Logout

Logs you out of the Navusoft system.

Refresh Reference Data

Refreshes the (user’s) system’s data without having to log out and back in.

System Font

Changes the font in your Navusoft account. Options include: Frutiger Light, Frutiger Medium and Roboto.

User Profile

Allows for the editing of the following user information:

• Contact information (phone only)

• Upload a profile image that displays with your name in Navu Chat

• Change your Default Homepage

• Upload a signature image

Join Screen Share Session / Generate Screen Share Code

Option to share your screen with other users. This does not include an audio connection.

Share your screen:

1. Select Generate Screen Share Code.

2. Share code with other user(s).

Join a screen share session:

1. Select Join Screen Share Session.

2. Enter the session code you received from the host when prompted.

Screen share will only share screens within the Navusoft application. Navigating to anything outside of Navusoft is not shared.

About Navusoft

Displays the build version your system is operating on.

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Navu Requests

Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view a history of archived tickets.

There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.

• General users can create ticket requests but can only submit them to their internal Navu Request Administrator for review and final submission to Navusoft.

  • This level of users can only see the tickets they have created.

• Navu Request Administrators can create tickets, review general users ticket requests and submit ticket requests to Navusoft.

  • This level of users can see all ticket requests from all users.

Further information and how to use the Navu Requests tool can be found here: Navu Requests

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Navu Request AdministratorsRegular Users

• Displays a total count of open tickets for all users.

General Users

• Displays a total count of open tickets for the individual user.

Unread Documentation

Select the Unread Documentation icon to view learner documentation for only the modules/tools you have been granted permissions to. Red bubble access the Navusoft Knowledge Base and Release Notes.

All documentation reflects the most recent version of the Navusoft system.

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Notification indicates documentation is available . A total displays in the notification bubble indicating the and a total count of documentation the user has not reviewed.

Customer Request

Select the Customer Request icon to view recent customer request activity such as a request for additional pickup or call back.

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Displays total count of all customer requests assigned to the user.

Tasks

Select the Tasks icon to review tasks you have created . Complete the task from the Task editor, or delete the task if it no longer appliesor another user has assigned to you.

When a task is marked as complete the user who created the task will receive a popup notification pop-up with the information of who completed the task and the date and time.

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Notification displays a total count of tasks that have not been completedthe logged in user’s open tasks.

Appointments

Select the Appointments icon to view current and upcoming appointments.

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Notification displays the number of appointments a user has scheduled. When an

Cancellations

Select the Cancellations icon to view customers who are cancelling their accounts.

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Notification displays the total count of customer cancellations.

Snoozed Alerts

Select the Snoozed Alerts icon to view any pop-up alerts that were previously snoozed opposed to being closed.

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Red bubble Notification displays a the total count of alerts that have been snoozed.

Recent Activity

Select the Recent Activity icon to view a time stamped history of your user account. This includes customer accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account.

Select the activity, such as the account name to access the location again.

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Does not display a bubble notification.

Context Help

Select the Context Help icon to view learner documentation related to the page you are viewing.

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Does not display a bubble notification.

Home

The Home module is the landing page users see when they log in to their account. User accounts are set up to view any of the three default homepage options available: Dashboard, Recent Activity and Sales.

Right-click on the Home module to temporarily change the homepage view to one of the other options. To permanently change your homepage, go to your User Profile in your User Account.

Customer

The Customer module contains tools related to creating and servicing customer accounts.

Dashboard

The Dashboard module provides a quick diagnostic in areas such as Accounts Receivable, Revenue, Growth and Productivity.

Sales

The Sales module contains tools to track and manage contracts and leads.

Operations

The Operations module contains tools needed for daily dispatch operations such as assigning routes, creating work orders, and other day-to-day operations.

Accounting

The Accounting module contains tools needed for billing, managing accounts receivable, payment setup and other accounting/financing tasks.

Reports

Includes all core and customizable reports.

Setup

The Setup module controls how the Navusoft application is setup. setup for the modules and their tools based on customer preference.

Database

The Database module contains tools that use database access to perform a task. Permissions to this module should be restricted.