Feature Releases
Admin System
Released Friday, January 8th
You can now sync purchase orders to QuickBooks when using a QuickBooks desktop environment! Save time by not creating purchase orders in two systems and allow Service Fusion to sync purchase orders to QuickBooks.
Released Tuesday, January 12th
You can now include an invoice note for progressive invoices! Include a unique invoice note for each progressive invoice that is created. We have included a new tag for invoice note in communication templates and custom documents as well!
Please click the above image to enlarge
Please click the above image to enlarge
You can now track costs on no charge jobs! Maintain visibility for costs on no charge jobs.
You can now include both the job total and the job total due in communication templates and custom documents! Extend the same level of visibility that we have in the back office to the customer - extend the totals for both the job total, and the job total due!
Please click the above image to enlarge
Released Wednesday, January 20th
You can now include call scripts for your ServiceCall.ai call center agents! A written guide integrated in the Servicecall.ai call center, coupled with the ability to access customer, job, estimate and invoice data right away - with the introduction of call scripts, the call center agents can respond to their customers' needs more effectively than ever.
Please click the above image to enlarge
Please click the above image to enlarge