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Text Content

 * Training Resources
 * Login to Service Fusion


WELCOME TO SERVICE FUSION!

We know that learning a new software can be intimidating. With these resources
and the help of your dedicated Customer Success Manager, you'll be up and
running in no time!
Article suggestions



STEP 1 - GETTING STARTED

4 articles
 * Adjusting System Settings
 * Service Fusion Layout Overview
 * Workflow Training
 * Adding Additional Users


STEP 2 - IMPORTING YOUR DATA

3 articles
 * Syncing with QuickBooks Online
 * Syncing with QuickBooks Desktop
 * Importing Data


STEP 3 - SYSTEM SETUP

6 articles
 * Product and Service Catalog
 * Creating Job, Product and Service Categories
 * Creating Taxes
 * Adjusting Communication Templates
 * Creating Custom Fields
 * Creating and Adjusting Job Categories and Statuses


ADDITIONAL RESOURCES

8 articles
 * Logging Drive and Labor Time
 * Linking Parent and Sub Accounts
 * Setting Estimate and Job Reminders
 * Taking Deposits
 * Processing Credit Cards
 * Setting up Recurring Jobs and Job Templates
 * Deleting Information
 * Custom Documents