To import your Service Fusion jobs, estimates and tasks into your Google Calendar, follow the steps identified in this video tutorial:
Please follow this link to watch this quick how-to video:
https://servicefusion.tinytake.com/sf/MTEyNjk3M180NDQ3NDgz
Feel free to contact our support team for assistance at support@servicefusion.com.
Now if a user right-clicks within an empty time window on either the calendar or the dispatch grid, the user will see popup a window. That popup window now gives the user three choices. To create a new estimate, job or a task.
If the user selects Create New Job, it will take them to the create a job page. . If a user selects Create New Estimate, then it will take them to create an estimate page. If right-click in Dispatch View page, the date, time and the tech would be already populated. If in calendar view, same action will populate just the date and time. If a user selects Create New Tasks, it will take them to the create a task page. If selected from dispatch view, date, time and to whom it will be assign information will be populated. If same action is selected from the calendar view, only date and time will be populated.
The user now has the ability to see the content of the messages he sent out from the system. That includes job emails, estimates, invoices.
For emailed work orders/estimates, if you click on the Activity tab, you will see a link called View Details:
By clicking on that link an email module will open up that will show you the content of the email with attachments:
On the invoice side, on the upper right hand side we have added an option that tells you if the email was opened or not and a link to a log where you can view the content of the email.
By clicking Log a module will open up where you can see the timestamp and if it was open by the customer or not. Also, it has a View Details link, where you can view the content of the email.
The user now has an ability to schedule additional site visits to an existing job, with any status. Simply find a job that need additional visit and click on edit.
Then, between Notes For Techs and Completion Notes, there is a button: Add Site Visit.
Once clicked, a module will pop up, where you simply fill out the the necessary fields and save.
You can chose any date and time, select multiple techs if needed and include notes for tech. So basically you are creating a job within a job.
Once additional site visit is set, the user has several option.
1. Edit button, will take you to the edit page where you can make any adjustments, like adding another tech or adjusting Arrival Time Window.
2. With one click of a button you can delete the visit.
3. You can create as many visits as you like.
Now that the Site Visit is set the status of a job is going to switch to Dispatch, if it is in any other status. Same will happen in the Worker App. The assign tech(s) will be able to see it in My Work section of the app.
Here is a link to a tutorial video on this thread: https://servicefusion.tinytake.com/sf/MTEwNDM1XzcyNTEyMQ
Adjusting an Invoice is an easy process. After you find your invoice click view. On the bottom right hand side there are Job Total and Job Total Due clickable amounts. When you click on one of them it will take you to Adjust Job Charges window. Bottom right hand side in green there is a Edite Rates tab. When pressed it will allow you to do changes to the invoice. Make sure to save all changes.
Now your customers are able to pay for the invoice as they get the invoice online. First, we have added a preference in the Company Preferences section, that you can turn on or off and decide if your customers can pay their own invoices online or not.
Second, we created a new tag for the Invoice category in Communication Templates section called {Invoice:ViewOnlineLink}
You would need to copy and paste this tag into your invoice template. This tag will generate a link. When a customer clicks on this link they will be able to see the invoice as if it was the printable version of the invoice and a Pay Now Online button to the right of the invoice.
We have increased characters limit from 250 to 500 characters. Now you can put more text to describe your task. Create a task is located under the Calendar tab.
Before, when a user created an estimate, the system will automatically date stamp the estimate with the current day. Now, we have placed a Date Picker Calendar, so you can back track your estimates and chose whatever date necessary.
When creating an estimate, simply click on the date field and the Calendar will pop up. Then chose your date and continue on creating the estimate. You can also change the dates on past estimates as well.
Now users are able to sync job deposits with QBO before the job is converted to an invoice. When you take a deposit, after processing it, you will see the transaction in the Transaction History page. There you will see a QBO icon. All you have to do is click on it and your deposit will sync with QBO. If the sync goes through, through the icon will turn green.
The user can now add/edit customer tags right form the customer search results screen. Go to Customer > Customer List, on the right side you will be abel to add/edit tags.
When you click on add tags, add a Enter tag field pops up, where you can create a tag for that customer.
Simply input text in the field and press enter. Now tag is crated. Click on the blue check button and you are done.
To edit tags, simply click on the tag.
Then you can click on the small x next to the tag to delete it. Or if you want to add another tag, then simply type in the text in the empty field.
Before, when an estimate was converted to a job the dispatcher is looking at two identical blocks of text on dispatch grid, one for the estimate and one for the job. Now when an estimate is converted to a job with the same time and date, it will disappear from Dispatch. Only the job block will remain.
Now you can add duration time to your Estimate. By default the duration is set to 1 hour.
We have added the following tags to Communication Template for the Invoice section.
{ServiceLocation:CustomerName}
{ServiceLocation:Name}
{ServiceLocation:Street1}
{ServiceLocation:Street2}
{ServiceLocation:City}
{ServiceLocation:StateProv}
{ServiceLocation:PostCode}
Now you can view when and how a payment or deposit was made right from the invoice screen. Simply click on the payment amount, which is a clickable link
Then a module will open up, with the information about the payment.
Take the same steps with the Deposits. Click on the deposit payment
Then a Deposit module will pop up.
Fixed a bug that would show services twice in edit rates screen.
Fixed a bug that created issues in the Time and Labor section.
Fixed a bug that would not display filtered sub-statuses on the Job Dashboard page.
Fixed a bug that would duplicate the clock in clock out time when trying to edit it.
Fixed a bug that would not sync products into QBO.
Now the user has ability to search for products in the Product Catalog, using the search field. This is specially useful when you have an extensive Product Catalog.
We have added two more option to the My Office > Setting screen. Equipment Type and Manufacturer. Now you can easily add those items to the list as before you would have to do it form the customers profile.
We have added more columns to the Service Agreement report, which includes: Customers primary address, city, state, zip code.
Fixed a bug that would make an invoice creation take a long time.
Fixed a bug that would not show multi day tasks on the weekly dispatch view.
Fixed a bug that would show a 12/31/1969 date when you create an estimate with out a date.
Fixed a bug that would not show additional site visits in the Dispatch View page.
Fixed a bug that would not schedule the job block into the correct spot in the weekly view screen in Dispatch View page.
Fixed a bug that would not retain the dates when flipping between 12 and 24 hr screens.
Fixed a bug that would not turn off all of the user permissions at once in the Workforce Management section.
Fixed a bug that would make newly created user clocked in by default.
In the worker app when you look at the customer info page from either the job/estimate Info button or from the Customer List section, if a customer has a parent account and that parent account has notes, those notes now are displayed underneath the main account notes. It's the Public/Work Order notes from the customer's profile.
Fixed a bug that would changed the status to completed after it was invoiced.
We have added additional toggles in the additional user permission section.
The first toggle if toggled to no, will not allow users to modify estimate/job description.
The second toggle if toggled to no will not allow users to view pricing for any of the rate line items.
The third toggle if toggled to no, will not allow the user to modify any of the custom fields .
Fixed a bug that would not set the repeating job correctly when selecting the monthly option.
Fixed a bug that would not calculate the tax even though it is selected to be automatically calculated.
Fixed a bug that would have a tax show up on the app side even though it was deleted from the admin side.
Fixed a bug that would show the techs in the wrong location in My Team page.
Sometimes service companies need to note certain relevant information about their jobs that is unique to them. Now the user has the ability to add custom fields to estimates which would then be migrated over to jobs when estimates are converted, and jobs directly. Basically these custom fields are input fields which users can create themselves, label them whatever they want and then input values for those fields on the job. We added an option in My Office Settings called Custom fields under List Management.
It will take you to the Custom Field page. There are several types of fields: Text Input, Long Text, Numeric Input, and Date. Depending on the type of field they select the appropriate form would show up. The illustration below shows all of the above fields:
Now when you create an Estimate or Job, there will be a new field:
User can go and view the content by clicking on the Custom Fields tab.
If user needs to edit anything in custom field page, then simply click on edit button on top right hand side of the page.
On the Worker App side, the tech will be able to see and edit the custom fields. From the job page, simply click on Custom Fields:
It will take the user to the custom field page, where he is able to view and make necessary edits.
You can now setup customer service agreements for each customer and the details of the agreements will be displayed as you create jobs or estimates. Your service techs will be able to see the details of these agreements right inside the field worker app.
Added ability to roll back status changes on jobs and estimates
Any job or estimate status changes can now be rolled back in the event a status is changed accidentally by the field tech. Currently this feature is available only within the administration system; however, it will also become available within the field worker mobile app later this month as well.
When the Rollback link is clicked, a popup window will open allowing you to roll back status changes one at a time.
Added a "Link To Parent" account feature to Estimate and Job screens
You can now link customer accounts to parent accounts directly from the New Estimate or New Job screens. Previously you could only do this from the Customers section. The estimate and job screens now also show the parent account name.
Increased Estimate/Job Description field size with expandable input field
You can now expand the Description field to allow for more detailed job descriptions. When the Expand Window button is pressed, it will open a large text editor window.
