Training & Implementation Resources
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Getting Started
See the Success Plan and important initial account set up tutorials
- The Service Fusion Success Plan and Core Checklist
- Training Videos and Articles We Love!
- Importing Data
- Service Fusion Layout Overview
- Adjusting System Settings
- Adding Additional Users
- Adding Tax rates
- Creating and Using Job, Product and Service Categories
- Establishing your Catalogs - Products & Services
- Creating Job Categories and Statuses
- Communication Templates
- Creating Custom Fields
- QuickBooks Desktop Integration
- QuickBooks Online Integration