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Data Imports
- Data Import - Templates and Information
- Stock Levels Import
- Equipment Import
- Estimate & Jobs Import
- Service Agreements Import
- Rate Lines Import
My Office
- Notice: QuickBooks Desktop 2020 Support to Sunset May 31st, 2023
- Temporary 1-800 Phone Number(s)-Now Live!
- QuickBooks Desktop: Inventory Order sync: " There was an error when saving a Bill: Sales Tax detail line must have a Vendor
- Notifications
- Product Catalog and Service Catalog Breakdown
- Reset Password and Password Requirements
ServiceCall.ai
- ServiceChat.ai: Capture sales leads and improve service by allowing customers start a text message conversation on your website
- ServiceCall.ai > 10DLC and Requirements
- ServiceCall.ai > Call Scripts
- Sending and receiving pictures in text messages with ServiceCall.ai
- ServiceCall.ai > Custom Hold Music
- ServiceCall.ai > Outbound Call Recording
Customers
- Using Equipment
- Service Agreement Management Dashboard
- Batch Edit & Delete Customers
- Customer Account Activity Feed
- How to Merge Customers
- Customer Account Breakdown
Jobs and Estimates
- Collecting customer feedback and reviews using Reminder Presets
- Custom Documents: Changes related to the Estimate Options feature
- Estimate Options: Easily Create Good/Better/Best or similar estimate options
- Group Rate and Flat rates update
- Line item chips for Additional Line item functionality
- How to add equipment to a customers profile while selling a product from a job
Dispatch and Calendar
- Company Calendar Dispatch Zones
- Dispatch Zones
- Access status history from the dispatch grid
- Time Off Requests
- Calendar Tasks Linked to Customers, Jobs & Estimates
- Filters on the Dispatch Grid and Calendar
Accounting and Reports
- Progressive Billing
- Recurring Invoices
- Comprehensive Reports Dashboard Guide
- Understanding the Widgets on the Unpaid Invoice Dashboard
- Reference Refunds
- GPS Fleet Tracking Report
GPS Tracking
eSign by Service Fusion
Customer Email Broadcasts
Customer Web Portal & Customer Facing App
Field Worker App
- Estimate Options on the fieldworker app
- Barcode Scanning > Admin Update and Mobile App Release
- Ability to limit technicians’ visibility of assigned estimates and jobs in the worker app
- Field Worker Mobile App Workflow: From Estimate to Invoice Payment
- How to Make iPhone Camera Shoot JPEG Pictures in iOS 11
- How to Create a NEW Product From the Field Worker App (Video)
Service Fusion Training Sessions
Product Updates & Release Notes
- System Requirements and Recommendations
- The Idea Portal: Have an Idea? We want to hear it!
- Sep 6, 2023 Release Notes
- Important Information Regarding Your SF Phone Number(s)
- Aug 9, 2023 Release Notes
- Jul 12, 2023 Release Notes
FusionPay
- How to Apply for FusionPay
- FusionPay powered by PaySimple: Introduction
- Upgrading to FusionPay: Getting Started and Becoming efficient with Payment Reception
- PCI Compliance
- What are the different Credit Card Transaction Statuses when using FusionPay?
- What is the difference between refunds and voids when using FusionPay?
JB Warranties Help
- JB Warranties + Service Fusion Getting Started Guide
- Login to Existing JBW Account
- How to become a JB Warranties dealer
- JBW Custom Field Mapping
- How to purchase a JB Warranties policy from within Service Fusion in the worker app
- How to purchase a JB Warranties policy from within Service Fusion in the admin system