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Last Updated: 04/09/2026
in Setup Home Operations
The Work Accomplished Code Setup defines the standardized codes used to describe the specific tasks completed during equipment maintenance. Codes created here populate the Work Accomplished Code drop down in the Labor tab of an equipment mainten...
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Last Updated: 04/09/2026
in Setup Home Operations
The Equipment System Setup screen lets you define the major systems of your equipment, such as hydraulic, compaction, engine, brake, or PTO systems. Entries made here are available in the Parts and Supplies tab when adding or editing an equipmen...
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Last Updated: 04/09/2026
in Setup Home Operations
Pathway: Setup > Operations > Equipment Maintenance > Parts and Supplies The Equipment Maintenance Parts Setup screen is used to record the inventory of parts required for maintenance and repair activities on a truck. The screen con...
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Last Updated: 04/08/2026
in Setup Home Account Account Class
Pathway: Setup > Account > Account Class > Finance Charges and Other Fees This article explains how to configure finance charges and other fees, which can be applied to an account's invoice during billing. To allow flexibility across acc...
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Last Updated: 04/08/2026
in Setup Home Account
Pathway: Setup > Account > Note Type Note Type Setup is used to create various note types available for selection when adding a note via the 'Add Note' option on the customer service screen calendar. Permissions The fol...
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Last Updated: 04/07/2026
in Database Home
Pathway: Database > Database Query A database query is a request for specific information from modeled data sources in the database. It allows you to retrieve, export, and review data stored in the database by specifying certain criteria...
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Last Updated: 04/01/2026
in Accounts Home Add Accounts
Pathway : Customer Service Screen (Accounts)
To accommodate accounts with multiple sites where each require a separate AR History, an account can be established as a “Parent” account with child accounts linked to it. This allows ea...
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Last Updated: 04/01/2026
in Accounts Home Services
Pathway: Accounts > (search Account) > Transfer Services The Transfer Services too l is available in the Active Services section and is used to transfer the services t o from one site, or account, to another. Because tra...
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Pathway: Operations > Site Geocoding & Service Time Site Geocoding is the process of assigning precise geographical coordinates (latitude and longitude) to a service location ( Site ). This creates a digital "pin" on the map, whic...
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Geocoding typically happens automatically when an address is selected from the system’s validated list of addresses during account creation. However, if this doesn't happen or f or new construction, cross-streets, human error, or locations Goog...