-
Last Updated: 12/03/2024
in Accounts Home Notes
Pathway: Customer > Search - Accounts The Customer Service screen provides access to a variety of ways notes can be added to accounts/sites, services and work orders. This article provides an overview on the different note types with l...
-
Pathway: Customer Portal > Manage Automatic Payment The Manage Automatic Payments screen allows users to activate automatic payments, choose the frequency and payment method, and input payment details. Manage Automatic Payments Fie...
-
Pathway: Customer Portal > Invoice and Payment History The Invoice and Payment History screen enables customers to view, print, and export invoice and payment details associated with their account. Screen Descriptions ...
-
Last Updated: 12/03/2024
in Customer Portal Home
Pathway: Setup > Account > Account Class; Customer Portal Customer Portal Home Page The view presented to customers upon logging into their portal account is determined by the account class. Within the account classes setup, system us...
-
Last Updated: 12/03/2024
in Customer Portal Home
Pathway: Customer Portal > Reports/Documents The "Reports/Documents" button enables users to search for reports and documents associated with the selected account and service locations within a specified time frame. To enable accessibili...
-
Last Updated: 12/02/2024
in Accounts Home Order Processing
Pathway: Accounts > Order Processing The Order Processing screen offers a platform to review new customers (and their services), service changes for existing customers and online on-call orders received from the portal. It allows for adj...
-
Last Updated: 12/02/2024
in Setup Home System
Pathway: Setup > System > Division This article outlines the setup of a Division, which serves as a distinct operating unit for organizing accounts. It plays a key role in streamlining operations, billing, and reporting processes. ...
-
Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer Service Screen > Site Details > Site Status From the Customer Service screen, users can place sites on a Vacation Hold status to prevent unnecessary service charges and maintain operational efficiency on routes. ...
-
Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer Service Screen > Active Services (Section) This article focuses on linking site services. When an active service is added to, or already exists on an account, users can link additional services such as a "locking ba...
-
Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer > Search > Accounts The following process applies to scheduling On-Call orders. Fields in red are required and must be completed in order to save and schedule the order. Fill in any additional fields based on your compa...