Service Fusion

1. Click Generate Work Order

   From the web Jobs area, click the Generate work order action (the system supports generating work orders in a single click) to create a new mobile-capable work order.

2. Fill Job Details form

   In the job creation dialog, enter customer, service, address, date/time and any required custom fields or templates, then save the job so it appears in the Job Dashboard and Dispatch Board.

3. Open Dispatch Board

   Click the Dispatch Board / Scheduling view to see unscheduled jobs and technicians on the map and calendar.

4. Drag job to Dispatch Board

   Drag and drop the newly created job onto a technician or a time-slot on the Dispatch Board to assign and schedule the work order.

5. Click Send Reminder

   From the job or scheduling card, use the Send reminders action to dispatch appointment reminders (email/SMS) to the customer on the day of the work order.

6. Open Mobile App

   Have the technician open the Service Fusion mobile app on iOS or Android and open their assigned job in the app's Jobs list to access job details in the field.

7. Tap Capture Photo / Capture Signature / Process Payment

   In the mobile job screen, use the photo capture control to add job photos, use the signature capture control to capture eSignatures, and use the payment/collection control (FusionPay) to collect on-site payments; these actions are supported natively in the mobile app.

8. Open Job Dashboard and change Status Categories

   Back in the web interface, open the Job Dashboard, update the job Status Categories and move completed invoiced jobs into Closed Jobs once payment is recorded.

9. Verify real-time updates

   Confirm that changes made in the mobile app (photos, signature, payment, status) are visible in the web Job Dashboard and Dispatch Board (Service Fusion provides real-time visibility between field and web interfaces).

1. Open customer Configure Personal Communication Preferences

   Navigate to the customer account and click Configure Personal Communication Preferences to edit that customer's communication settings.

2. Check Send Invoice Reminders for the customer

   Within Configure Personal Communication Preferences, check the box next to Send Invoice Reminders to enable reminders for that specific customer.

3. Set company default in My Office > Company Preferences

   Navigate to My Office > Company Preferences and make sure the box is selected for the Send Invoice Reminders permission so all new customers created afterward have reminders enabled by default.

4. Batch update customers using Batch Edit & Delete Customers

   Open the Batch Edit & Delete Customers feature, select the customers to change, and apply the permission change to enable Send Invoice Reminders in bulk.

5. Create a new reminder preset with the blue New button

   Open the Reminder Presets area, choose the appropriate category on the left (estimates section or job/site visits section), and click the blue New next to the section name to create a preset.

6. Save the preset so it appears in the drop down

   After configuring the preset, save it; saved presets will appear in the drop down of the corresponding section for later selection.

7. Add specific reminders using Add Reminder and configure exemptions

   Select a preset from the section drop down and click Add Reminder to add reminder actions; use the check box to disable reminders from being sent to invoices under a certain dollar amount and use the provided check boxes to disable reminders for customer accounts with a specified tag or when the associated job is tagged.

1. Click the carrot next to the Invoice button

   On the invoice/job screen, click the carrot next to the Invoice button and select Recurring Invoice to open the Recurring Invoice creation window.

2. Set the Starts field

   In the Recurring Invoice window, type or pick a future date in the Starts field — this date will be the first instance the recurrence is based on.

3. Click Recurrence Schedule

   Click the Recurrence Schedule dropdown and choose the frequency (Daily, Weekly, Monthly, or Yearly) and then configure the associated timeframe option presented for that frequency.

4. Open Outbound Email Settings

   Navigate to Outbound Email Settings in the system settings and set Email Customer Invoice After It Is Created to YES so generated recurring invoices will be emailed.

5. Update customer Email Preferences

   Open the customer record(s), go to Email Preferences and ensure Invoice is checked; to update multiple customers at once, use Batch Edit & Delete Customers to enable Invoice in their Email Preferences.

6. Open Repeating Jobs (if scheduling visits)

   If you also need recurring cleaning visit creation, open the Repeating Jobs function to create repeat jobs on the desired frequency (this function is separate from Recurring Invoices).

Service Fusion is a field service management platform that helps contractors manage scheduling, dispatch, customer records, work orders and billing from web and mobile interfaces.

Yes. Service Fusion provides a technician mobile app so field teams can view schedules, access job details, create and close work orders, and process payments on site.

Yes. Service Fusion supports invoice generation from completed jobs and accepts payments online and in the field, with integrations for payment processing.

You can request a free demo or contact Service Fusion via their website to get product information, a demo, or a tailored quote.