Service Fusion
Paid RequiredSee pricing & details →
How to in Service Fusion
- 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.
- 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.
- Open Dispatch Board: Click the Dispatch Board / Scheduling view to see unscheduled jobs and technicians on the map and calendar.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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).
FAQ for Service Fusion
Will changes made in the mobile app immediately appear in the web dashboard?
Yes — Service Fusion documents real-time visibility between the mobile app and web Job Dashboard so technicians' updates (status, photos, signatures, payments) are available to the office.
How do I send appointment reminders to customers for a scheduled mobile work order?
Use the Send reminders action from the job or scheduling card in the Dispatch Board to send day-of appointment reminders via the platform's built-in messaging options (email/SMS).
What if a technician's mobile update (photo, signature, or payment) doesn't show up in the office dashboard?
First confirm the technician completed the action in the mobile job (photo/signature/payment) and that the device has connectivity, then check the Job Dashboard/Dispatch Board for the updated status; if issues persist, use Service Fusion support or training resources (SF401 videos) for troubleshooting.
Common mistakes when using Service Fusion
Creating a job but not saving all required job fields so it never appears on the Dispatch Board.
When creating the work order, complete required fields (customer, address, service, date/time) and click the save/generate action so the job is published to the Job Dashboard and Dispatch Board.
Dragging a job to the map but forgetting to assign it to a specific technician, leaving it unassigned in the Dispatch Board.
After dragging the job into the schedule, verify the technician name appears on the job card (or explicitly drop it onto the technician row) to ensure the assignment is recorded.
Technician captures photos or signature offline but assumes office will see them instantly.
Ensure the mobile device regains connectivity so the mobile app can sync; then confirm the images/signature appear on the web Job Dashboard — advise technicians to verify upload completion before leaving the site.
Closing a job in the Job Dashboard before the invoice/payment is recorded, which prevents moving the job into Closed Jobs correctly.
Use the Job Dashboard workflow to change Status Categories only after the invoice shows as paid; follow the documented step of moving fully paid invoices/jobs into Closed Jobs.