Added standard calendar tasks to Dispatch Grid
You can now post regular Tasks to both the Calendar and the Dispatch Grid. This would allow you to assign miscellaneous tasks to your field techs as well as to block off certain time slots for the in-office staff to see.
Added an option to include copies of work orders when emailing invoices
You can now attach copies of printable work orders along with your invoices. These work orders would contain job specific details as well as pre and post-work signatures.
As part of this implementation, a preference was added to My Office > Settings > Outbound Email Preferences to automatically check this box for those who would like to always attach copies of work orders to invoices.
Added ability to change Bill To Account on invoices with parent accounts
This feature would allow you to change the Bill To information on an invoice if for some reason the invoice needed to be billed directly to the customer account as opposed to the parent account or vice versa.
Added pre and post-work signature images to printable and PDF versions of work orders
The pre and post work signatures are now included on printable and PDF versions of work order forms. When emailed or attached to an invoice, the signatures are automatically populated into the document.
Added job deposits tab to the View Payments screen
You can now view deposits applied to jobs directly as opposed to an invoice within the Accounting > View Payments section.
Improved Dispatch and Calendar filters
The dispatch and calendar filters are now retained when you switch from screen to screen.
Made job numbers links on invoices and added invoice # to invoiced jobs for easier access
You can now navigate between the job and the invoice screens seamlessly and access invoice details directly from the job screen.
Made customer names clickable throughout the system to help you access customer's information more easily
Added PO# and Location Name to Global Search
You can now find jobs and estimates faster by searching by the location name or the PO# supplied by the customer. This is especially helpful for those service companies that have multiple jobs for the same customer with many different locations.
Fixed a report date range selector to allow single day date range in Custom report windows
Fixed a bug that automatically marked Memos as "read" for the user that created them
Fixed a formatting issue that ignored line breaks in Job Descriptions
Fixed a bug that showed default product info in the Long Text box regardless of what was actually in the box
Field workers can now update their info and password on the mobile app
The "Logout" option on the main dashboard was replaced with "My Profile", which gives them an option to view and update their user details and change their password.
Converted "Call" button into "Info" button which opens customer's contact details
Once the "Info" button is pressed, a user is taken to the below screen.
The Activity Log is now hidden by default on the Notes tab
Made links within estimate and job descriptions clickable
Cancelled jobs are no longer shown on the My Jobs list
Changed the sort order of Completed jobs to be in a descending chronological order
For easier job identification, we have added a service location column to the history tab in the customers profile.
When adding a new customer, now, system will prompt you with a message if the customer already exists in the system. This is done, so you will not have duplicates in your customers data base. The user will have a choice to proceed with the same name or alter it.
Before, the user could not see if there was a balance left on an invoice, as before we only showed the total of the invoice. Now, we have added a total due column.
We have added ta Help & Updates link that would take you to the Help.servicefusion.com site. This is where you can find all of our tutorial videos, help videos and release notes.
User now is able to pull his own customer report. It is located in Reports > Reports Dashboard > List reports. Bottom left.
This is located under the custom section of each report.
Fixed a bug that would not convert some of the tags when sending reminders.
Fixed a bug the would sporadically not produce search results in global search.
Fixed a bug that would show incorrect location on the map in the more detailed view.
Fixed a bug that would deducted lifetime revenue when a job is set to completed.
Fixed a bug that would show a NaN in the profit section when a service is added to an estimate.
Fixed a bug that would not add auto tax to any of the products and services.
Fixed a bug that would defaulting jobs to 12/31/1969 when date is removed.
Fixed a bug that would not show jobs that required follow up in Dispatch View.
Fixed a bug that would show inactive users in calendar view under Techs assigned.
Now we have added a serial number and SKU number to the equipment section of the app.
Now, you can see the job number in the completed section of the app.
Fixed a bug that would not show updated job/estimate numbers in Job History section for a customer in the app.
Fixed a bug that showed incorrect location in the map view.
Fixed a bug that would make the back button inactive in equipment page of the app.
Fixed a bug that would make the customer search in the app inconsistent.
Fixed a bug that would not mark a zero dollar invoice as Paid in Full when it is created from the app.
Service Location from a job is now automatically selected as the Service Location on an invoice.
Added Job Category as a column to Sales Revenue Reports.
Removed Location Type from all address forms. Most of the time the Location Name is used to describe the location and this setting turned out to be redundant.
Changed the datepicker logic on the Job and Estimate screens to allow past dates to be selected.
Fixed a bug that hid Unscheduled jobs on Dispatch Map after a date filter was applied.
Fixed a bug in global and product search fields that prevented results from appearing until a backspace was pressed.
Fixed a bug that prevented a service category from being added when another company on the platform had the same category name.
The Create New estimate and job feature is now live! You can now schedule service from a mobile app and assign it to a tech in just a few screen taps.
The signature screens now have the summary of charges above the signature screen along with the signature disclaimer.
Implemented ability to select records with keyboard keys
You are now able to use keyboard keys to select entries from global search, customer search and product search in the Job Charges section.
Simplified and enhanced invoice view screens and printable versions
1. Job Descriptions within the invoices are now properly formatted with line breaks.
2. The job deposits and invoice payments are now separated into different areas.
3. The Deposits row now only includes deposits that were applied to a job directly and the Payments row includes only the payments that were applied to an invoice.
4. Added a preference in My Office > Settings > Company preferences to include Long Text from Service and Product line items on invoices. By default the setting is set to No (i.e. not show Long Text).
5 & 6. The Job Subtotal and Job Total are now dynamically populated based on the content of the invoice. For example, if a job has taxes, discounts or miscellaneous fees, a Job Subtotal line will appear before those line items. However, if the job/invoice consists only of products and services, then only the Job Total line will be shown.
Added a product Type, SKU and Part Number to the search result list
When adding new products on estimates and jobs, the system used to only show the Make/Short Description and Model of the product. We now added more data to help you easier identify the product in the search results.
Upon a successful payment transaction in the Accounting section, the user is now taken to the View Payment screen as opposed to the main payments list screen.
Implemented an enhanced mapping platform
1. You are now able to view traffic conditions and incidents directly from within the Dispatch Map.
2. Map views can now be switched between standard, terrain and satellite views.
This new mapping enhancement also provides better support for international address geocoding.
Added ability to send estimates via email and for customers to accept estimates online
Note: This feature is in beta and will be enhanced over the next two weeks. Features such as digital signature capture and enhanced tracking will be implemented in the next iteration of this feature.
You are now able to send customers a link to your estimates so that the customer could review and accept the estimate online.
To provide your customers with an option to review and accept the estimate online
1. Simply insert the {Estimate:AcceptOnlineLink} tag into your Estimate template (My Office > Settings > Communication Templates).
2. When sent, this tag will be converted into a unique URL that the customer will be able to access from their email.
Once the customer clicks on the provided URL, they will be taken to a page where they can review and accept the estimate as illustrated in the screen below.
Clicking "request a change" will prompt the customer to enter a message text that will be sent to the company's main email address.
When a new text message is detected, the system will play a sound
The system will now play the following sound when a new text message comes in.
Added time rounding to Dispatch Grid
Previously, when you moved a job or an estimate on the dispatch grid, it would place it on the exact minute that the block landed. Now the system will round the time up or down to the nearest five minutes. For example, if a job block was moved to precisely 2:23 pm, the system would round that time to 2:25 pm.
Completed/invoiced/closed out jobs without a date or time no longer show up inside the Unscheduled section of Dispatch Grid.
You can now create job templates for faster job booking
Simply go to Jobs > Job Templates then Add new Templates.
It will take you to Add New Job Templates, fill out the info that is necessary for that job and save it.
Once the Template is saved you can easily access it in Create Job page or Job Templates. So when you create a job, you have an option to create it from the template.
Send automated emails to service techs when they are assigned to a job
You are now have an option to automatically email a tech his work order when he is assigned to it. You can also configure the system to send an email when work is modified. This is easily done by going to My Office > Setting > Outbound Emails Settings. Down at the bottom you will see both options.
Enhanced customer list loading and search time
Previously if you had a large customer list, the search would be a not as fast and would show names that are not in search. Now the search is more accurate and load time is lightning fast.
Added ability to add/remove a sub-status to completed jobs
You are now able to add and remove sub-statuses from a completed jobs
To do this, just choose a completed job and click on edit. There you would click on current status and from the drop down menu choose your sub-status.
To remove the sub status, go back to that job and click on edit. From the drop down menu select No Sub-Status.
To create these sub-statuses go to My Office > Settings > Estimate & Job Statuses
Added Tasks to Estimate screens
You can now add tasks for a tech on the field when creating an Estimate.
Added customer's Primary Contact and phone number to the Day Sheet report
You can see customers Primary Contact and phone number in Day Sheet report.
Added Service Location to job listing tables
You can now see Service Location on all job lists.
You can now adjust existing and record new time logs inside the Hours Worked by Employee report
To do this, simply go to the Reports > Reports Dashboard, proceed to Payroll and choose which report to adjust. Then simply go to Enter Employee Time.
Then simply choose an employee you wish to adjust and populate the necessary fields.
You can also adjust individual lines. Simply click on edit button all the way to the right and adjust the necessary fields.
