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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
- On The Way Notifications **UPDATED** Now with ETA/Location Sharing Options!
- NEW! Create Custom Estimates, Proposals, Work Orders & Invoices (Video Overview)
- Referral Sources: Creating, Adding to Estimates and Jobs, and Reporting
- Purchase Orders, Inventory Orders, and Stock Levels
- Crew Management
- How to Create Warehouses and Vendors
ServiceCall.ai
- ServiceCall.AI Inbound and Outbound Ring Timeout
- How to Allow Google Chrome to Access your Microphone for ServiceCall.ai
- ServiceCall.ai > Porting Phone Numbers
- ServiceCall.ai > Placing Calls From Service Fusion
- ServiceCall.ai > SMS/Text Message Flows
- ServiceCall.ai > Managing Users/Agents
Customers
Jobs and Estimates
- Service Fusion Work Flowchart
- How to Create Estimates and Jobs
- Group Rates and Flat Rates
- Copying Jobs and Estimates
- Job Categories
- How To Close A Job Without Invoicing
Dispatch and Calendar
- Filters on the Dispatch Grid and Calendar
- Adding the Service Fusion Calendar to Google Calendars and iCal
- Configuring the Dispatch Grid
- Interacting with the Dispatch Grid
- How to create, dispatch & invoice a job (video)
- How to Dispatch a Job (video)
Accounting and Reports
- Comprehensive Reports Dashboard Guide
- Troubleshooting QuickBooks Desktop Errors
- Paying Employees Commission
- Troubleshooting QuickBooks Online Errors
- Converting a Job Deposit to an Invoice Payment
- Emailing Payment Receipts