Step 1 - Getting Started

• Adding Additional Users
• Adjusting System Settings
• Service Fusion Layout Overview
• Workflow Training (Desktop)
• Field Worker Mobile App Workflow: From Estimate to Invoice Payment

Step 2 - Importing Your Data

• Syncing with QuickBooks Online
• Syncing with QuickBooks Desktop
• Importing Data

Step 3 - System Setup

• Product and Service Catalog
• Creating and Using Job, Product and Service Categories (Video)
• Creating Taxes
• Adjusting Communication Templates
• Creating Custom Fields
• Creating and Adjusting Job Categories and Statuses

Additional Resources

• Setting up Recurring Jobs and Job Templates
• Estimates and Job Statuses - Logic Explained
• Logging Drive and Labor Time
• Linking Parent and Sub Accounts
• Setting Estimate and Job Reminders
• Taking Deposits

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