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Fusion invoice for Inventory

[Music] in this demo video I will give you an overview of some of the products that we offer and then walk you through a normal workflow process our software is broken up into two core components the first is the admin system which is what you would use in the office from the admin system you can create an estimate convert that to a job whenever you're ready you will have access to a drag-and-drop dispatch screen that's very simple to navigate a company in your own personal calendar in the accounting section service Fusion allows you to invoice customers directly out of this software but it also integrates with both QuickBooks desktop and click books online finally you have a reports section with the ability to create custom reports and export that data out of this system into an Excel spreadsheet the second piece is the field worker interface this is what your service tech would use out in the field from their smartphone or mobile device from this interface they can view their job assignments behind a calendar view under my work if you allow them to they can create their own work orders out in the field view inventory and stock levels per warehouse location along with basic clocking in and break functions as well that are then sent into a payroll report the field worker app also tracks your service technicians location this will keep you in the loop on what's happening out in the field at all times so to start let's talk about how we keep you and your team organized under the my office tab you will see estimate and job statuses service Fusion allows you to create as many statuses as you need once created those statuses will appear on the left hand side of your jobs dashboard this will make each work order very easy to find based off your own filing system you can even search for clients using the search field to the far right so let's pretend that a customer calls in and requests that we meet them at their property for an appointment today at 9 a.m. in this scenario the admin will go into the dispatch screen to the far left I can view all of my service technicians from this view I can easily see that max is available during that timeframe I would click and then choose job doing this will send me to the creative job screen but it also inserts max as the service tech and plugs in the date and arrival time so if it's a first time customer one that I've never dealt with before I can key in the information as they provide it in these sections if it's an existing customer I can search using the first few letters of the customer company main phone number or email address anything that you can think of to pull up that klatch record once I'll pull up a customer's record in the upper-left beneath the customer section you have service agreements so you can name your service agreements define what they cover even plug in a life span so the moment I pull up this record I instantly know whether this client is in or out of warranty beneath that section of the customers contact information the service location now if you work with residential customers some of these clients live in gated communities or a password protected area so you can place the flag in the box and then type in the gate code so the service tech has access to it without calling the customer directly beneath this section I have a job description and I will key that in here purchase order number it's all tracked and allocated to the work order so really quick just to make sure that you understand where we're headed creating a job in this system is very simple I have the consumer related information on the Left scheduling and any notes specifically for the service technician on the right and at the very bottom I have a section McKean all charges associated with the work order as well so going back to the consumer side of the work order at the top we have a toolbar the second box or customizable fields in service fusion you can rename these fields to say whatever you would like so the admin or the service technician can plug in the answers that apply and it's all tracked on this work order you have a section for photos documents even equipment and equipment history with respect to this customer as well now in the scheduling side of the work order if it happens to be a multi-day job you can place a flag in the box and then plug in the start and end date in some industries that we service they have jobs that repeat so you can place a flag in the back and it set the parameters for how often you would like for the system to recreate this work order and it does it all automatically in the completion notes section the service technician can summarize what was done on this job leave recommendations for the customer anything that you can think of and those answers will populate in this section in the middle area we have a section for you to plug in a full diagnostic checklist this will ensure that your service technicians are doing a full diagnostic on every single service call in the notes sections you can send messages back and forth to the service technician the this extra this area is private and this customer will not be able to see the notes in this section but it's still linked to this job under reminders you can set the system to remind the customer or the service technician by means of email text message or a phone call with respect to this job appointment scroll to the bottom and click save job so for most of our customers it literally takes 60 seconds to create a work order and then you're on to the next task in the upper left the system will assign this a job the job will work the work order number on the right-hand side I could take a deposit or create an invoice with one click of the button email the work order to my service technician or print out the work order with or without the pricing so we created a job and we assigned it to max so I'm going to play the role of Max to show you what the service tech sees when he receives this job so the work order we just created ends in seven to six so I would click to my work the job ending in seven to six is the very first work order we'll click on it and this is your service technicians view in the upper right they can see the customer name and the scheduling information behind the info button you can view all jobs and estimates that we've ever done for this customer historically hopefully this will save your text a ton of time from a diagnostic standpoint bond the mapping button I can receive turn-by-turn directions to the job site upload as many photos as I would like and capture multiple signatures and connect those signatures to this work order as well scrolling down to the bottom the service tech behind the task box can view the diagnostic checklist and can check off one by one as they complete them this way you can confirm that those tasks were completed prior to them leaving the property behind the invoice tab again assuming that we're at a customer site and now we need to add some charges so as you probably have noticed you can add a product and you can add a service now you can do this separately or you can bundle them together you guys probably know this as flat rate pricing but we will do this individually for this particular example so let's add a product as you can see all the categories are broken down and they're enhanced with images so it's a lot easier for the taxa tech to navigate and if he's in front of a customer it's a lot easier for them to sell so I will choose split systems and as you can see we have two sub categories again very simple for the tech to navigate so I'll choose air conditioners and in this section you can view the products add it and now I can view the description I can give you as many pictures as you would like to upload and even videos now the videos are something that's normally supplied by the manufacturer unless you guys choose to produce something in-house pricing can automatically load member pricing if the customer is under an active membership agreement you can also modify these prices at any given time on the spot scroll down to the bottom and click Add product very simple so we've added one product to the work order but we also need to this unit so I can scroll down to my service catalog it's also set up based off the category so I will choose installation and here are the two items that I have to choose from I'll choose the first scroll down to the bottom click at this service very very simple so we have our item we have our code at this point the job is done so when the job is called unday would scroll up to the very top click the power button and then change the work order status to complete it once the job is completed the service tech would scroll down and again behind the invoicing tab if you have ancillary charges or any rates that you would like to add to the work order they can be applied behind adjust current charges you can email the work order to the client or print it out and hand it to them otherwise I would click finalize invoice once you click finalize invoice it moves this work order over into your invoice folder in your my office dashboard but it also Maps this work order over into QuickBooks with the exact same invoice number we're trying to eliminate as many additional steps as possible now if you're dealing with the residential client you can take a payment out in the field by cash credit card or by cheque if you're working with the commercial client more than likely you're going to send them an email or you're gonna email them the invoice so when I click email it will pull up the email addresses associated with this work order most of our clients create an invoice template which in this case would summarize what was done on the job the charges that the client is responsible for and the link for the customer to make a payment the service technician can attach as many relevant photos or documents that you would like to share with the customer and click send now if your service tech has access to a wireless printer that can print out an invoice that has the company letterhead and logo on it if you work with property management companies it does separate the service location from the parent account and a description of the charges that the climb is responsible for now a lot of our customers they like to add a more personal touch to their invoices and estimate structure and for those clients we have what are called custom documents now with custom documents you may want to reinforce your brand with your customer by showing some of your previous work maybe some customer testimonials and reviews it can also be used for contracts and multi-page proposals it's extremely powerful and it was the most requested feature prior to its release now if you do decide to take service Fusion on a test drive it's important to understand that we have a plan for you and your team to help you with the transition 24 hours after you sign up one of our trainers will reach out and schedule a call so we can help you set up your system invoice structure with your company letterhead logo on it statuses help you import your data once this is done we will follow up with you every two days to make sure that we had get your questions answered and also to facilitate public and private training classes for you and your team it's unlimited and there's no additional cost no one in this industry provides the level of resources that we offer we want to make sure that you get off to a good start and that you have the help that you need so I truly hope that you found this video helpful if you any questions please reach out to us at 8 a.m. 8 9 0 2 0 3 0 4 we look forward to hearing from you soon have a great day [Music]