By customer request, the Knowledge Base team presents the following flow chart as an example of the workflow from Creating a Customer through Receiving Payment. Any blue colored bubble is a link that will open a corresponding Knowledge Base Article in a new window!
Please note this is not a one-size-fits-all model, for as many Service Fusion users there are, there are that many ways to organize your business for the best way that fits you. This model is intended to simply be a guide or suggestion, and can be amended to meet your specific needs.
As always, if you have any questions or need any guidance, we invite you to Contact Us!