Fixed a bug that showed customers marked as Inactive in search results
Fixed a bug that caused email to not be BCC'd to users when the "BCC Me" option was checked
Fixed a bug that caused some customer account not be deleted when the Delete button was pressed
Fixed a bug that allowed Invoiced jobs to be marked as incomplete.
Implemented new logic that would not show primary contact's name if it was the same as the Customer Name
We now allow users to see the Dispatch grid in a weekly view. We have added a Daily and Weekly buttons which will allow you to go between daily and weekly views on Dispatch grid. They will be located in upper right side next to the Time Shift buttons. Simply click on weekly button to see the weekly view.
Dispatch View will look like this
Then if you want to go back to daily, then simply click on daily button.
Also, we have added a 12hr and 24hr buttons. Now you can change the Dispatch View to show 12hr days if you choose to. If 24hr works better for you, then you can simply click on the 24hr button.
To set the default configurations, simply go to Dispatch > Configurations:
And select your preferences.
We have modified the Email dialogs for Estimate, Work order and Invoice.
1. We have added Other Contacts select list. This list includes all contacts from the Customer account associated with the job as well as all contacts from the Parent Account (if customer has a parent). When a user selects a contact from the list, their email address should be loaded into the To field.
2. We have added the Attach section with three tabs WO (for Work Order), Pics and Docs. The WO tab has "Attach as PDF" and "Attach as Excel" checkboxes listed. The Pics tab has all the pics listed with checkboxes. Same with Docs tab.
When a user selects those files, we attache them to the email.
We made the following enhancements to the job detail modal that is opened from dispatch and calendar views. From the dispatch view when you double click on the job block, it takes you to the More Detailed Job View. Now, you can edit any information right from that page. As before you had to click on view details and go to the job page and then click on edit to edit content.
Also, as the picture above illustrates, you can now view more information from this screen as well. Payment status and job details just to name a couple.
From the calendar view, if you double click on the job it will also take you to the Detailed Job View, where you can make the same edits and view more information.
From the Job Dashboard, you can also, get to the Detailed Job View. From the Job Dashboard, choose a job that need to be edited. Click on the More button:
From the drop down menu, you can choose Quick Edit option, and it will take you to the Detailed Job View.
Before when adding inventory in the Inventory Order page, you had to select you product from the dropdown list. Now we have an autocomplete.
We have added a Create New Estimate or Job button in the customers details page.
This button is located in the customer details page on the upper right corner. Now the user can easily create an Estimate or Job right from the customers details account page.
Now the worker markers are color coded to the color of the field worker and has the first letters of their initials.
Before the order of Payments & Deposits were from last to most recent date. Now by default it is from most recent to last.
User now has an option to select which tech to assign and what date and time when converting an estimate to a job. User also has an option to just leave it as is if no changes are need to be applied.
Added the the following values to the Configuration list:
Primary Contact First Name Last Name
Primary Contact Last Name, First Name
Primary Contact Last Name Only
Service Location Street Address
Fixed a bug that would delete products from your estimate or job if they do not have a product category assigned to them.
Fixed a bug that would use incorrect value for sending text messages from the Dispatch modal.
Fixed a bug that would show incorrect secondary phone numbers when searched from the Global search.
Fixed a bug that would not convert certain tags.
Fixed a bug that would set incorrect customers communication preferences settings, when account is created.
Fixed a bug that would sort order of customers by the wrong criteria.
Fixed a bug that would not sync Invoices & Payments with QBO when created from the worker app.
Fixed a bug that would not allow {Estimate:AcceptOnlineLink} tag to convert when emailed from the worker app.
You now have an option to to have you job block to include Arrival Time and Duration all the same block. Go to My Office > Settings > Company Preference there is an option Add Duration Time To Arrival Time Window In Dispatch Blocks.
Once that is set to yes, your blocks will look like this.
1. The white part of the block is the arrival time Window
2. The right side of the frame in solid color is the duration of the job.
3. The black text inside the box is the information you would like to display for easier identification. To configure what massage you would like to display in the job blocks go to My Office > Settings > Dispatch > Configuration
You now have more information about the job when you single click on the job blocks in Dispatch View.
Primary Contact, Service Location and Job Description will be displayed there. You can also click on a View more link and it will take you to a more job detailed view. You can still update statuses on the popover as well.
Fixed a bug that would not allow to add time and labor for a second tech assigned to a job.
Fixed a bug that would only include field workers in areas where there should be all of the employees.
Fixed a bug that would calculate wrong totals in the Reports section.
We added a preference to the workforce section Add/Edit employee profile called "In Field Worker App, Can View Schedule Of.
Then from the dropdown menu select who's schedule you would like to see. You can select multiple users.
Then on the filed worker app side, when a user signs in, they will be able to see the schedules of all the people they are allowed to see based on that preference.
Fixed a bug that would delete a Convert to Job button for provided estimates when new products were created and applied.
Fixed a bug that would email invoices with no work order attachments even though the preference was so set to yes.
Fixed a bug that would not email invoices to a customer when they were created.
Fixed a bug that was giving an error when creating an invoice with an absence of a email.
The user now can upload files larger than 5MB. As before the limit was 2MB. The user also is now able to upload other files types. It includes Mac extensions such as Numbers, Pages and Key.
Worker App
When a user is adding a product or a service and taps within this field
The app will open a popup window to allow them to add longer description
Now the user can go to the completed job section and apply a payment or email the invoice. When user enters the completed job and clicks on the Invoice tab
Now the Invoice Option button will appear on the bottom of the Invoice
Once clicked it will bring up the option buttons
Fixed a bug that would not load large product catalog when you go to the Inventory Levels page.
Fixed a bug that would break up the curve lines in the signature pad when you sign.
You now have the ability to quickly group certain rates on estimates and jobs. When you have selected your products and services for your work order, click the Group button located right below Job Charges.
Then check the boxes next to the Rate Names of the product or services you would like to group.
Then simply name your group and create.
Once you have created the group, you have an option to expand the group to show all the rate items.
And you have an option to itemize what is inside the group in print/email version.
If you need to apply a deposit to a particular job, you simply choose that job. Click on view tab. At the top right hand side there are seven tabs. Second from the left is the Deposit tab.Click on it and it will take you to the Payment window. Simply fill out the necessary fields and press submit. Once submitted same window will stay, but to the right side you will have you transaction info. In the same window you will have an option to email a receipt for that transaction with any template that you have set up. You can also void this deposit all together.
When you have completed or closed jobs, that you need to create an invoice for, you simply find that job, and click the View tab and it will take you to the Job screen. Upper right hand side there will be seven tabs. Third tab from the left is Close & Invoice. Click on it and it will take you the Invoicing screen. Just make any necessary adjustment and you are done.
In the case where you have to cancel or delete a job, you simply go to that particular job, and press view. On the upper right hand side there is a row of seven tabs. Last tab is a More tab. When pressed there will be a drop down window with options to delete and to cancel a job. Remember that if a job has been invoiced, or if there is a payment applied to it, you will not be able to delete it.
To reset a password for an employee:
Go to My Office > Settings > Workforce Management > Click on employee needing a password reset and click edit.
Under Access Tab click Reset Password.
*Password requirements: 6 character minimum, 1 Upper Case Letter, 1 Lower Case Letter and 1 special character. (ex: @!#$)
The Employee will get an email with his/her NEW credentials to login into the system.
Be sure to click SAVE at the bottom of the page.
You can set up your Taxes, Fees and Discount at My Office> Settings Under Products and Services last option is Taxes, Fees and Discounts. Simply press the Add button, choose a category, what type of a Tax, Fee or Discount (percentage or fixed). You can auto add to all services and products, or auto add to a single service or product, and you can add it job by job basis.
If you need to set up product and make a product catalog. Go to My Office>Settings>Products & Services and click on Product Catalog. Here you add, reallocate, view and add new product.
To add a product, simply go to a tab on the upper right hand side that says +Inventory. The plus sign will be in green. Once you are in Add Product window you can start inputting all the info about the product. You can also add multiple picture of the product. You can add a long description. You can add similar products or upgrade products, so the tech in the field can easily show with the Field Worker App different options to the customer all in one page. Setting up Service is very similar. Just go to My Office>Settings>Product & Services. Click on Service Catalog. Once you are in Service Catalog window, just input the necessary fields and save.
Now, signed in user can see if it's just him/her or + another tech assigned to a job/estimate.
Now techs are able to see regular calendar tasks assigned to them in the Field Worker App. Because of this, the "My Jobs" section has been renamed to "My Work".
You can now see sub-categories in the product catalog listing in the Field Worker App.
Fixed a bug that did not let you to "check off" or Save tasks in the Field Worker App
Previously, Dispatch text messages larger than 160 characters in size were not allowed to be sent using the Dispatch feature. With this enhancement the character limit has been effectively removed because larger messages are now simply broken up into "chunks" of 160 (or less) characters and are sent as separate text messages in order.
You are now able to see Parent and sub-account names as part of the Customer column.
Additionally, you can now sync your invoices to QBO directly from the View Invoices page with a click of a button.
