My Office
- Company Information Page Overview
- Company Memos
- Internal Rule Notifications
- Product Catalog and Service Catalog Breakdown
- Service and Product Categories
- Include signer's name under signature boxes for estimates, jobs, and invoices
- Updated Outbound Email Settings: "From" and "Reply-to" Functions
- Referral Sources: Creating, Adding to Estimates and Jobs, and Reporting
- Crew Management
- Text Messaging Customers and Field Workers
- On The Way Notifications with ETA/Location Sharing Options!
- How to Change the Time Zone in Service Fusion
- Reminder Presets
- Custom Fields
- Outbound Email Settings
- How to Add a Document to a Job/Customer
- How to Upload a Logo
- How to Set Up Service Contract Terms
- How to Indicate an Employee is a Sales Rep (Article & Video)
- How to Start Labor Time When Tech Arrives On Site
- Set Your Own Custom Estimate & Job Number Sequences
- Include Equipment on Invoices & Jobs/Work Orders
- New Preferences & Other Enhancements
- Navigational Tips and Batch Assign and Schedule