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The Equipment tab in Site Inventory has been updated to include similar logic used by the Inventory Management tool when adding or adjusting site inventory. Review the Related Articles links at the bottom of this page to learn more. Path...
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The 'Quick Pay' and 'Make Payment' screens within the Customer Portal have undergone enhancements, including updates to the Process Payment button logic. Now, this button remains disabled until a payment method is selected. ...
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Different pricing models are available in the Pricing Models drop down on the Add Service Code screen. For more information including the setup process, submit a ticket request to Navusoft. Pathway: Setup > Services > Service Code ...
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Last Updated: 08/23/2023
in Setup Home Sales Pathway: Setup > Sales > Lead Source The Lead Source Setup screen includes a pre-populated list of lead sources that are used to identify how a lead originated when it is created for a potential sale. Additionally, this screen offers the f...
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An issue has been resolved that prevented the summary of waste from printing on the Consolidation Manifest. Pathway: Operations > Manifest Processing > Manifest Consolidation > right click - Print Manifest ...
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Rate Update Batch has been updated to display an error if a site included in the batch update has a future services change. Hover over the record to display the tooltip for the error. Pathway: Sales > Rate Update Batch ...
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Pathway: Reports > Standard Reports > Operations > Disposal Detail Run the Disposal Detail report to review an itemized breakdown of total disposal costs for a customer within a specified date range and the selected filter parameters. De...
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The following filter options have been added to the Bulk Email tool for the Site Active Services entity: Line Of Business Service Code Material Type Pathway: Database > Send Bulk Email ...
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A new "Productivity" option has been added to the view drop down on the Services List screen in Dispatch. Pathway: Operations > Dispatch ...
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An enhancement has been made to add State ID to the Source Location tab in the Service Record. In addition, the Source Location search box has been expanded to include the ability to search by State ID. Pathway: Accounts > Search > A...