Fixed a bug that would cut off text if a double quote was used in the Long Text product/service descriptions.
Fixed a bug that would file a deleted invoice in the deleted folder without deleting it permanently from the database.
Fixed a bug that wasn't marking an invoice with zero balance as paid in full when updated.
Fixed a bug that would add the tax twice when adding a product or a service.
Fixed a bug that would not produce any results in Fire Fox browser when searching for a product in Purchase Order page.
Fixed a bug that would not sort by Last Serviced correctly in the customer list.
Fixed a bug that would show deleted service location in create job/estimate page.
Fixed a bug that would not allow user to type decimals in the qty field when adding inventory.
Fixed a bug that that would not allow the user to add more then 3 equipment custom fields.
Fixed a bug that would bring over multiple techs over even though only one tech was assign to a job.
Fixed a bug that would not include newly created statuses in the worker app.
Fixed a bug a that would kick you out of the completion note section when entering it from the worker app.
Fixed a bug that would show incorrect statuses on the daily job view of the worker app.
Fixed a bug that would create a customer with null company id when added from create job screen using a job template.
You now have the ability to choose what and how to display your Bill To and Service Location on invoices. To do so, simply go to My Office > Settings > Company Preferences. Bottom left corner you will find Bill To and Service Location boxes, and right next to them you will find available tags. Simply copy and paste available tags into the box.
If those personalize boxes are left blank, it will automatically populate the default format.
Drag and drop jobs into the Dispatch Grid with more ease. You don't have to precisely fit the job blocks in between the grid lines as you schedule work, due to Dispatch Grid being more lenient.
When you look through customer's history, description column is now much wider so it can fit more text.
You are now able to fit long text in the Completion Notes window by clicking on the Expand Window button.
Bug Fixes
Fixed a bug that would show incorrect data in Drive & Labor Time reports.
Fixed a bug that showed inaccurate repeat customer count on the Company Dashboard.
Fixed an issue with address string when processing a credit card payments.
Fixed an issue in Dispatch Grid that if an Unscheduled job has an assigned tech it would stick to that tech's grid
Fixed a bug that would not update Invoice total after it was edited from the job screen.
Fixed a bug that would clear the Zip code when creating/editing an Estimate.
Customer Portal
Added credit card capture fields to online booking in the Customer Web Portal
You now have an option to require credit card to schedule service in the Customer Web Portal. Simply go to My Office > Setting > Online & App Booking Setting, bottom left you will see toggle Require Credit Card To Schedule Service.
If the setting is set to yes, then the customer will be prompted to input his credit card information.
Ability for users to view job and estimate color coding by different criteria.
We now have toggle switches on calendar views to allow the users to color code their views to their liking.
We added a color code to the workforce profile. My Office > Setting > Workforce Management. This is located between the fields "This Employee Is A Field Worker" and "This Employee Is A Sales Rep".
Also, we add a section to List Management called Dispatch Zones.
In this section the user can create zones that would contain postal codes and cities and assign a color code to each zone.
Enhancements
We now has an unbranded version of our system. Simply go to www.Totalfsm.com. Log in with your credentials, and you are done. Service Fusion logo will be absent.
The user now has an option to print a work order/printable job sheet without rates.The Print button now has a drop-down menu which gives the option to print with rates and without.
Ability to convert job deposit into invoice payment.
The user now has an ability to convert job deposits into invoice payments. We added a button in the View Payment screen that says "Convert To Invoice Payment". You simply press on the button and the deposit will be converted into a payment.
This gives you a quick save option with out scrolling down the page to save you job or estimate.
Employees schedule from Workforce is now reflecting on Dispatch Grid.
You now have the ability to input your techs schedule which will reflect on Dispatch Grid. This way you are able to see in Dispatch Grid, from what time your tech is available and when he is finishing his shift. To do this, simply go to My Office > Setting > Workforce Management. Click on the pencil edit button for the tech you need. Then proceed to the schedule tab.
Once there simply fill your techs work schedule and you are done.
Then you will see light grey lines across the tech grid row, indicating that he is not available at those times. 
Expanded dispatch/calendar job blocks to four lines.
Previously dispatch/calendar job blocks only had three lines of information. Now we have expanded it to four. You can configure the text inside those job blocks by going to Dispatch > Configure.
Made Payment Memo not required on the Receive Invoice Payment screen.
Previously, it was a mandatory field to fill out before submitting a payment. Now it is optional, for quicker processing.
Job deposits sync as payments in QBO.
Before all job deposit would sync to QB as deposits. Now all job deposits will sync as payments.
Change states drop down to input field in Warehouse management screens.
Now instead of a drop down option to select a state, we put a input field in Warehouse management screen. This is due to our out of country customers who could not select there Providence from the drop down menu.
Fixed Bugs
Fixed a bug that would not let you re-sync edited invoices to QBO.
Fixed a bug that would not update total balance when invoice is edited in View invoice Page.
Fixed a bug that would show incorrect data in Drive & Labor Time reports.
Fixed a bug that would send a blank "Welcome" email to a customer.
Fixed a bug that would not update a memo counter even after the user has read the memo.
Fixed a bug that would allow a user to read a memo that was not assigned to him.
Fixed a bug that would overwrite primary contact when changed on the job screen.
Fixed a bug that would not update an invoice as paid in full even though it has a zero balance.
Fixed a bug that would not let repeating jobs be created.
The user now has the ability to add equipment to a job from the Worker app. Simply log in to the Worker App, then go to the desired job and press the equipment button.
Then press the Add Equipment Button.
Then simply fill out the necessary fields.
Now you can see more information from the Worker App. We added Job and PO numbers among other additional info in description view. Simply go the desired job and press description field. Once there you will see the additional info.
Fixed a bug that gave an error message when loading a job with an equipment warranty date.
Fixed a bug that would show all saved contacts in the info page, instead of a Primary contact.
You can now track your gross profit and margins using Service Fusion with just a few clicks. First, you will need to enable it by going to My Office > Settings > Company Preferences and set the "Track Costs On Estimates & Jobs" to Yes. Once this is done, you will see a new set of fields in the Estimate/Job Charges sections.The Cost of each product or service can either be set in advance inside the Add/Edit product or service screens, or right inside the job or estimate screens.
You can now track your gross profit and margins using Service Fusion with just a few clicks.
First, you will need to enable it by going to My Office > Settings > Company Preferences and set the "Track Costs On Estimates & Jobs" to Yes.
Once this is done, you will see a new set of fields in the Estimate/Job Charges sections.
The Cost of each product or service can either be set in advance inside the Add/Edit product or service screens, or right inside the job or estimate screens.
For Services
For Products
In the next several releases we plan on enhancing this functionality and creating Costing reports.
You can now setup customer service agreements for each customer and the details of the agreements will be displayed as you create jobs or estimates.
Your service techs will be able to see the details of these agreements right inside the field worker app.
After the agreement has been setup on the customer's profile, the details of this agreement would show on the estimate and job screens.
And if an agreement has expired, the system will indicate that by showing the agreement as "expired".
A field tech would be able to see the customer's agreement info by tapping the "info" button the job screen.
In the next several releases we plan on introducing reports and call lists that would allow you to populate a list of upcoming renewals.
You can now make changes to jobs after they have been invoiced. No need to delete an invoice and reopen the job.
You can now create multiple employees with the same email address.
You can now create Job Templates for faster booking.Simply go to Jobs - Job Templates then Add new Templates. t will take you to Add New Job Templates, fill out the info that is necessary for that job and save it.Once the Template is saved you can easily access it in Create Job page or Job Templates. So when you create a job, you have an option to create it from the template.
When a user emails an estimate, the estimate status is now automatically set to Estimate Provided if the status is currently Estimate Requested. Also, we now give the user ability to see if the estimate they sent has been opened.
Before, in the calendar view, if you set the color code by tech, everything but the tasks turn to the color that was assigned to that tech. Now the tasks turn the same color as well.
Now, if you creating a new location in the Service Location page of the customers profile, the primary location toggle is set to yes by default.
As before, the service category needed to be assigned to a service, for it to show up, when you are adding services to work orders. Now, you do not have to assign a category to a service. Now the service will show up in the drop down menu when adding that service to the work order.
Now you don't have to have any category assigned to the service.
We have added a Set Filter option just for the Unscheduled and Unassigned sections. We have placed it inside the open area to the left of the as illustrated below. The status filter applies to job's master status and sub-status. In other words, if a job was in master status Unscheduled but had a sub-status Waiting On Parts and the user selected all statuses except for Waiting On Parts, this job would not show up on the list.
Also, we have added some new tabs. They are illustrated below. The "With Open PO's" tab is a list of jobs with PO's on them that are in status Open. Partially Completed - Any job with a Partially Completed status, whether scheduled or unscheduled, assigned or unassigned. It is essentially a shortcut to all partially completed jobs. Paused - any paused jobs. Marked For Follow Up - Any jobs that have a checkbox "Requires Follow Up" still checked in the Completed Notes section.
Fixed a bug that would not allow to input serial numbers when adding inventory.
Fixed a bug that would not show All Jobs content in the Jobs Dashboard.
