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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: 05/13/2026
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: 05/12/2026
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. ...
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Pathway: Accounting > GL Transaction Processing GL Transaction Processing consists of four screens that allow you to review all transactions posted in Navusoft by GL Account, and create new GL batches to post to your general ledger. ...