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Last Updated: 12/22/2025
in Setup Home Services
This article explains how to set up surcharges and surcharge groups. Surcharges are additional fees applied to services, and are assigned to a site's billing setup (if applicable) through a Surcharge Group—a collection of surcharges that apply to ...
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Last Updated: 12/22/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search (Account) > Customer Service Screen Permissions Permission ID Permission Name 5 View Account 6 View Site 41 View AR History 59 Search Ac...
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Last Updated: 12/22/2025
in Accounts Home Accounts Screen
Pathway: Accounts > Search - Customer Service Screen Efficiently modify details for either a parent account or a site by using right-click functionality to access the account and site editor screens. Permissions The follo...
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Last Updated: 12/18/2025
in Setup Home Setup - Other
Pathway: Setup > Operations > Holiday Schedule The Holiday Schedule Setup tool is used to create, schedule, and update holiday dates. Scheduled holidays display in red on the customer service calendar to help users identify holiday...
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Last Updated: 12/18/2025
in Accounts Home Services
Pathway: Accounts > Active Services Shared services enable a single service to be split among multiple sites at the same location, such as businesses within a commercial building. Each site is billed individually for its share, using ...
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Logic has been updated to recognize newer U.S. area codes, including area code 557 (introduced in August 2022). This ensures valid phone number formats are accepted when adding and editing contacts and are no longer incorrectly flagged as invalid....
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Last Updated: 12/16/2025
in NavuNav NavuNav Android
The following article provides an overview of the NavuNav features, specific to the NavuNav Android Driver application. Logging In Clock In As soon as the driver logs in, they will be prompted to Clock In. Start Time here is...
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Pathway: Operations > Equipment Maintenance Equipment Maintenance is used to track and record the maintenance schedules and progress for trucks and equipment. Setup is required in Setup > Operations > Equipment Maintenance to accurat...
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Last Updated: 12/15/2025
in Setup Home Operations
Pathway: Setup > Operations > Equipment Maintenance > Maintenance Plan The Equipment Maintenance Plan Setup screen combines the equipment maintenance configurations added in Work Code and Parts and Supplies to establish a comprehen...
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Last Updated: 12/15/2025
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...