What is ServiceFusion?
ServiceFusion is a cloud-based field service management software that helps businesses manage their field service operations, scheduling, invoicing, and more.
How do I access ServiceFusion?
You can access ServiceFusion through any web browser on your computer or mobile device.
I am getting an "Invalid username or password" error when trying to log in. What should I do?
Make sure you are entering the correct username and password. If you have forgotten your password, you can reset it by clicking on the "Forgot Your Password?" link on the login page.
How do I add a new employee to ServiceFusion?
To add a new employee, go to the "Employees" tab and click on the "Add Employee" button.
Why am I unable to schedule a job?
There could be various reasons for this, such as incorrect employee availability, overlapping schedules, or an error in the job details. Double-check and make any necessary corrections.
Can I access ServiceFusion on my mobile device?
Yes, ServiceFusion has a mobile app available for both iOS and Android devices.
I am trying to invoice a job, but it won't let me. What could be the issue?
Check to see if all the necessary information, such as labor, parts, and expenses, has been entered for the job. Also, make sure the job status is set to "Complete" before trying to create an invoice.
How do I set up recurring jobs in ServiceFusion?
You can set up recurring jobs by going to the job details page and clicking on the "Recurring Job" tab. From there, you can set the frequency, start and end dates, and other details.
My client is not receiving the confirmation emails. What should I do?
Check the client's email address in their profile to make sure it is entered correctly. You can also check your spam folder in case the emails are being filtered there.
I am getting a "Blocked Pop-Ups" error when trying to access ServiceFusion. How do I resolve it?
You will need to allow pop-ups for ServiceFusion in your web browser. This can usually be done by clicking on the popup blocker icon in your browser's address bar.
How can I view my job schedule in a calendar format?
You can view your job schedule in a calendar format by going to the "Schedule" tab and selecting "Weekly" or "Monthly" view.
I am unable to update my client's contact information. What should I do?
Make sure you have the correct permissions to edit client information. If you are not the account owner, you may need to request access from the owner.
How do I add inventory items to a job?
You can add inventory items to a job by going to the "Inventory" tab, selecting the item, and clicking on "Add to Job."
Can I customize my invoices in ServiceFusion?
Yes, you can customize your invoices by going to the "Invoices" tab and selecting the "Custom Templates" option.
How do I record payments for an invoice?
To record payments for an invoice, go to the invoice details page and click on the "Record Payment" button.
I am getting a "Time Zone Invalid" error when trying to create an employee. What does it mean?
This error occurs when the time zone for the employee has not been set. Make sure to select the correct time zone before saving.
Can I import data from my old system to ServiceFusion?
Yes, you can import data from your old system into ServiceFusion. For more information, refer to this resource: https://support.servicefusion.com/portal/kb/articles/importing-data-into-servicefusion
How do I cancel a job?
Go to the job details page and click on the "Cancel Job" button. You will also need to provide a reason for the cancellation.
I am experiencing slow performance in ServiceFusion. What can I do to fix it?
Clear your browser's cache and cookies, and make sure you have a strong internet connection. You can also try using a different browser or device.
How do I set up automatic email notifications for my employees?
To set up automatic email notifications, go to the "Employees" tab and select the employee. Under the "Notifications" section, you can select the notifications you want to send to the employee's email.
My invoice is showing a payment error. How do I fix it?
This usually occurs when the payment information for the client is incomplete or incorrect. Double-check the payment information and make any necessary corrections.
Can I track my employee's location with ServiceFusion?
Yes, you can track your employee's location with GPS tracking if you have the necessary permissions. For more information, refer to this resource: https://support.servicefusion.com/portal/kb/articles/enabling-gps-location-tracking
How do I add custom fields to a job?
You can add custom fields to a job by going to the "Job Details" page and selecting the "Custom Fields" option. From there, you can add and edit custom fields as needed.
I am getting a "Job Already Scheduled" error. What could be the issue?
This error occurs when you try to schedule a job for a date and time that is already booked with another job. Change the date and time or assign a different employee for the job.
Can I integrate ServiceFusion with other software?
Yes, ServiceFusion offers integrations with popular software like QuickBooks, Google Calendar, and more. For a full list of integrations, refer to this resource: https://support.servicefusion.com/portal/kb/articles/third-party-integrations
