update Batch The Rate Update Batch tool is used to mass update rates for sites by either a percentage or an entered value amount. This tool offers two options to create a batch: Site Service Batch or ...
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The Billing Batch screen's Auto Pay Enrolled column has been enhanced to display details of the values listed in the column with a tool tip. Hover over the value and the details will be displayed. Pathway: Accounting > Billing ...
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Last Updated: 01/11/2024
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 Acc...
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Last Updated: 01/11/2024
in Operations Home Dispatch Pathway: Operations > Dispatch The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen include: r...
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Last Updated: 01/08/2024
in Operations Home Dispatch Pathway: Operations > Dispatch Reassign the route for service record(s) individually or in bulk using the tools available in the Services List screen accessed through Dispatch. The processes outlined here assumes a route is already i...
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Last Updated: 01/05/2024
in Accounts Home Add Accounts Pathway: Account > Add Account
Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting Create Account the system will check for duplicates. In the A...
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Last Updated: 01/05/2024
in Accounts Home Add Accounts Pathway: Customer > Add Account Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting 'Create Account' the system will check for duplicates. In the Add ...
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Previously, when viewing a site, the Active Services section of the screen was taking longer to load than usual. This has been resolved. Pathway: Accounts > Search > Accounts ...
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Previously, in the Route Management Pending tab, when a new route was set and the 'Post' button was clicked, the route would post successfully, but the screen would persistently show "updating." This has been resolved. Pathway: Operatio...
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The issue with the Per Unit work order charge rate has been resolved. Specifically, if a user changed the rate from a previous amount back to the default rate of $0.00 the change did not stick. Pathway: Accounts > Search > Account...