Estimate & Jobs Import

Download Template: Jobs Template.xlsx

Once you fill out the template, please send it to us at [e-mail]. We will reach out to you as soon as we have it completed.

If you are wanting rate lines included on these jobs, please use our Rate Lines Import found here.

Column Headers	Notes	Required?
Customer Name	Customer Name must exist in Service Fusion in order for the job to be created.	Yes
Contact First Name	If this information is left blank, customer's primary contact information will be used. If you fill this information out, a Secondary contact will be created for this customer.	No
Contact Last name		No
Phone		No
Email		No
Service Location Address 1	Location of where the job will take place.	No
Service Location Address 2		No
City		No
StateProv		No
ZipPostCode		No
Assigned Techs	Must match the First Name & Last Name fields that have been placed under the technicians workforce management profile. Click here to learn how to create a new employee. If Technician First Name field has "John", and the Last name field has "Doe". Then you would place "John Doe", as the value within this column.	No
Current Status	Must match current statuses that you have in your system, in order to view the statuses, please follow these steps: My Office -> Settings -> Estimate & Job Statuses. Filling this column out will decide if the information on the row is for an Estimate or Job	Yes
PO#		No
Date	Date of when the job will begin.	No
Start Time	Time window of when the tech will arrive on site.	No
End Time		No
Duration	Estimation of how long the job will take.	No
Notes For Techs	Section used to give techs notes and information about the job.	No
Completion Notes	Section used after job is completed. This field will NOT show on an Estimate.	No
Job Description	Summary of work performed for the customer.	No
Priority (options: High, Normal, Low)	How important the Estimate/Job is.	No
Job Source	Referral Source	No
Job Number	Estimate/Job Number should NOT currently exist in your Service Fusion account.	Yes
Job Category	Informs what type of job this is. Example: Plumbing, Clean-up, Kitchen, etc.	No
Custom Field	Click here to learn how to create a custom field inside Service Fusion. You can have multiple custom field columns on this template.	No