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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts The following article details how to edit or end an active service for a site. Permissions The following permissions are are required to edit and end an active service: Permissio...
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Last Updated: 12/02/2024
in Accounts Home Services
Pathway: Customer > Search > Accounts Active Services display on the Customer Service screen within the Active Services section as well as in the Calendar on the servicing date. This article provides a basic understanding of the active...
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Last Updated: 12/02/2024
in Accounts Home Services Pathway: Customer > Search > Accounts Add an active service to a site using the 'Add Active Service' editor. After a service has been added it will display in the Active Services section on the Customer Details screen where it can be exp...
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Last Updated: 12/02/2024
in Accounts Home Add Accounts
Pathway: Customer > Add Account Before adding a new account, consider searching for the account to verify one hasn't already been created. Otherwise, upon selecting 'Create Account' the system will check for duplicates . In the ...
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Last Updated: 12/02/2024
in Accounts Home Add Accounts
Pathway: Accounts > Add Account This article captures the descriptions for the fields that display when a new account is created. If the status of the account is "Prospect," the Billing section is hidden from view. Per...
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Last Updated: 12/02/2024
in Accounting Home Billing
The 28-day anniversary billing system operates on a cycle that initiates billing every 28 days from the first billing date after the start of service. This document outlines the essential components of the 28-day billing setup, including the logic...
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The calendar's timestamp has been updated to align with the time zone configured for the division associated with the site. Pathway: Accounts > Customer Service Screen ...
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In Route Setup, the Line of Business label in Update Route has been renamed to Primary Line of Business . This label now appears in the Line of Business tab to clearly indicate the primary line of business for a route. Additionally, a count of al...
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The following enhancements have been applied to the Active Service screen: Delivery and removal workflow fields are now hidden when 'Company' is not selected for Equipment Ownership, as the company is not responsible for the delivery or removal of...
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The Route Management map now displays the route number alongside the corresponding day of the week for each stop. Pathway: Operations > Route Management ...