-
Pathway: Operations > Route Management
The Route Management tool is used to manage new and existing stops on a route and should be included in daily operation activities. This article details the functionality and purpose o...
-
Pathway: Operations > Route Management > Pending (tab) The Pending tab displays a list of service locations and their associated schedule records that have not been posted to a route. Once assigned a route, the location can be viewed f...
-
Last Updated: 11/05/2025
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...
-
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...
-
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...
-
Previously, in some cases, adding a new charge code to an active service could cause the code to apply to all work orders, ignoring the intended work type setup. This has been corrected so charge codes now apply only to their designated work types. ...
-
Previously, even when “Enable Negative Amount” was set to No for a charge code (Setup > Services > Charge Code), users were still able to enter negative Per Unit rates when editing a service record. This has been resolved, and a popup message wi...
-
In the Work Order Label Query , the Equipment Type Name and Material Type Name columns have been updated to display their corresponding values. Pathway: Database > Database Query ...
-
In Account Class Setup, the Default Bill By Site column in the summary grid has been corrected to display the default setting for each account class. Pathway: Setup > Account > Account Class ...
-
The following updates have been made to the Current Route Map in Route Management: The Current Route Map has been updated to display the abbreviation for Thursday as "H" on map pins. An issue has been resolved that caused all pins on the sc...