Fixed a bug that would not allow to input long text inside the Notes For Tech.
Fixed a bug that would not allow an invoice to be Paid In Full.
Fixed a bug that would not retain parent category when saving product the first time.
Fixed a bug that would place a random date on an invoice when a job was created without a date.
Fixed a bug that would take the current time stamp when updated.
Fixed a bug that would not show addition site visits in the unscheduled folder when a date is not selected.
Fixed a bug that would not put new products into the taxable box when it is first created.
Fixed a bug that would send an sms with incomplete info when job was created from the app.
Now, if desired, the user can change the customer account number, located in the customers profile.
Also, you can now searched by the account numbers, through the global search and customer list search.
Now, the bill to and the zip codes are not required, when putting in the credit card information from the job screen.
Before this implementation, created tasks that were assigned to a person, would only be seen for that person and the person who created it. Now, we have added a check box to make such tasks visible to everyone.
The user can now see estimate number through the daily report.
We have made the save button inactive after it is clicked on and in the process of saving the contents of the screen. After the page is saved, the save button will be available again. This was implemented due to users clicking on the save button multiple times during the save process, which sporadically would created duplicate entries.
We have added a couple of new system tags in the communication templates section.
{Estimate:NotesForTechs}
{Job:NotesForTechs}
Fixed a bug that would make the assigned tech status go back as Partially Completed when the job was invoiced.
Fixed a bug that would update gross margins when the quantity of services are updated.
Now you can restrict the user from creating an estimate or a job on the worker app side. To do that, go to My Office > Settings > Workforce Management. Find the tech you would want to restrict that option. Click on the Access tab, on that page, all the way on the bottom of the page you will see a toggle.
Just toggle it to no if you do not want to allow.
Notes For Techs section can now be expanded by clicking on the Expand Window just like the Completion Notes.
As before when you creating a job and need to add equipment from that page, you had to fill out every field or the system would not let you save it. Now, only Type is the mandatory field. This way you can quickly navigate through that page and move on with the rest of the job.
As before when adding a new service location from create a job page the active toggle was set to no by default. Sometimes the user would forget to set it to yes and the location would not be saved. Now it is set to yes by default.
Fixed Bugs Fixed a bug that made Account Status toggle work improperly.
Fixed a bug that would break up PDF because of long text.
Fixed a bug that would not select a member price if a customer with a valid service agreement was selected when creating a job.
Fixed a bug that would delete certain rate line items in the printable version.
Fixed a bug that did not show a time labor from the report if the tech was reassigned from that job.
Fixed a bug that would attach some pictures sideways.
We have added an ability for a tech to reassign assignments. We added a setting in the admin system, Workforce Management section by the name "In Field Worker App, Allow To Change Job/Estimate Assignment"
Toggle it to yes, in the worker app, if you click on the job you need to reassign, then click on Assigned To field
It will take to a page where you can select which tech you need to reassign this job to and click on Save Assignment.
We have added a filet to Unscheduled and Unassigned folders in Dispatch View section of the software. We have placed it inside the open area as illustrated below.
The status filter will apply to job's master status and sub-status. For example, if a job was in master status Unscheduled but had a sub-status Waiting On Parts and the user selected all statuses except for Waiting On Parts, this job would not show up on the list. Also, we have added some new tabs. They are illustrated below.
The "With Open PO's" tab is a list of jobs with PO's on them that are in status Open. Partially Completed is any job with a Partially Completed status, whether scheduled or unscheduled, assigned or unassigned. Paused is any paused jobs. Marked For Follow Up any jobs that have a checkbox "Requires Follow Up" . The new filters options for Unscheduled and Unassigned sections only. Please note we have moved Unscheduled to the front. As before Unassigned was first.
When certain techs have their statuses set to Partially Completed either on the primary site visit or on an additional site visit, when a status changes to Completed, all those Partially Completed statuses are now changed to Completed as well.This is applied to both administration system and worker app.
Fixed a bug that did not bring over long text when an estimate was converted to a job.
Fixed a bug that would not carry over internal cost to the administration system, when a service was added fro the worker app.
Fixed a bug that would not show multi-day jobs on a weekly view in Dispatch View.
Fixed a bug that would not let a check box "Mark Job As Completed" to appear on certain jobs.
Fixed a bug that would not let an uploaded document to be viewed in the document section in Workforce Management.
Fixed a bug that did not show correct rates on a printable/PDF versions.
Fixed a bug that would allow decimal input for Qty/Hr picker.
Our customers usually log expenses against jobs but don't have any way to report on them. So we have added an expense report. This report is located in the Report section of the software. Go to Reports > Report Dashboard, there you will see Expanse Reports.
The agreement list is in Excel. We have 4 different options. Expired, Expiring This Month, Expiring Next Month and Custom. The "Expired" include all service agreements where the Expiration Date is past the current date. Expiring This Month and Next Month are self explanatory. "Custom" a modal will pop up with a date range selection.
Fixed a bug that did not bring over the name of the photos that are being attached to the invoice.
Fixed a bug that would duplicate jobs if you were repeatedly clicked on the save button.
Fixed a bug that would not allow the user to change the Bill To info on the invoice page.
Fixed a bug that would keep Paid In Full invoices in the invoiced folder.
Fixed a bug that times out a Billable Expanse page.
Fixed a bug that would not allow you to complete a payment because a deposit was applied.
Fixed a bug that wold default a warranty and install date to 12/31/1969 when adding and equipment.
Fixed a bug that would not save the Account Locked Status toggle to Locked.
Fixed a bug that would not show the extension of the phone number in the app
We provide two live training sessions daily Monday through Thursday. The sessions are hosted via Join.me (online meeting software) and telephone.
The entire training program consists of three phases. Each phase is approximately 60 minutes long.
Monday Tuesday Wednesday Thursday
SF101 - 10:00 AM SF301 - 10:00 AM SF201 - 10:00 AM SF101 - 10:00 AM
------------------------- ------------------------- ------------------------- -------------------------
SF201 - 3:00 PM SF101 - 3:00 PM SF301 - 3:00 PM SF201 - 3:00 PM
icon at the top of your screen for instructions to call into the meeting using a phone or your computer. Note: In order to call into the meeting via internet, you will be required to download the desktop application the meeting provides. (Headphones are recommended) 
We have added and ability for a user to set their own statuses. The user can do so from both the field worker app and the admin system. First we have added a preference in the Company Preferences titled "Allow Manual Job Status Override"
By default it is set to no for all companies. To turn that option on you need to go to My Office > Settings > Company Preferences.
Then we added ability for users to change the status via x-editable inline feature. In the main job screen it is available in both the view and edit screens.
You can then select whatever status and sub-status you need from the dropdown menu.
The use has the ability to do this from the worker app as well. They can choose any status in any particular order.
You can setup multiple reminders to customers and techs assigned on jobs/estimates via text, voice or email.
The user now has the ability to either send an email, a text or a voice reminder to customer at whatever time they want.There could be multiple reminders setup for each customer. For example, a user could setup an email reminder the night before the appointment and then a text reminder the morning of the appointment. There is a button on a job screens called “Add Reminders”
When the Set Reminders option is clicked a modal will open with a set of option.
Then you simply select the options you would prefer and save.
Once saved, you would be able to see you reminders in the View Job Details.
Enhancements
Added default notification options
Added company preferences to let users choose default notification options for their customers.
1. Choose your default customer communication preference settings. Every time you input new customers, they will be created with these communication settings.
2. Choose between what time your Evening before reminders are sent out.
3. Choose between what time your Morning Of reminders are sent out.
The users now has the ability to link customer contacts and services locations.The select list indicated below would contain the names of all contacts from the Account Info tab. Sorted alphabetically.
Then when this service location is being added to the job, the contact will be automatically populated.This would apply only when the service location is selected from the search results.For example, a user would type in location name or street address and select it off the list. If this location has a contact assigned to it, this contact would get loaded.
Now the user is able to see jobs with sub-statuses in the Unscheduled folder in Dispatch View. If you go to Dispatch > Dispatch View, under the Unscheduled folder, you will now see jobs with sub-statuses.
When user converts an estimate, the signature he captures on the estimate will be carried over into the job as well.In other words, if a customer signs an estimate and this estimate becomes a job, that signature will appear on the job as well.
You can now search customer list by cities.
Billable labor or drive time is included in the total of the work order and now we break the charges down in printable/PDF/email version of work order and invoices.
Fixed a bug that would show wrong sales tax for a customer who has sale tax assigned.
Fixed a bug that would assign a tax to a customer even though the toggle is set to no.
Fixed a bug that would not send an email when an estimate is excepted online.
Fixed a bug that made Global search not work properly.
Fixed a bug that when hash or another special character is used in file name it shows Access Denied on S3.
Fixed a bug that would give a time for an estimate even though the time was not specified.
Fixed a bug that would choose a random date in Labor & Time section.
Now all invoiced jobs are marked as invoiced in the Worker App for an easer identification.
The user is now able to print work invoices right from the field. We have added a print option.
Fixed a bug that created problems loading some jobs or estimates.
