Updated Articles

  1. Account Status Changes

    Pathway:  Accounts > Search > Account An account status indicates the present state or condition of a customer account within a business. When accessing an account, the current status is visible in the account section of the custome...
  2. Inbound Ticket Creation (Scale)

    Pathway:  Operations > Inbound / Outbound Before using the Inbound / Outbound screen, specific scale-related setup requirements must be completed. Refer to the Scale-In Setup article for necessary setup information.  Permiss...
  3. Inbound / Outbound (Operations) - Option to Capture a Signature for Scale Transactions Without Payment Added (20441)

    The ability to capture a signature for all scale transactions when a payment does not exist has been added to Edit Work Order . For this, the following logic is used: The work order must have an Inbound or Outbound event type and marked as Comp...
  4. Truck (Setup / Operations) - New RFID tag field added for Trucks (20477, 20420, 20753)

    A new RFID (Radio Frequency Identifier) field has been added for inventory management including trucks (internal or 3rd party) and serialized equipment. This allows tracking of trucks and serialized equipment using its associated RFID transponder ...
  5. 3rd Eye Integration and Setup

    This article outlines the three types of integrations available between Navusoft and 3rd Eye . Server to Server Features Service Verification & Exceptions Sync Marks a WO with the resulting 3rd Eye Status - Either “Comp...
  6. Customer Portal Views

    Pathway:  Setup > Account > Account Class; Customer Portal Customer Portal Home Page  The view presented to customers upon logging into their portal account is the Customer Portal Home Page and is configured at the Account Class level. Sy...
  7. Automatic Credit Hold Setup

    This article explains the process of automating credit holds for past-due accounts. It's crucial to ensure compliance with local and regional regulations  when applying credit holds and managing charges for accounts under such restrictions. ...
  8. Dispatch Views

    Pathway:  Operations > Dispatch In Dispatch, a grid view drop down is available and controls what route data is displayed on the screen subject to the date(s) and filters applied. Using different views, users can quickly navigate betwe...
  9. Dispatch Basics

    Pathway:  Operations > Dispatch The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen incl...
  10. Scale Photos (NavuNav)

    Pathway:  NavuNav > Scale Photos [Application]  The NavuNav Scale Photos application, similar in design to Navusoft’s Inbound/Outbound screen, allows scale operators to quickly create inbound scale tickets from a mobile device. By ena...