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Last Updated: 05/13/2026
in Customer Portal Home
Pathway: Customer Portal > [Create Order] The Create Order feature in the Customer Portal allows customers to request a service that has not yet been scheduled. Given specific account requirements have been met, users can quickly ...
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Last Updated: 05/13/2026
in Customer Portal Home Explore the key setup areas that influence the performance and usability of the Customer Portal. System Options Setup Pathway: Setup > System > System Options > Customer Portal (tab) Configurations made in System Options are univer...
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Last Updated: 05/13/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts
The following process applies to creating on-call orders. Unlike recurring services, on-call orders are not permanently routed. Within the application, on-call orders can be created in thre...
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Last Updated: 05/12/2026
in Operations Home Dispatch
Pathway: Operations > Dispatch > Route Optimization Icon The following article details how to use Route Optimization in Dispatch . Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to...
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Last Updated: 05/12/2026
in Operations Home Dispatch
Pathway: Operations > Dispatch > Select Truck/Select Driver Truck Calendar The Truck calendar can be accessed via the Dispatch screen and provides visibility into truck-specific engine and route details. Upon selection of a truck from...
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Last Updated: 05/12/2026
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 na...
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Last Updated: 05/12/2026
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 in...
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Pathway: Operations > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, whic...
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Last Updated: 05/12/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class Account Class defines the billing and payment processing criteria for an account or group of accounts. It is assigned upon account creation and also serves as a filter for various reports and ...
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A Yard filter was added to the Dispatch screen allowing users to focus on operations from a single or a limited number of yards, if they choose. By default, the screen filters on 'No Yard Assigned'. Use the drop-down to select one more yards. ...