Fixed a bug that that created problems with job creation.
Fixed a bug that showed an incorrect date in activity log on Notes tab.
Fixed a bug that when a user is setup to see other users' jobs, they do not all show up on the list.
Fixed a bug that would not apply a parent account to an invoice when created fro the app.
The user is now able to see the Estimate number from which that job was created.
We have increased characters amount from 255 to 1000 in the description box, in Edit Service page.
Added a search filter in customer list. Before if you go and search your customer list by some criteria, then click on one of the customers, make some updates to the profile and then go back to customer list, the search criteria is lost and the user had to start all over again. Now the filter allows the user to go back to the same searched criteria, when they go back to the customer list. That criteria will stay in place until the user clears the filter.
Added new tags. They are identical to {Estimate:RateTable} and {Job:RateTable} but the rates will not be shown.
Fixed a bug that would not allow to email an invoice because of a single quotation mark present in the company name.
Fixed a bug that would show incorrect company phone number in online estimate page.
Fixed a bug that would list that shows the customer name twice in online estimate page.
Fixed a bug that would not allow to save an updated customer information from the the first click in Edit Customer page.
We have added the ability for job description edits to be made from the app.
Once the job description details page opens, there will be a link next to the Description title that would open a modal window with the job/estimate description that the user could edit.
Our Canadian customers now can process payments through Service Fusion. This gateway would be added as an option in the drop down menu when adding a new payment gateway.
Enhancements
We have added a Service Contract drop-down to the add/edit/view Estimate screens and also to the print and PDF forms of estimates including those that are being emailed.
We have added a tag for Service Location information on Invoices preference.
The user is now allowed to select multiple items from the same vendor in the Add Inventory page.
When you finished selecting the first product, at the upper right conner, there is a Add Another Item button. When clicked, new fields will appear to add another item. As long as it is the same vendor, you can add as many items as you like.
Before, there was no way to receive a single payment against multiple invoices belonging to several different Bill To accounts that share the same parent. Now the user is able to select multiple invoices from multiple sub-accounts and apply a single payment if they share a parent..
If needed, the user now can set the sales tax rates to have 3 decimals. To do this you first have to go to My Office > Settings > Company Preferences. There you will find an option: Decimal Digits For Tax. From the dropdown menu you can select your option.
Once you select how many digits applies to your tax, you can go to My Office > Settings > Taxes, Fees & Discounts and set the correct tax rates.
Fixed a bug that made PDF downloads take a long time.
Fixed a bug that would pull primary location information instead of selected Bill To information.
Fixed a bug that when quantity is set over 999, in the edit page it will reset it to zero.
Fixed a bug that made Start Labor Time When Tech Arrives On Site option, work incorrectly .
Fixed a bug that would time out if you filter by individual techs in Dispatch View.
Fixed a bug that would not let Repeating Jobs feature work correctly.
Fixed a bug that would not let you see the completed jobs of others.
The user now has the ability to grab a scheduled job and drag it back to the unscheduled folder in the Dispatch View page. As before the user had to edit the job and take of the dates.
We have added additional permissions for the worker app.
Allow user to modify product and service pricing on estimates and jobs:
Allow user to view Estimated Charges (Estimate tab) in field worker app:
Allow user to view Job Charges (Invoice tab in field worker app:
Allow users to view Customer List in field worker app.
Go to Workforce Management, find an employee that you would like to limit access in the worker app. Click on the pencil icon which is located all the way to the right of the employee's name. Then go to the Access tab. Scroll all the way down and you will see all of the settings.
We have added a Select box at the top of all email modals to allow the users to select which email address the message should be sent. Simply click on the address bar and a drop down menu will appear from where you can select your from address.
We have added new preferences, which include:
"Include Long Text on Estimates"
"Include Long Text on Work Orders"
When this option is set to Yes the long text of items on estimates and work orders are displayed.
We have added new email tags in Communication Templates section.
{Estimate:RateTableNoLongText}
{Estimate:RateTableNoRatesNoLongText}
{Job:RateTableNoRatesNoLongText}
{Job:RateTableNoLongText}
You are now able to run a report in the Day Sheet section, that includes additional site visits.
Before the Drive & Labor time report only included jobs that have been completed/invoiced. Now we have made it more flexible. We made the Custom option for the Drive & Labor Time report with more options. Custom option for the Drive & Labor Time report is just like the Custom Reports > Sales With Products Costs By Service Tech.
We have added an indicator for a quicker recognition that there are notes and tasks attached to a job. The indicators are green stars, which lets you know that there are tasks and notes.
We have added an All Job link to the top of All open Jobs. Now you can quickly identify how many total jobs you have. You can also click on the link and view all the jobs in one place.
Fixed Bugs
Fixed a bug that would not let the billable expense function properly.
Fixed a bug that would randomly select a Referral Source.
Fixed a bug that would not sync updated products to QBO.
Fixed a bug that would select a wrong opportunity owner when creating an estimate.
Fixed a bug that would show inactive employees in the drop down menu for the opportunity owners.
Fixed a bug that would show incomplete lists for Parent Category in the Product and Service Category page.
Fixed a bug that would not properly reflected job deposits on the invoice payment screen.
Fixed a bug that would not allow to expand multiple groups when more then one group exists.
Before we only show the locations of techs and fleet (when tracked with GPS trackers) in the admin system. Now we have added a screen to the worker app to allow users to see this as well. We added a preference to the workforce management section next to "In Field Worker App, Can View Schedules Of" named "In Field Worker App, Can View Locations Of" and in the drop down there will be a list of all the users who are field workers AND all the vehicles from the Fleet section (all active vehicles).
Fixed a bug that would duplicate entires in the service catalog.
Fixed a bug that would not let the app work properly in certain sections.
Fixed a bug that would load the inventory page extremely slow.
Fixed a bug that would retain the search and duplicate the products when loading more products in the catalog.
As before the "On the way" text message was a default message that could not be changed by user. Now we made it editable to where a user could customize the content of it if needed. We have added a column to the company preferences table to store the default message there. We have available system tags that you can copy and paste.
{Job:Number}
{Company:Name}
{Company:Phone1}
{JobLocation:LocationName}
{JobLocation:Street1}
{JobLocation:Street2}
{JobLocation:CityTown}
{JobLocation:StateProv}
{JobLocation:Postal}
Here is an example of a template:
Hello, this is {Company:Name} letting you know that your service tech is headed your way. Questions? Call {Company:Phone1}
On the product screen there is a regular price and a member price now. So if the Service Agreement is enabled, it will automatically pull the member price.
User is now able apply commission to a product by individual bases.
You can also assign a preferred Vendor for each product from the same page.
Fixed a bug that would prevent the check box for attaching PDF copies of document to be automatically checked when the preference is set to yes.
Fixed a bug that would not open PDF documents when emailed from the system.
Fixed a bug that would include closed jobs in the Day Sheet Reports even though only open jobs are selected.
Fixed a bug that would calculate tax from the original total amount even after a discount was applied.
Fixed a bug that would not properly reflect job deposits on the invoices.
We have added a Details Link to group names and for all the items in the group, this way you can view the long text right from the estimate charges screen.
In the pre work and post work signature screen, you can configure to show the items in the group or not to show. When creating a job, after grouping the rates together, if you click on an option to itemize in print/email
it would show the name of the group and all its items.
If you keep the box unchecked, then it will only display the group names.
If you go to Reports > Report Dashboard, on the left side, we have added a new report option by the name Tax. You now have the ability to run a sales tax report. The report is basically a way to calculate how much the company had in taxable sales and how much of that tax is owed to the State.
We have added a checkbox to the sales revenue reports Custom modals with label "Itemize Job Charges" It is under the "Open" and "Closed Out" checkboxes but in its own section with a separator. When this option is checked, the report includes the detailed charges of the job.
We have added an option to the Hours Worked by Employee report to show the locations of the employee on the map next to each time log. This button is placed above the Edit button. When opened, a modal will open with Employee's Locations showing the locations of the employee with pushpins indicating each event (e.g. clock in, out, break start, end, etc.) with a list of those events on the left side.
We have rebuild our add/edit screens to allow users to setup their rates. The users are now able to add additional setting to each rate row as well as to link services and products together. We have added a Flat Rate toggle that is set to no by default.
When Flat Rate is set to yes, new option will appear where you can add products and services together. Same as the product screen, you have a member price option, which will automatically be applied
We have added a checkbox to the add/edit/view estimate/job screens to allow users to override who the Bill To is on the invoice by default. Currently the Bill To is the parent account by default. By checking the box the bill to is overwritten and will go to the customer/sub-account him self.
We added a column to the customer list screen after the Tags column showing customer's job and estimate count. The title of the column is Est./Jobs with estimates being listed in the orange label and jobs in the green.
Fixed a bug that would not expand multiple groups at the same time.
Fixed a bug that did not calculate tax correctly after a discount was applied.
Fixed a bug that would not show content of Hours Worked By Employee report, when trying to print.
Fixed a bug that would not make the job incomplete when the incomplete check box is checked and saved.
Fixed a bug that would not pull up email contents from the template when it was selected through the Dispatch View.
