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A new Automatic Routing & Sequencing field has been added to Line of Business Setup to support automatic routing in Route Management and includes the following setting options: Disabled: Select this option to disable automatic routing. W...
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Last Updated: 11/06/2025
in Setup Home Services
Pathway: Setup > Services > Line Of Business Line of Business is the categorization of related services within a company's operations. It represents distinct divisions or segments of the company's operations that are dedicated to specifi...
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In the Pending screen of Route Management, users can review pending stops and assign them the Suggested route the system has determined. For lines of business with Automatic Routing & Sequencing enabled, route assignment can be streamlined, ...
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Last Updated: 11/06/2025
in Setup Home Setup - Other
The following article details how to use Route Optimization in Dispatch. Route optimization is an added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency. IMPORTANT - Submit a Ticket Re...
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Pathway: Operations > Route Management > Pending (tab) The Pending tab displays sites and their associated services that have not yet been assigned to a route. Once a site's services are posted to a route, the site is removed from th...
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Pathway: Operations > Route Management > Current (Tab) ChatGPT said: The Current tab displays a list of service locations (stops) assigned to a route. Changes made to a stop from this tab are permanent. For one-time changes...
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Pathway: Operations > Route Management (Current tab) Use the Export and Import feature to modify routes externally, then import them back into Route Management to post the routing changes in the system. Permissions The fol...
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Pathway: Operations > Route Management
The Route Management tool includes three tabs designed to manage both new and existing stops on a route. To ensure no pending stops (scheduled services not yet assigned to a route) are ove...
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The Credit Card / ACH Reconciliation screen has been updated to include settlement details and chargeback data for Cardpointe. Additionally, some field names have been updated, though the underlying logic remains the same. Please review the docume...
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Last Updated: 11/04/2025
in Accounting Home
Pathway: Accounting > Credit Card / ACH Reconciliation The Credit Card/ACH Reconciliation screen offers a clear and detailed record of all credit card and ACH transactions for a specified time period. The displayed results are based o...