Prior to the Profit Rhino x Service Fusion integration, mutual users would need to utilize both solutions independently, which required a rather heavy work flow process. With this integration, mutual customers of Profit Rhino and Service Fusion will experience a more seamless workflow process using the Profit Rhino flat rate price book.
Please use the following links to jump to the section that best fits your needs. Please Note: While this can be completed on your own, we do recommend working with our Implementation or Support Specialists to set up your Profit Rhino x Service Fusion integration.
Locating Profit Rhino API Key
The first step to setting up the integration is locating the Profit Rhino API key. To do so, log in to your Profit Rhino account and click the My Account icon in the bottom left.
Please click the above image to enlarge
Once viewing the Account Info, the key will be found towards the top of the page labelled "PR Api Key".
Please click the above image to enlarge
Establishing the Connection
To begin the connection process, navigate to My Office > Integrations with Service Fusion, then select the Profit Rhino card.
Upon selecting the Profit Rhino Card, a landing page will appear on-screen with an option to 'Get Started Today!' as a selectable option at the bottom of the page. Select this option.
Please click the above image to enlarge
API Key
Next, you are taken to a lead form. Input your information here and select to submit. Once completed, you'll be prompted to set up a meeting time. If you are not a current Profit Rhino customer, please indicate the best time for a Profit Rhino representative to reach out to you to get you set up. If you are a current Profit Rhino customer, click the X in the top right corner to close the calendar prompt, then choose "I have an API key".
Please click the above image to enlarge
Here you will copy the API key from your Profit Rhino account (click here if you need a reminder how to locate this), then paste it into the API Key field, then click "Activate". Once the key has been validated, click "Next Step".
Pricing
The second step in the connection process is the pricing tab. This step comprises two distinct sections - rate mapping and settings. Lets take a look at each of the two sections below.
The pricing section shows two columns, identifying the Profit Rhino task rates on the left and with drop down menus on the right column that show the 6 available rates associated with traditional services in Service Fusion. Tasks in Profit Rhino are very similar to services in Service Fusion. Tasks in Profit Rhino have 3 available rates. Services in Service Fusion have 6 rates. Tasks in Profit Rhino have two 'versions' - a primary task and an add on task.
The goal here is to match the Profit Rhino rates to their Service Fusion equivalent. We do strongly recommend working with a Service Fusion Implementation or Support Specialist to assist with this, but if doing this yourself, please note the informational tips on this page. These will guide through Service Fusion's recommendations and provide information for each of these fields.
Please note: It's important to add that your Profit Rhino Rates and Service Fusion Rates may differ in name based on your individual set up.
Taxes, Fees, and Discounts
The next step in the integration process is the Taxes, Fees, and Discounts tab. This step follows the same process found within Service Fusion's Taxes, Fees, and Discounts section. This step will serve to automate what taxes, fees, or discounts will be applied to each flat rate item brought from Profit Rhino to Service Fusion using the integration.
Please click the above image to enlarge
Within this section, all taxes, fees, and discounts are automatically selected to apply by default. If there are any that do not need to be applied to the flat rate line items that come over, they will need to be deselected and moved over to the Available Taxes section on the left.
While all items are selected by default, it's important to go through each tab. While we'd recommend keeping everything selected, every business has their own preferences and processes. Going through each tab will allow you to set up your integration in such a way that will be the best benefit to you. If your defaults ever change down the line and you need to update your integration defaults, you can do so by navigating to My Office > Integrations > Profit Rhino card.
Please note: It's important to note that you cannot alter the Taxes, Fees, and Discounts per item like can be done for Service Fusion Products and Services.
QuickBooks Sync
The final step in setting up the integration between Service Fusion and Profit Rhino will be setting up the QuickBooks Sync portion. In this step you will be able to set up how your Flat Rate Line Item costs should sync into Service Fusion from Profit Rhino. The way that these sync into Service Fusion from Profit Rhino will affect the way these items are then synced from Service Fusion to QuickBooks.
You will be presented with two options, one setting which is recommended for customers that sync to QuickBooks and one for customers that do not sync to QuickBooks.
Please click the above image to enlarge
If you do sync with QuickBooks, the option for $0 cost is set up so that when an item is brought into Service Fusion from Profit Rhino it will not include the parts budget listed in Profit Rhino for the flat rate line item as the cost. This will allow you to set a cost on the flat rate line item that is specific to your operation. This way when a job or invoice is synced from Service Fusion to QuickBooks it will show the cost specific to you, thus giving you a more accurate job cost.
If you do not sync with QuickBooks, the option to sync the cost listed in Profit Rhino, which is based on national average market costs and found as the parts budget in the Profit Rhino catalog, will bring in the flat rate items from their Profit Rhino catalog and include the parts budget or "cost" in Service Fusion. Typically in these cases, you're wanting to use the national average for your job costing and do not want to put costs specific to your market.
For these cases, when the items sync to QuickBooks (when entered on either a job or invoice) it will list the cost or parts budget found in Profit Rhino.