Fixed a bug that would send multiple reminders when only one was set.
Fixed a bug that would allow users to log in even thought the account status was set to lock.
This applies to any jobs that have a parent account associated with it. We have added a section to the Info section of the worker app where we list the Parent Account contacts. This section is right under the Customer Contact section and titled "Parent Account Contacts" followed by all the contacts from that account along with their number.
The use now has ability to re-assign a job to a different tech. Simply click on the assigned to field:
Then uncheck your self and check the box of the tech that this assignment is being past to and click on save assignment.
Fixed a bug that would not email estimates from the app.
Fixed a bug that would not show the map when clicked on, from the info page.
The user is now able to change job and estimate numbers at any time. As before you could only change an invoice number. Simply find a job or an estimate you wish to change the number for and click on view button.
It will take you to the View Job or if it is an estimate, View Estimate page. There you will see that the job/estimate number is a clickable link. Click on the number.
When clicked, it will bring out an input field. Simply click within the field and change the number. You can input letters as well.
Click on the check button to save and the x button to cancel.
Invoice section enhancements
You can now click on the Job Total amount on the invoice screen to view and edit job charges. Any changes made within that popup will automatically adjust the invoice totals.
Dispatch Map (beta) enhancements and bug fixes
1. Jobs with incorrect addresses, invalid or lat: 0, lng: 0 coordinates do not get displayed as markers on the map anymore.
2. There was an issue with techs names being duplicated when they were assigned within the dispatch map.
3. Date and time filtering issues where jobs without dates and times were not not included as Unscheduled.
4. The address search field above the map has been fixed
Global search enhancement
You can now search for service locations within the global search field.
Customer list search enhancement
Now when you search for a particular customer, it hides all the alphabet letters where accounts do not match the search criteria.
Added Unit Cost to the product add/edit screens
You can now add product cost without having to create inventory orders.
Added company preferences
You can now set the following preferences:
1. Require Credit Card On All Jobs - This will prompt the user to enter credit card information on all jobs (i.e. a job cannot be booked without a credit card)
2. Prompt User For Payment Info On Jobs - This is not the same as the above setting. In this case the system will look for ANY payment method to be selected.
3. Require Password On Delete - A user will be prompted to enter their system password on any "delete" operations throughout the system.
We've made some changes to improve and speed up your login. Instead of an autocomplete where you have to type your company name and select from the list, now you can simply type or paste your company alias and it will be remembered. This will be on both administrative system and the worker app.
Now if the employee is inactive is will show it in the Mange Workforce page in medium gray color and italic typeface. Also added a column to show if the employee is active or inactive.
We have adde a preference where you can hide prices for all of the products and services but still have the ability to add them to the work order. The preference is in the Workforce Management section under the access tab.
If you turn this setting to no, then the tech will not see any pricing on all of the products/services. However, the tech will still have the ability to add products and services. Also, the tech will not see any pricing when those products/services are added to the work order.
We have added a preference to add custom fields on invoices. In the Company Preferences section we have added a toggle call: Include Job Custom Fields On Invoices.
When the setting is set to yes, you job custom fields will be visible on an invoices.
Fixed a bug that would make inaccurate labor time calculations when there is no 'Start" point.
Fixed a bug that would change the status from Completed to Dispatched when changing the primary contact.
Fixed a bug that would split the invoice apart incorrectly.
Fixed a bug that would show inactive employees in Dispatch Views.
Fixed a bug that would calculate none taxable items in a flat rate package.
Fixed a bug that would not auto sync invoice to QB automatically.
Fixed a bug that did not show actual job updates it would only say job updated.
Fixed a bug that showed incorrect job count.
Fixed a bug that would break down an estimate PDF into two pages.
Fixed a bug that would mark paid in full invoices as unpaid because modifications were done to them.
Fixed a bug that would display jobs on the wrong techs row.
Fixe a bug that would not display all of the Partially Completed jobs.
Fixed a bug that would show 1979 year in the calendar dropdown in the Workforce Management section of the software.
Fixed a bug that when selecting an alternate contact to be a primary contact on the job the system still treats it as an alternate contact and all of the action is going to the primary contact in the system.
Fixed a bug that would show time stamp incorrectly when taking a deposit and on automated messages in the conversation list.
When on the job details screen, we have replaced the icon in the top right corner of the app that takes the user to the dashboard to Edit Job. When a user taps on it, it will take the user to a screen where all the details of the job are available for them to edit. For example, job date and times, duration, description, etc.
1. Add email template selector and allow users to edit content of the body of the message being sent.
2. Allow users to attach docs and pics like in the admin system when sending messages.
Fixed a bug that would show estimate charges in the signature page even though the setting was set not to show pricing.
Fixed a bug that would not let IOS users to scroll all the way down on some of the pages and the buttons get hidden and is unusable.
Fixed a bug that would not show additional site visits if a preference is set to see other users jobs.
Fixed a bug that would not except zip codes beginning with zeros.
Fixed a bug that would not let users to create new job/estimates from the app.
Added ability to create new products from the field
Techs can now add new products to the product catalog from the mobile app. This helps in situations when a tech needs to purchase and add to a job an extra part that is not in the product catalog.
Separated open and completed work
Jobs and estimates that have been completed are not separated into a separate view. There is now a "Completed" option in the top right corner of the mobile interface when on the Jobs list screen.
Added Docs tab to estimates and jobs
Techs can now view documents attached to jobs and estimates and open them using their respective native apps (e.g. PDF reader, image viewer, etc.).
Bug Fix: Documents uploaded were trimmed in size
Fixed a bug that caused PDF and image files to be shrunk in size when uploaded from Estimate, Job and Customer Account > Documents tab screens.
Bug Fix: Estimate tags did not get deleted
Fixed a bug that caused estimate tags to be stuck to the estimate even after they were deleted.
Made "To Schedule" list clickable on Calendar views
When on the Calendar view, double-clicking on the job, estimate or task will now open a popup with its details.
Changed default print behavior on printable forms and reports
When you run a report or open a printable version of an estimate, work order or invoice, the Print dialog will not be opened automatically. This allows you to preview the document before printing it.
Added "tagging" to customer accounts
You can now tag your customers to more easily find them on the list. A special Customer List report with tagging support is planned for later this month.
Added Parent Account billing support
You can now link multiple accounts to a single parent account and create one invoice for all of them at once. Setting this up is as simple as selecting a parent account from the list on the main account screen. If this is set, all invoices will be billed to the parent account.
Changed the way estimates are converted to jobs
Previously, when an estimate was converted to a job, the original estimate would be eliminated and a job would be created. With the new workflow, a copy of the original estimate is retained and is filed away with the "Estimate Won" status, which can be accessed from the Estimates Dashboard.
Converted Estimates Dashboard to include all estimate statuses
You can now assign custom statuses to estimates and they will all be displayed on your Estimates dashboard. You can now also see estimates where you are selected as the "Opportunity Owner"
Adjusted Long Text box content on estimates and jobs to include more product information.
The Long Text description box now includes more product details that are loaded into the box by default. Keep in mind that the content of this box can be customized if desired.
Added new system tags to Communication Templates
The following tag were added:
{Estimate:Description}
{Estimate:TechsAssigned}
{Estimate:Pictures}
{Estimate:Documents}
{Estimate:Project}
{Estimate:ProjectPhase}
{Estimate:NoteToCustomer}
{Job:Description}
{Job:CompletionNotes}
{Job:TechsAssigned}
{Job:Pictures}
{Job:Documents}
{Job:Project}
{Job:ProjectPhase}
{Job:PaidBy}
{Job:Terms}
{Job:PaymentStatus}
{Job:Priority}
{Job:JobCategory}
{Job:PO}
{Job:CalledInBy}
{Job:ServiceContract}
{Job:TaskList}
{Job:NoteToCustomer}
Bug Fix: Agents assigned to customer accounts were not being correctly populated into jobs
Fixed a bug that prevented agents (i.e. sales agents) assigned to customer accounts from being automatically populated into the job field.
Enhancement: Email new users their login credentials
When you create new employees/users, their login credentials are automatically sent to them via email.
Field workers are now able to input email addresses when emailing payment receipts and invoices
Enhanced functionality allowing field workers to input the email address of customers when emailing payment receipts and invoices. Previously, only the estimate screen supported this functionality.
Bug Fix: Photos now maintain their aspect ratio
Photos uploaded from either desktop or mobile phone were stretched out to fit the screen. They now maintain their aspect ratio.
1. Added a preference to automatically Start job when the status changes to On Site
To enable this preference, go to My Office > Settings > Company Preferences (General settings - left side of the screen).
When set to "yes", the system will automatically convert the job status to "Started" when either the tech or the office staff change the job status to "On Site".
2. Added a preference to include Completion Notes on invoices
To enable this option, go to My Office > Settings > Company Preferences (Display settings - right side of the screen).
When enabled, Completion Notes will be added underneath the description of the job on printed and emailed invoices.
3. Added a preference to include completed jobs and estimates on calendar and dispatch
To enable this option, go to My Office > Settings > Company Preferences (Display settings - right side of the screen).
