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An issue has been resolved where the Rate Update Batch did not load when multiple comma-separated Account IDs or Site IDs were entered. The batch now loads correctly when using multiple IDs. Pathway: Sales > Rate Update Batch ...
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An issue has been resolved in Unapplied Management where the values in the 91–120 aging buckets did not match the corresponding values in AR History . The values now align correctly between both areas. Pathway: Accounting > Unappli...
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An issue has been resolved where selecting the Invoices link from an emailed receipt opened a blank page instead of displaying the corresponding invoice details. The link now correctly opens the intended invoice information. Pathway: ...
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A new Automatic Routing & Sequencing field has been added to Line of Business Setup to support automatic routing in Route Management and includes the following setting options: Disabled: Select this option to disable automatic routing. W...
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Last Updated: 11/06/2025
in Setup Home Services
Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
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In the Pending screen of Route Management, users can review pending stops and assign them the Suggested route the system has determined. For lines of business with Automatic Routing & Sequencing enabled, route assignment can be streamlined, ...
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Last Updated: 11/06/2025
in Setup Home Setup - Other
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 enhance operational efficiency. IMPORTANT - Submit a Ticket Re...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays sites and their associated services that have not yet been assigned to a route. Once a site's services are posted to a route, the site is removed from th...
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Pathway: Operations > Route Management > Current (Tab) ChatGPT said: The Current tab displays a list of service locations (stops) assigned to a route. Changes made to a stop from this tab are permanent. For one-time changes...
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Pathway: Operations > Route Management (Current tab) Use the Export and Import feature to modify routes externally, then import them back into Route Management to post the routing changes in the system. Permissions The fol...