Route4Me + Service Fusion

Route4Me + Service Fusion integrations

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.

When this happens...
New JobTriggers when a new Service Fusion job is created.
TriggerPolling
automatically do this!
Create an OrderCreates a new order.
ActionWrite

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More things you can do with Service Fusion and Route4Me

Discover other triggers and actions you can use with Service Fusion and Route4Me

- When Job Status Changes To
Trigger
Instant
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New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
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New Job
Triggers when a new Service Fusion job is created.
Trigger
Polling
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- Type
  Required
- Start Date
  Required
- Start Time
- End Date
- End Time
- Task Note
- Assign To (Users)
- Relates To (Customers)
- Relates To (Jobs)
- Relates To (Estimates)
- Privacy
- Recurrence
Action
Write
- ###Customer Contact Information
- Customer
  Required
- First Name
- Last Name
- ###Location Information
- Location Name
- Address
- Ste/Unit/Apt
- City
- State
- Zip Code
- Gated Property
- Gate Code
- ###Job Details Section
- Job Category
- Job Description
- PO#
- Job Source
- Agent/Rep
- ###Job Information Section
- Job Status
  Required
- Job Date
- Arrival Time Start
- Arrival Time End
- Job Priority
- Assigned Techs
- Notes for Tech
- Completion Notes
- Payment Method
- ###Custom Fields Section
- Custom Fields
Action
Write

New Note Attachment
Triggers when there is a new note attachment.
Trigger
Polling
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- Address
  Required
- Address Alias
- First Name
- Last Name
- E-Mail
- Phone
- Address Group
- Custom Fields
Action
Write

- Route Destination ID
  Required
- Route ID
  Required
Action
Search

New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
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New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
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New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
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- Customer Name
  Required
- 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
- Activity Type
Trigger
Polling
Try It
- Address
  Required
Action
Write
- Address
  Required
- Address Alias
  Required
- First Name
- Last Name
- E-Mail
- Phone
- Schedule Date
- Service Time
- Weight
- Cost
- Revenue
- Cube
- Pieces
- Custom Fields
Action
Write

About Route4Me

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

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Related categories

Commerce

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.

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Related categories

eCommerce