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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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Last Updated: 05/12/2026
in Accounts Home Services
Pathway: Customer > Search > Accounts
The following process applies to scheduling on-call orders. Unlike recurring services, on-call orders are not permanently routed.
When viewing a customer's site, on-call...
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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. ...
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A Delivered Services Only filter was added to the Pending tab on the Route Management screen to improve prioritization of scheduled services over services that have not had their service equipment delivered. In addition, a new Delivery Date ...
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Last Updated: 05/11/2026
in Sales Home Rate Update Batch
Pathway: Sales > Rate Update Batch
The Rate Update Batch 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 Se...
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An issue has been resolved that caused charge code quantities to be set back to '0' after saving the ticket and going back in to record the Tare / Out weight. Pathway: Operations > Inbound / Outbound ...
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Last Updated: 05/11/2026
in Setup Home Operations
Pathway: Setup > Operations > Work Type The Work Type Setup screen is used to define and manage service transaction types by line of business. Examples include missed pickup, dump and return, removal, and relocate. During scheduling, t...
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The SAP Export for a GL Batch has been updated so that the export is in excel format (instead of csv format) and the blank rows between row 3 and the header have been removed. This creates a more efficient path for importing into SAP. Pa...