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Reports
Data Imports
- Data Import - Templates and Information
- Stock Levels Import
- Data Import Wizard
- Customers Import
- Service Locations Import
- Service Agreements Import
QuickBooks
- QuickBooks Desktop Setup Instructions
- Service Fusion and QuickBooks Invoice Numbering
- Syncing Estimates to QuickBooks
- Troubleshooting QuickBooks Desktop Errors
- QuickBooks Desktop: Inventory Order sync: " There was an error when saving a Bill: Sales Tax detail line must have a Vendor
- Syncing Purchase Orders with QuickBooks Online
Custom Documents
Partnerships
10 DLC - 1-800 Toll Free Migration
My Office
- Steps to be able to print barcode labels
- Company Memos
- Product Catalog and Service Catalog Breakdown
- Reset Password and Password Requirements
- Internal Rule Notifications
- Sandwich Tags for Communication Templates and Custom Documents
ServiceCall.ai
- ServiceChat.ai: Allow Customers to Start Text Message Conversations on your Website!
- ServiceCall.ai > Phone Numbers
- ServiceCall.ai > Creating and Working with Groups
- ServiceCall.ai > Call Flows
- ServiceCall.ai > SMS/Text Message Flows
- ServiceCall.ai > Placing & Receiving Calls
Customers
- Using Equipment
- Service Agreement Management Dashboard
- Batch Edit & Delete Customers
- Customer Account Activity Feed
- Overview of Customer History information Section Financial Attributes
- How to Merge Customers
Jobs and Estimates
- Collecting customer feedback and reviews using Reminder Presets
- Estimate Options: Easily Create Good/Better/Best
- How to edit drive and labor times on a job in the back office
- Restoring a Deleted Job
- 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
- Progressive Billing
- Recurring Invoices
- 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
- Editing, Creating, and Deleting Payment Methods
GPS Tracking
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
- Barcode Scanning > Admin Update and Mobile App Release
- Ability to limit technicians’ visibility of assigned estimates and jobs in the worker app
- How to Make iPhone Camera Shoot JPEG Pictures in iOS 11 and newer
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
- Applying for FusionPay
- FusionPay: Introduction
- Upgrading to FusionPay: Getting Started and Becoming efficient with Payment Reception
- Receiving Job Deposits and Invoice Payments from the Field Worker App
Service Fusion API
- Home Advisor Integration Overview
- Home Advisor Integration
- Trane Integration
- Zapier
- Open API Integration - Getting Started
- Open API Integration - Use Cases