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An issue related to trucks with more than one Line of Business assigned to them not displaying for all lines of business on the Route Record screen has been resolved. Pathway: Operations > Dispatch ...
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Last Updated: 09/07/2023
in Sales Home CRM Sales Workflow Following the creation of a prospect account and a lead, proposals and service contracts can be created. Prerequisites Review the following article before continuing further: Create Prospect Accounts and Leads (CRM Workflow) Proposals ...
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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 success...
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Pathway: Setup > Services > Default Pricing > Service Code This article details the process of defining a default rate for a service code. When a default rate is established, the rate is automatically applied when a service is added to a s...
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A new Inventory Management screen has been added to the Operations module. The Inventory Management screen effectively tracks and manages equipment inventory at yards and sites. This screen functions through two grids: an upper grid and a lower grid...
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Import Inventory functionality has been removed from Database > Import and added to the Inventory Management screen in Operations. This feature requires the following permissions to import: 423 Import Inventory 449 Inventory Management CSV C...
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Last Updated: 09/06/2023
in Accounts Home Accounts Screen Pathway: Account (Customer Service Screen) > Display Inventory > Trucks (tab) The Trucks tab is part of the scale process and enhances the efficiency of the disposal ticket workflow. If you wish to learn further information about Scale, ...
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The "Require Deposit Amount" field on the Add Proposal screen has been renamed to "Payment Required at Customer Signature" and has been updated to include the following options: Not Required Customer and Sales Rep can sign the contract without co...
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A previous issue with the Route Dispatch Map not allowing users to save a Work Status change when the polygon tool was used has been successfully resolved. Pathway: Operations > Dispatch ...
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On the Cancellation Requests screen, the Site Name column has been renamed to 'Site'. Pathway: Sales > Pipelines > Cancellation Requests ...