Updated Articles

  1. Quick Add Account & Bundle

    Service bundles serve as location-specific packages of services, streamlining account and service setup by displaying only the options available in that area.  For additional guidance on setup requirements and enabling service bundles for customer...
  2. NavuNav (Android 6.6) - "Skip" Option Added to Clock Out Process (19373) [New Feature]

    In NavuNav version 6.6, users are provided the option to skip the Post-Trip inspection. When selected, the application will close automatically, and the user will be logged out. ...
  3. NavuNav (Android 6.6) - Logic Updated to Expand Availability of Disposal Entry (19518)

    In previous versions of NavuNav (Android), the Disposal Entry option was only available once a work order was marked Complete . In version 6.6, this functionality has been expanded to also display for work orders with an In Progress status. Dis...
  4. Release Version 74 [Archive]

    The release notes in this article correspond to version 74.   Screens and logic may have changed in newer versions. Home Screen Recent Activity and Sales Rep (Homepages) - Account Requests Column Updated (16929)  In the Recent Ac...
  5. Setup - Settings for Intercompany Billing Added (17053) [New Feature]

    Division Setup   Inter-company tab added Enable Disposal Billing field options: No Yes (Bill to Site for each transaction) Yes (Automated GL Batch) Bill to Site Includes a site search to direct billing to. Disposal Charge Code Disp...
  6. Refund Request Management (Accounting) - New Feature and New Screen Added (17305, 17425, 17499) [New Feature]

    A new Refund Request feature has been added to both the Customer Service screen and the Accounting module. Details about this feature, including setup, are outlined below. New Permissions Pathway:   Setup > System > Permiss...
  7. User Activities (Accounts) - Underlined Values to Clearly Identify Details Available (17178)

    The User Activity screen has been updated to better highlight activities with associated details. Clicking on an activity will display its details in the lower grid of the screen. Pathway: Accounts > User Activities ...
  8. Service Code Setup

    Pathway:  Setup > Services > Service Code Service Codes identify the types of services offered under a Line of Business and populate for selection in the Service Code drop down field when adding a service to a site or a proposal. Setup he...
  9. AR History Overview

    Pathway:   Accounts > Search > Accounts The AR History screen displays an account's balance for services they have received. In addition, AR History is used to manage the account's payment methods, post a payment and generate an ...
  10. Add a Service with a Daily Rental Fee

    Pathway:  Accounts > Add Active Service For site services with an on-call frequency, the option to apply a daily rental fee when the service is created is available. Daily inactivity rental is only charged during scheduled billing batches...