Service Fusion EDGE
Profit Rhino Integration
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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
- Steps to be able to print barcode labels
- Company Memos
- Temporary 1-800 Phone Number(s)-Now Live!
- Integrations: Connecting Profit Rhino
- Notice: QuickBooks Desktop 2020 Support to Sunset May 31st, 2023
- QuickBooks Desktop: Inventory Order sync: " There was an error when saving a Bill: Sales Tax detail line must have a Vendor
ServiceCall.ai
- ServiceChat.ai: Allow Customers to Start Text Message Conversations 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
- Customer History information Section Financial Attributes - Explained!
- How to Merge Customers
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
- How to edit drive and labor times on a job in the back office
- Group Rate and Flat rates update
- Line item chips for Additional Line item functionality
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
- Adding a Link to Pay Invoices Online
- Setting up Automatic Payments on Recurring Invoices
- Creating a Clickable Button using the PayOnlineLink tag in an Invoice Email Communication Template
GPS Tracking
eSign by Service Fusion
Customer Email Broadcasts
Customer Web Portal
Field Worker App
- Estimate Options on the fieldworker app
- Processing check payments in the field as ACH payments, ACH Check Capture
- Duplicating Estimate Options in the Field Worker App is here
- Android App - Worker App APK File
- Barcode Scanning > Admin Update and Mobile App Release
- Ability to limit technicians’ visibility of assigned estimates and jobs in the worker app
Service Fusion Training Sessions
Product Updates & Release Notes
- System Requirements and Recommendations
- Introducing FusionPay eCheck/ACH Check Capture on Field Worker App
- June 27 Release Notes
- May 22, 2024 Release Notes
- May 9, 2024 Release Notes
- April 10, 2024 Release Notes
FusionPay
- Customizing the amount requested for payment using the Online Payment Portal
- Determining which FusionPay Processor I have
- How to Use the Stripe Card Reader
- Applying for FusionPay
- FusionPay: Introduction
- Upgrading to FusionPay: Getting Started and Becoming efficient with Payment Reception
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
Service Fusion API (beta)
- Home Advisor Integration
- Trane Integration
- Zapier
- Open API Integration - Getting Started
- Open API Integration - Use Cases
- Open API Integration: Generating Credentials - Client Credentials Grant