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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, wh...
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The Non-Geocoded Service Addresses screen has been updated to include a geocoding type drop down with options: Use Account Class Default Roof Top Street Side If 'Use Account Class Default' option is used, it will look at the Default Ge...
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We've resolved an issue with the Route Optimization Results Map in Route Management where site pins were not displaying. This issue was isolated to route optimization within Route Management and did not affect optimization results run from the Dis...
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Last Updated: 05/20/2026
in Setup Home Account Pathway: Setup > Account > Contact Role
Contact Role Setup allows users to create different contact roles providing the ability to filter contacts by certain role types.
Field Descriptions Fields
De...
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Last Updated: 05/20/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Term
Term Setup establishes the payment terms on an invoice to indicate when payment is due.
Field Descriptions Fields
Descriptions
Term ID Required ...
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Pathway: Accounts > Search > Customer Service Screen > AR History
This article explains how to access account transactions by right-clicking within a line item's row. The available options vary depending on the line item...
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Permission 486 (Void Rebate / Refund Check) has been added to limit users from being able to void a rebate or refund a check at the transaction level. If the user does not have permission 486 in addition to not having its parent permision,...
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Last Updated: 05/19/2026
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: 05/19/2026
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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Last Updated: 05/19/2026
in Accounts Home Services
In Navusoft, rebates can be configured in three flexible ways: as a percentage, as a flat amount added on top of an index, or as a percentage of an index after a defined baseline. This allows rebate structures to be tailored to spe...