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Last Updated: 07/22/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and are assigned to a site's billing setup (if applicable) through a Surcharge Group—a collection of surcharges that apply to ...
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Enhancements have been made to service days-based proration methods in the version 75 release.
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Posting status logic within the service record has been updated, affecting the following permissions: 341 (Change Work Order to Ready to Post), 342 (Change Work Order to Posted), and 472 (Reverse Work Order Posting Status). Scenario Examples ...
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New query fields have been added to Database Query across the following entities: Active Services Query Billed Through Date Inactivity Rental Free Days Default Destination ID Inactivity Rental Rate Active Services Charge Rat...
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Engine hour tracking has been added to the following screens: Dispatch and Truck Productivity In Dispatch, an Engine Hours column has been added as a hyperlink that opens the Truck Productivity screen (formerly Truck Odometer). Within the Tr...
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Last Updated: 07/21/2025
in Sales Home Rate Update Batch
Pathway: Sales > Rate Update Batch The Rate Update Batches 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 rates are updated in: Site Serv...
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Pathway: Accounting > AR Payment Batch The AR Payment Batch screen consolidates and manages payments received from accounts. When a payment is received, users can apply it to the account in an existing open AR batch, or create a new batc...
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Last Updated: 07/21/2025
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 univ...
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Last Updated: 07/21/2025
in Customer Portal Home
Pathway: Accounts > Contacts Grant contacts access to their customer portal account by following the process outlined below. Contacts can be added at either the site level or account level, depending on the level of access you want ...
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Last Updated: 07/21/2025
in Accounts Home Account Menu
Pathway: Accounts > Search: Account > Account Menu > Send Email In the account menu drop-down of the Customer Service screen, the Send Emai l feature allows users to directly email account contacts or others for reasons regarding the...