Knowledge base | servicefusion

All articles

  1. How to sync your jobs and estimates to Google Calendar or iCal
  2. Ability to schedule right from the calendar and dispatch grid
  3. Ability to see the content of sent emails
  4. Additional Site Visits
  5. Adjusting an Invoice after it was created
  6. Adjusting Payroll Hours Reports
  7. Allow customers to pay their invoices online via a link that can be included in the invoiced email
  8. April 3, 2015 Release Notes
  9. April 17 & 24, 2015 Release Notes
  10. August 7 & 14, 2015 Release Notes
  11. August 21 & 28, 2015 Release Notes
  12. Bad Debt Write Off
  13. Creating an Estimate or a Job from the Field Worker App
  14. Custom Fields
  15. Customer Service Agreement Tracking
  16. December 1, 2014 Release Notes
  17. December 4, 11, 18, 25 & 31 2015 Release Notes
  18. December 5 & 8, 2014 Release Notes
  19. December 10, 2014 Release Notes
  20. December 12, 2014 Release Notes
  21. December 19 & 22, 2014 Release Notes
  22. Dispatch Grid Optimizations
  23. Email Module Enhancements
  24. Enhanced job details modal with x-editable features
  25. Estimate Accept Online Link
  26. February 6 & 12, 2015 Release Notes
  27. February 16, 2015 Release Notes
  28. February 20, 2015 Release Notes
  29. Group Rates On Estimates & Jobs
  30. How to apply a deposit to a job
  31. How to create & dispatch an estimate
  32. How to create & manage customers
  33. How to create an invoice from the back-office system
  34. How to create, dispatch & invoice a job
  35. How to delete or cancel a job
  36. How to reset passwords
  37. How to setup a Cayan/MerchantWARE payment gateway
  38. How to setup communication templates
  39. How to setup employees and system users
  40. How to setup estimate and job statuses and sub-statuses
  41. How to setup Service Contract terms
  42. How to setup taxes, fees and discounts
  43. How to setup your product & service catalog
  44. How to update your company information
  45. How to update your company preferences
  46. January 5, 2015 Release Notes
  47. January 8, 15 & 22 2016 Release Notes
  48. January 9, 2015 Release Notes
  49. January 16, 23 & 30, 2015 Release Notes
  50. Job Costing
  51. Job Costing & Service Agreement Tracking
  52. Job Templates
  53. July 10, 2015 Release Notes
  54. July 17 & 24, 2015 Release Notes
  55. June 5 & 12, 2015 Release Notes
  56. June 19, 2015 Release Notes
  57. June 26 & July 3, 2015 Release Notes
  58. Live Service Fusion Training Sessions
  59. Manual Job Status Override
  60. March 6 & 13, 2015 Release Notes
  61. March 20, 2015 Release Notes
  62. March 27, 2015 Release Notes
  63. May 1 & 8, 2015 Release Notes
  64. May 15, 2015 Release Notes
  65. May 22 & 29, 2015 Release Notes
  66. Modification Of A Job And Estimate Numbers
  67. November 5, 2014 Release Notes
  68. November 6,13,20 & 27 2015 Release Notes
  69. November 7, 2014 Release Notes
  70. November 14, 2014 Release Notes
  71. November 21, 2014 Release Notes
  72. October 6,9 & 16, 2015 Release Notes
  73. October 23 & 30 2015 Release Notes
  74. Purchase Order Functionality
  75. QuickBooks Online set up to sync with Service Fusion
  76. Rollback Status Changes
  77. September 4 & 11, 2015 Release Notes
  78. September 18, 2015 Release Notes
  79. September 25, 2015 Release Notes
  80. Service Fusion and QuickBooks invoice numbering
  81. Setting up a Parent Account/Linking to a Parent Account
  82. Working with Dispatch and Calendar views