You can now track your gross profit and margins using Service Fusion with just a few clicks.
First, you will need to enable it by going to My Office > Settings > Company Preferences and set the "Track Costs On Estimates & Jobs" to Yes.
Once this is done, you will see a new set of fields in the Estimate/Job Charges sections.
The Cost of each product or service can either be set in advance inside the Add/Edit product or service screens, or right inside the job or estimate screens.
In the next several releases we plan on enhancing this functionality and creating Costing reports.
Customer Service Agreement Tracking
You can now setup customer service agreements for each customer and the details of the agreements will be displayed as you create jobs or estimates.
Your service techs will be able to see the details of these agreements right inside the field worker app.
After the agreement has been setup on the customer's profile, the details of this agreement would show on the estimate and job screens.
And if an agreement has expired, the system will indicate that by showing the agreement as "expired".
A field tech would be able to see the customer's agreement info by tapping the "info" button the job screen.
In the next several releases we plan on introducing reports and call lists that would allow you to populate a list of upcoming renewals.
You can now make changes to jobs after they have been invoiced. No need to delete an invoice and reopen the job.
You can now create multiple employees with the same email address.