Our SF401 training sessions are apart of our live training rotational and a recent development from the Service Fusion Support Center. These training sessions intend to act as a more thorough analysis of individual modules within Service Fusion. We hope to offer information specific to each module beneficial to new and existing users. Not familiar with the SF401 training or the live training offered twice a day Monday through Thursday hosted by Service Fusion Support? Check out our live training schedule located here! Can't make the time for the live show? That's okay; on our Live Training page, you'll find recordings of our classic SF101, SF201, and SF301 covering Administrative, Workflow, and Field Worker App training!
We began offering module specific training in February of 2019, and began recording the SF401 training sessions at the request of the attendees. Please see the list below for the recorded training archive. Included is a link to the training (available to download from the previewer window), information that was covered, and, due to the variability of the introduction of the live training, a quick indication of where to fast forward the video in order to start the training.
April 16th, 2019 - Job Dashboard Training
This training was originally intended to be a job workflow training session. In the end, this was an hour long training session on using the jobs dashboard. The training begins at 1:41. We cover status changes, how to read the 'additional site visits' section, the all open jobs section, some of the differences between the jobs dashboard vs. the estimate dashboard, how to transition 'Status Categories' in relation to jobs, and how to transition a job to the 'Closed Jobs' section of the jobs dashboard, after the invoice that corresponds to the job has been paid in full.
April 11th, 2019 - Estimate Workflow
Training starts approximately at the 40 second mark in the video.
April 9th, 2019 - Dispatch and Calendar
Training starts at the 1:26 mark in the video. We lead into the training with the announcement of the ability to minimize the bottom section of the dispatch grid.
March 26th, 2019 - Communication Templates
This was duplicated by customer request. Training here actually starts at the three minute mark. A little more in depth than the previous time, and a different set of questions during Q & A.
March 21st, 2019 - Communication Templates
The training begins at the 2 minute mark. We cover the where and how on setting up communication templates; we cover where in the system to use Communication templates.
March 14th, 2019 - Reminders, Reminder Preset Groups
Training Session begins at the 1:16 mark. In this SF401, we talked about reminders and reminder preset groups.
March 12th, 2019 - Estimate Workflow
Training starts at the beginning of this video. This training covers the statuses associated with the 'Estimate Requests' category, along with identifying the key actions in workflow that will result in a status change at the estimate level.
March 7th, 2019 - Customer 'Infrastructure'
Training starts at about the 2 minute mark. This training covers common questions surrounding parent and sub account relationships, system automation that occur as a result of choosing this infrastructure, and best practices to follow when creating / searching for customers.
March 5th, 2019 - Dispatch and Calendar
Training starts at about the 2 minute mark.