Our SF401 training sessions are apart of our training series hosted by the Service Fusion Support Center. These training sessions intend to act as a more thorough analysis of individual modules within Service Fusion. In these trainings, we hope to offer information specific to each module beneficial to new and existing users.
Time tracking features! In this SF401, we take a look at drive and labor time, as well as the "punch clock" time keeping functions found in Service Fusion.
Inventory Management features! In this SF401 we cover the inventory management and related modules in Service Fusion.
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.
Training starts approximately at the 40 second mark in the video.
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.
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.
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.
Reminders, Reminder Preset Groups
Training Session begins at the 1:16 mark. In this SF401, we talked about reminders and reminder preset groups.
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.
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.
Training starts at about the 2 minute mark.