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
- Group Rate and Flat rates update
- Line item chips for Additional Line item functionality
- How to add equipment to a customers profile while selling a product from a job
- Enhancements to Add Line Item Functionality
- Batch Edit Jobs
- Job Costing
- Job & Estimate Status Management System
- Syncing Estimates to QuickBooks
- Estimate Templates
- Adding tech photo and bio to on the way text notification
- Task List Presets
- Service Fusion Work Flowchart
- How to Create Estimates and Jobs
- Copying Jobs and Estimates
- Job Categories
- How To Close A Job Without Invoicing
- How To Delete Estimates, Jobs and Invoices
- Repeating Jobs
- How To Reopen An Invoiced Job
- Job Feedback
- Saving Photos from Estimates and Jobs
- Job Templates
- How to Accept a Job Deposit from Back Office and Field Worker App
- How to Void or Refund a Payment
- Rollback Status Changes of Assigned Techs
- How to Track Drive and Labor Time (Video)
- Creating and Using Projects and Phases (Article & Video)