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 * THE NEW SERVICE FUSION SUPPORT CENTER KNOWLEDGE BASE


***THE SERVICE FUSION SUPPORT CENTER KNOWLEDGE BASE HAS MOVED***

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FEATURED ARTICLES

6 articles
 * Enhanced Communication Templates Manager
 * Reminder Presets
 * Appointment reminders for site visits
 * Job/estimate sub-categories
 * Batch Edit Product & Service Catalogs
 * NEW! Create Custom Estimates, Proposals, Work Orders & Invoices


NEW!! PARTNER REFERRAL PROGRAM!

1 article
 * Partner Referral Program - Earn Residual Income!


- SERVICE FUSION TRAINING SESSIONS -

3 articles
 * Pre Recorded SF401 Training Videos
 * Live Service Fusion Training Sessions
 * Pre-Recorded Service Fusion Training Videos


- DATA IMPORT -

1 article
 * Data Import; Templates and Information


MY OFFICE

26 articles
 * Workforce Permissions Templates
 * How to update your company preferences
 * How to setup Authorize.net payment gateway
 * How to setup communication templates
 * How to create and customize a job category
 * How to create service contracts and attach to estimates and jobs
 * How to create estimate and job statuses
 * How to indicate an employee is a sales representative
 * View all articles in “My Office”


CUSTOMERS

4 articles
 * Setting up a parent account; linking parent accounts
 * How to delete a customer
 * How to merge customers
 * How to create and manage customers


JOBS & ESTIMATES

25 articles
 * How to add a job category to a job
 * Estimate and Job Statuses - Logic Explained
 * How to dispatch a job to a field technician
 * How to delete an estimate
 * How to add documents to both customers and jobs
 * How to create a job template
 * How to add additional site visits to jobs
 * How to add an email link to accept estimates online
 * View all articles in “Jobs & Estimates”


DISPATCH AND CALENDAR

5 articles
 * How to customize the Calendar and Dispatch views
 * Working with Dispatch and Calendar views
 * How to create & dispatch an estimate
 * How to create, dispatch & invoice a job
 * How to dispatch a job


GPS TRACKING

4 articles
 * GPS Tracking Unit Installation Guide
 * How to assign a GPS tracking unit inside Service Fusion
 * How Fleet Tracking works
 * Fleet Tracking FAQs


SERVICECALL.AI

14 articles
 * ServiceCall.ai > FAQs
 * ServiceCall.ai > Dashboard
 * ServiceCall.ai > Marketing Tracking
 * ServiceCall.ai > Call Recording Laws
 * ServiceCall.ai > Reports
 * ServiceCall.ai > Ring-a-Tech™
 * ServiceCall.ai > Call Flows
 * ServiceCall.ai > Phone Numbers
 * View all articles in “ServiceCall.ai”


!!! SYSTEM STATUS !!!

1 article
 * Current System Status & Issue Reports


ACCOUNTING AND REPORTS

15 articles
 * Comprehensive Report Guide
 * How to set up Taxes, fees, and discounts
 * QuickBooks Online Setup Instructions
 * This article has moved!
 * How to set up Quickbooks Class Tracking
 * How to create an invoice
 * How to change the invoice number
 * Service Fusion and QuickBooks invoice numbering
 * View all articles in “Accounting and Reports”


FIELD WORKER APP

2 articles
 * How to create a NEW product from the Field Worker App
 * Creating an Estimate or a Job from the Field Worker App


CUSTOMER WEB PORTAL & CUSTOMER FACING APP

3 articles
 * Customer Facing App Overview
 * Setup Customer Portal on your website
 * How to use the Customer Web Portal


ALL ARTICLES

80 articles
 * How to sync your jobs and estimates to Google Calendar or iCal
 * New Service Fusion Knowledge Base
 * Ability to schedule right from the calendar and dispatch grid
 * Ability to see the content of sent emails
 * Additional Site Visits
 * Adjusting an Invoice after it was created
 * Adjusting Payroll Hours Reports
 * Allow customers to pay their invoices online via a link that can be included
   in the invoiced email
 * View all articles in “All articles”


RELEASE NOTES

90 articles
 * Data Import Wizard
 * New Company Dashboard
 * Forwarding of Incoming Text Messages
 * Enhanced Communication Templates Manager
 * Reminder Presets
 * Appointment reminders for site visits
 * Auto-copy products into Purchase Order
 * Job/estimate sub-categories
 * View all articles in “Release Notes”