Updated Articles

  1. Import Inventory

    Pathway:  Operations > Inventory Management The Import Inventory tool is used to mass import equipment inventory from an external CSV file into Navusoft. This article details that process and includes the CSV file requirements for a succe...
  2. Customer Portal Views

    Pathway:  Setup > Account > Account Class; Customer Portal Customer Portal Home Page  The view presented to customers upon logging into their portal account is the Customer Portal Home Page and is configured at the Account Class level. Sy...
  3. Account Status Changes

    Pathway:  Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the custome...
  4. Automatic Credit Hold Setup

    This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations  when applying credit holds and managing charges for accounts under such restrictions. ...
  5. Dispatch Views

    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 navigate betwe...
  6. Dispatch Basics

    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 incl...
  7. Role Setup

    Pathway:   Setup > System > Role Roles in the Navusoft application serve as collections of permissions necessary for users to access and operate within the system. Navusoft offers a predefined set of roles that are readily available f...
  8. Scale Photos (NavuNav)

    Pathway:  NavuNav > Scale Photos [Application]  The NavuNav Scale Photos application, similar in design to Navusoft’s Inbound/Outbound screen, allows scale operators to quickly create inbound scale tickets from a mobile device. By ena...
  9. NavuNav Screen Overview (Android)

    The following article provides an overview of the NavuNav features, specific to the NavuNav Android Driver application.  Logging In Clock In  As soon as the driver logs in, they will be prompted to Clock In.  Start Time here is...
  10. Dispatch (Operations) - Allow Multiple Vehicle Inspections (19588)

    Multiple vehicle inspections are now distinctly captured on the Route Data Entry view of the Dispatch screen for instances when more than one truck is used for a given route/driver. Different timestamps for each Pre/Post trip inspection are disp...