In this session, we will take a look at Service Fusion's core functionality from a back-office perspective.
Topics will include:
Customer creation and management
Estimate and job creation
Dispatching
Taking payments
and more!
Please take notes on any areas you have questions about or would like further instruction on, and discuss them with your Implementation Manager.
Next Steps: Ready to streamline payment collection?
Once your team is comfortable with the core Service Fusion workflow, many contractors choose to activate Service Fusion Payments to:
Collect deposits before work begins
Send invoices with online payment links
Accept payments in the field
Reduce manual collection work
Sync payments with QuickBooks
Recommended next articles:
Service Fusion Payments: Introduction
Receiving Job Deposits and Invoice Payments from the Mobile App