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Route4Me + Service Fusion

Create Route4Me orders from new Service Fusion jobs

Efficiently manage your service jobs and orders with this seamless workflow between Service Fusion and Route4Me. When a new job is added in Service Fusion, an order will be created in Route4Me, streamlining your order management process and saving you time. Stay organized and ensure accurate order information is always on hand with this handy automation.

Efficiently manage your service jobs and orders with this seamless workflow between Service Fusion and Route4Me. When a new job is added in Service Fusion, an order will be created in Route4Me, streamlining your order management process and saving you time. Stay organized and ensure accurate order information is always on hand with this handy automation.

  1. When this happens...
    Service FusionService Fusion
    New Job

    Triggers when a new Service Fusion job is created.

    TriggerScheduled
  2. automatically do this!
    Route4MeRoute4Me
    Create an Order

    Creates a new order.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • When Job Status Changes To

    Trigger
    Instant
    Try It
  • Service Fusion triggers, actions, and search

    New Estimate

    Triggers when a new Service Fusion estimate is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    New Job

    Triggers when a new Service Fusion job is created.

    Trigger
    Scheduled
    Try It

    • TypeRequired

    • Start DateRequired

    • Start Time

    • End Date

    • End Time

    • Task Note

    • Assign To (Users)

    • Relates To (Customers)

    • Relates To (Jobs)

    • Relates To (Estimates)

    • Privacy

    • Recurrence

    Action
    Write
  • Service Fusion triggers, actions, and search

    New Customer

    Triggers when a new Service Fusion customer is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    New Invoice

    Triggers when a new Service Fusion invoice is created.

    Trigger
    Scheduled
    Try It
  • Service Fusion triggers, actions, and search

    New Tech

    Triggers when a new Service Fusion tech is created.

    Trigger
    Scheduled
    Try It

    • Customer NameRequired

    • Account Number

    • Private Notes

    • Public Notes

    • Payment Terms

    • Discount

    • Discount Type

    • Credit Rating

    • Labor Charge Type

    • Labor Charge Default Rate

    • Qbo Sync Token

    • Qbo Currency

    • Last Serviced Date

    • Is Bill For Drive Time

    • Is Vip

    • Is Taxable

    • Parent Customer

    • Referral Source

    • Agent

    • Assigned Contract

    • Payment Type

    • Tax Item Name

    • Industry

    • Prefix

    • First Name

    • Last Name

    • Suffix

    • Type

    • Job Title

    • Department

    • Dob

    • Anniversary

    • Is Primary

    • Email

    • Email Class

    • Email Types Accepted

    • Phone

    • Phone Type

    • Phone Extension

    • Street 1

    • Street 2

    • City

    • State Prov

    • Postal Code

    • Country

    • Nickname

    • Gate Instructions

    • Latitude

    • Longitude

    • Location Type

    • Is Primary

    • Is Gated

    • Is Bill To

    • Customer Contact

    • Custom Fields

    Action
    Write
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route4me logo

About Route4Me

Route4Me optimizes where, when, and how your people, vehicles, assets, and routes should work.

Related categories

  • Commerce
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About Service Fusion

Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.

Related categories