Pathway: Accounts > Search - Accounts Detail Screen

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Account Information Section

The left side of the customer service screen displays account related information. Right-click anywhere within this section to edit information for the account.

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Add Account Contacts

Add and remove contacts and control which site locations they should be granted portal access to using the View Contacts tool. A red bubble displays the total count of contacts for an account.

Add Photos, Attachments, Blanket Purchase Orders and Waste Profiles

Add and remove photos and attachments for all site locations under an account using the Attachments tool. Users have the option to display uploaded attachments in the Portal for portal users to see. A red bubble displays the total count of photos, attachments, blanket purchase orders and waste profiles that have been added to the account.

Site Information Section

The right side of the customer service screen displays information related to the site location being viewed. Right-click within this section to edit only the site’s information.

Navigate Between Site Locations

Select to open a list of all the sites belonging to the account. From the populated list that displays, select the site you would like to open and the screen will update to the selected site.

Geocode Service Location

Use the Geocode Service Location tool to direct a driver to the specific servicing location at a site. This tool includes an interactive map to create and place a unique pin over the spot the driver should go to service the site. Users might find this tool helpful if a site has multiple active services that are not all on the same servicing schedule.

Example: A site has multiple service locations (at the same address) and not all locations follow the same servicing schedule, create a unique pin for each location so the driver knows where to service.

View Additional Information (Access Information, Notes)

By default, some Service Location details are hidden when viewing the Customer screen. To see additional details such as the Access Code or Notes for a location, click anywhere within the service location section and the section will expand.

AR History

The AR History tool in the Customer details screen displays aging buckets that categorize an account’s outstanding balances by time period. The Current bucket reflects recently billed invoices where the date payment is due is still in the future.

Select the arrow icon to open the AR History for the account to print a statement, generate an invoice, and update the credit card or bank account information on file.

Highlights/Pending

Important account information such as past due invoice payments display in the Highlights section and are specific to the site being viewed.

The Pending section displays actionable items that may affect the servicing or billing of an account.

Active Services

From the Active Services section, view the servicing details for: current, upcoming and ending services by selecting the expand option for the service. In addition users can: add new services, edit existing services, view the rate history and access additional features by right-clicking on the desired active service.

Calendar

The Calendar tool in a customer’s account provides a variety of features to service the account with. Right-click within a date on the calendar to add: new services, notes, tasks, manual charges, appointments or to schedule an On Call Order. Active services display on the calendar date they are scheduled to be serviced.

Orders, Quotes and Contracts

Create and view proposals, order forms and Service Agreements from the Orders, Quotes and Contracts section of a service location.

Service History

A history of all the services a location has received, (or will be receiving) is available to view from the site’s Service History section. Select the arrow icon to open the Services popup window. From here users can view the details for each of the services, print/email a manifest and open the Service Record editor by double-clicking within the row of the desired service.