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Service Fusion + Upper Route Planner

Create delivery tasks in Upper Route Planner for new Service Fusion jobs

Activate this Zapier template to create delivery tasks in Upper Route Planner whenever you have new Service Fusion jobs.

Activate this Zapier template to create delivery tasks in Upper Route Planner whenever you have new Service Fusion jobs.

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

    Triggers when a new Service Fusion job is created.

    TriggerScheduled
  2. automatically do this!
    Upper Route PlannerUpper Route Planner
    Create Delivery Task

    Create Delivery Task

    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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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

  • eCommerce
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About Upper Route Planner

Upper Route Planner is a service that optimizes Route very efficiently.

Related categories