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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
- Syncing Purchase Orders to QuickBooks Desktop
- Inventory Management Dashboard
- Warehouse Management: Sublocations
- Batch Edit Products
- Syncing Purchase Orders with QuickBooks Online
- Receiving inventory into multiple warehouses
ServiceCall.ai
- ServiceChat.ai: Capture sales leads and improve service by allowing customers start a text message conversation on your website
- Sending and receiving pictures in text messages with ServiceCall.ai
- ServiceCall.ai > Custom Hold Music
- ServiceCall.ai > Outbound Call Recording
- ServiceCall.ai > Blocking Calls
- ServiceCall.ai > Dashboard
Customers
- Batch Edit & Delete Customers
- Customer Account Activity Feed
- How to Merge Customers
- Customer Account **UPDATED**
- Customer Creation and Linking a Parent Account
- Deleting Customers (Article & Video)
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
- New Job & Estimate Status Management System
- Syncing Estimates to QuickBooks
- Estimate Templates
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
- No Charge Jobs
- Sending multiple invoice emails simultaneously
- Creating a list of unpaid invoices in Excel
GPS Tracking
eSign by Service Fusion
Customer Email Broadcasts
Customer Web Portal & Customer Facing App
Field Worker App
- Estimate Options on the fieldworker app
- 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)
- Creating an Estimate or a Job from the Field Worker App (Video)
Service Fusion Training Sessions
Product Updates & Release Notes
- November 2020 Release Notes
- October 2020 Release Notes
- Upcoming features and enhancements planned for September through December 2020
- September 2020 Release Notes
- The Idea Portal: Have an Idea? We want to hear it!
- January 2021 Release Notes
FusionPay
- Reconciling FusionPay Deposits with Bank Deposits in QuickBooks
- FusionPay: Introduction
- Application Process
- FusionPay: Navigating the dashboard
- FAQ's
- PCI Compliance
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