When enabled, all completed jobs and estimates (e.g. Estimate Provided, Won and Lost), will appear on both calendar and dispatch views.
You can also choose whether to display it as normal text or strike-through.
4. Added a preference to set the default number of rows for tables
To enable this option, go to My Office > Settings > Company Preferences (Display settings - right side of the screen).
This list size will control the default number of rows on estimate, job, invoice and other lists.
5. Added a popup to the job screen that contains pre and post-work signatures.
To access signature images, go to Jobs > View Job and click the More button on the menu. Then select Signatures.
6. Added Warehouses to List Management
You can now add, edit and view warehouses in the List Management section of My Office > Settings.
1. Dispatch grid now sorts rows by tech's name as defined in "Name To Display On Dispatch" setting on the user's profile.
2. Added a function that refreshes the dispatch grid every 60 seconds.
3. Added Notes For Techs field to the estimate screen
4. Added ability to select sub-account service location on invoices for jobs billed to parent accounts
1. Products without categories assigned did not appear on the product catalog
2. When creating or editing a calendar task the "pm" time would convert to "am"
3. The Job Details view popup from Dispatch and Calendar listed the street address twice
4. In multi-day jobs if a Multi-Day checkbox was unchecked, the "end date" would note get erased.
Create new estimate/job was released in private beta.
When a product was added from the app, the Quantity On Hand was not always adjusted.
We have added a column to the customer list called Last Serviced. This column includes the date of last (most recent) job for that particular customer. If there are no jobs, it will be blank. This column is sortable in both ascending and descending order.
The user now is able to see Job Categories when assigned, in Job Dashboard page.
Fixed a bug that would copy deposits and payments when a job was copied.
Fixed a bug that when you scroll up and down the page in edit mode it would adjust the quantity of the rate line items.
Fixed a bug that would pull names from the Day Sheet report that were not in the search.
Fixed a bug that would cut off the notes due to apostrophes.
Fixed a bug that would not convert some of the tags when emailing with New Customer Account template.
Fixed a bug that would not allow users to change password from the web portal.
Fixed a bug that would not allow the user to create new category in the product catalog page.
Fixed a bug that would not show job templates in the reminders section.
Fixed a bug that would not convert some of the estimate tags when emailed from the app.
Fixed a bug that would populate a fixed amount discount when a percentage discount is chosen.
Fixed a bug that would not show the additional site visits on the app side.
Now you can click within the arrival time window field and a dropdown with times will appear.
Fixed a bug that would not convert certain tags in the communication template section.
Fixed a bug that would put a calendar task a day early from the selected day if no start and end time is included.
Fixed a bug that would not choose default currency across the system when selected in the company preferences section.
Fixed a bug that would not show unscheduled jobs when setting up filters and in the dispatch map section.
Fixed a bug that would randomly round off taxes.
Fixed a bug that would show inactive statuses and inactive employees across the system.
Fixed a bug that would put select a service agreement date one day back from the selected date.
Fixed a bug that would create a brand new equipment in the customers profile each time when choosing a an existing equipment from the worker app.
We have added a purchase order functionality to the system. Follow these steps
1. Go to My Office > Settings > Company Preferences and look for "Personalize Product Description On Purchase Orders" to choose which fields from the product form you'd like to include on PO's.
2. Modify your default Email template for PO's. Here is an example of one that we called "Vendor PO" but of course you can customize one the way you like in Settings > Communication Templates.
3. When a job requires a PO, click on the More menu and then choose Purchase Order.
After the PO order is complete, you simply email it as PDF to the vendor.
Easy steps to configure so your QuickBooks Online syncs with Service Fusion.
You can set it to automatically sync as transactions occur, or you manually sync when you need to.
Please keep in mind that the invoice and payment synchronization is uni-directional (Service Fusion to QuickBooks). if payments are applied in QuickBooks, they will not be synced back to Service Fusion.
If a tech accidently chooses the wrong job on his Field Worker App, and presses the Status button, and it changes from Dispatched to On the Way, or any other scenario that might come up where you would have to change the status to it original stage. We now have a Rollback option to all open jobs. When you are looking at the Job screen in the Job Info section, in assigned tech field, next to the techs status, there is a Update tab. Click on it and a small window will pop up. Bottom left there would be a link named Rollback. Click on it, and it would allow you to go back to whatever status this job needs to be.
When you enter customers profile, there is a service agreement section. We have made a couple of changes. The Effective Date and Expiration Date fields can now be typed in manually.
Also, the note section is now not mandatory. As before you had to fill that field before the system lets you save the page.
Before, a user to view or edit time and labor had to go into the edit job mode and then go into the Time & Labor modal. Now we have merge the job charges, the time and labor and expenses into the main job screen.
We have made custom fields used on estimates/jobs searchable in the global search and jobs dashboard search field.
As before,if a user is not allowed to access the workforce section (view/create/delete), they are also not able to edit their own profile. We have changed this logic to allow the users to update their own profiles and change their own passwords. Users can click on the icon in the upper right of the screen and then go to My Profile. This will allow them to do whatever they want to do with their own profile regardless of the settings.
Now the system will prompt the user if he is about to exit the page without saving the content of the page.
Fixed a bug that would make the job blocks disappear when the job is being closed out from the dispatch view in daily and weekly views.
Fixed a bug that still allow users to see the Customer list even though the option to view it was turned off.
Fixed a bug that would not save customers name in the profile section.
Fixed a bug that would schedule a task one day early if there was no time specified.
Fixed a bug that would cut off a text message if there is a ampersand in the text.
As before we only display completion notes if the job has completion notes. We have changed this logic to display that field all the time and allow the user to tap the row to view and edit completion notes just like we do with job description.
Fixed a bug that did not show additional site visits of invoiced jobs in the worker app.
Fixed a bug that would sporadically not accept valid credit cards.
We have added more tags to the communication templates. We currently have tags for TechsAssigned as follows:{Estimate:TechsAssigned}{Job:TechsAssigned}. Currently the TechsAssigned tag lists all techs assigned to the job separated by commas. Also, we have added another level to the above tag structure to include info like the tech's photo for example from their profile, phone or email address.
{Estimate:TechsAssigned+ProfiePicture} or {Job:TechsAssigned+ProfiePicture} or{Job:TechsAssigned+Phone+Email+ProfilePicture}
Also, have added a Short Bio section to the workforce profile.
This bio can be included in email confirmations to customers tell them more about the tech before the visit. We have set the character limit to 255. The tag will be +BioFor example:{Job:TechsAssigned+Phone+Email+ProfilePicture+Bio}.
As before, when running a Sales Commission report, you had to run it with all products and all services. Now we have added an option to select just services or products. We added an option from the drop down menu called NONE.
We have added the ability to copy a job or an estimate. We added an option under the More menu and says Copy Job and Copy Estimate.
It will create an identical copy with all the details EXCEPT for status. The status for a copied job will be set to Unscheduled. For estimates it will be Estimate Requested.
Fixed a bug that would not retain a qty of 10,000 or more after saving the page.
Fixed a bug that would create a brand new equipment after adding an existing equipment from the app.
We have added another setting to the Additional User Permission settings and made appropriate adjustments to the worker app to not show the info. If you goto My Office > Settings > Workforce Management. Click on someones profile and all the way on the bottom, you will see the Additional User Permissions.
The first setting we have added is "Allow user to view parent account details via Info section of job/estimate"
If the setting is set to No, then the app will not show any parent account information in the info section. Not the paren account name, not the paren account contacts. By default it will be set to Yes for everyone.
Another setting we added is "Allow users to create invoices from the field worker app"
When this setting is set to No, then the Finalize Invoice button will be hidden on the app side.
We have added Location and Job# to the My Work list in the worker app. Now, the user is able to view this information right from his my work list without clicking on the job.
Fixed a bug that would not let the user invoice the job after it was completed.
Fixed a bug that would not separate multiple techs statuses as they are independently changed.
If you use QuickBooks to generate recurring invoices or you sometimes enter them manually, a sequence between Service Fusion and QuickBooks will eventually break. When this happens, QuickBooks will assume that the invoice you are trying to send it already exists and will simply return an already existing ID as opposed to creating a brand new invoice.
For example, your Service Fusion invoice sequence is 1001, 1002, etc. You create invoices in Service Fusion and sync them to QuickBooks. You then create recurring templates in QuickBooks and have it generate 15 invoices on the 1st of the month. Your QB invoices are now 1003 through 1015; however, in Service Fusion, the last invoice is still 1002. You now create another invoice in Service Fusion numbered 1003 and try to sync it to QB. QB then responds with an ID that belongs to its own invoice number 1003 because it "thinks" that it is the same invoice.
To avoid this conflict, you should set the "When syncing invoices, would you like QuickBooks to assign its own invoice number?" to Yes and also make sure that the "Custom transaction numbers" setting is set to No in QuickBooks.
To turn this feature off, click on the gear icon in the upper right. Then proceed to Account & Settings and select the Sales tab on the left.
In Service Fusion you will see both the Service Fusion and the QuickBooks invoice numbers ion the invoice view screen.
