This article is intended to clarify a few Service Fusion Version 2 (V2) concepts.
Bundles and Bundle Categories
V2 allows users to develop a group of products and/or services called bundles. These groups are known as bundles. Bundles can have categories, similar to Products and Services.
Companies have the flexibility to create repeating invoices for Service Agreements, progress billing, or any other business process that requires development of duplicate invoices.
Events are internal (company staff only) meetings.
What does archive mean?
It is not very common to be able to delete objects within the system. Archive allows users to deactivate items rather than permanently delete them. In most cases, the object can be made active again. Users must have the appropriate permissions to archive and make an archive active again.
How do I create repeated Jobs?
Jobs is the container for all work. Site Visits is now the object available for visiting a site. Use Repeating Site Visits for creating repeated commitments.
Can I change the order of service techs on the dispatch?
Yes. Just click icon to the right of BY TECH. Change the sort order and click Done.
How do I see all Jobs?
Access Jobs from the navigation bar without selecting a sub-menu item. If your company has Entities, you would also have to select All from the Entity options.