We highly recommend first completing the Core Workflow training prior to attending the Advanced Workflow raining.
In this session we will take a look at Service Fusion core functionality from the back-office perspective.
Topics will include:
- Daily Job / Estimate Management
- Customizing Estimate and Job statuses
- Communicating to customers and employees through Service Fusion
- Customer Broadcasts
- Notifications
- Communication Templates
- Custom Docs
- Service Agreements
Be sure to take notes on any areas that you have questions on or would like further instruction or for discussion with your Implementation Manager.