Upper Route Planner + Service Fusion Integrations
How to connect Upper Route Planner + Service Fusion
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Popular Upper Route Planner + Service Fusion workflows
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Create delivery tasks in Upper Route Planner for new Service Fusion jobs
Create delivery tasks in Upper Route Planner for new Service Fusion jobs
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Create Delivery TaskCreate Delivery TaskAction
Job Status UpdatedTriggers when a job status is updated.Trigger- New CustomerTriggers when a new Service Fusion customer is created.Trigger
- New EstimateTriggers when a new Service Fusion estimate is created.Trigger
- New InvoiceTriggers when a new Service Fusion invoice is created.Trigger
- New JobTriggers when a new Service Fusion job is created.Trigger
- New TechTriggers when a new Service Fusion tech is created.Trigger
- Create Calendar TaskCreates a new Service Fusion calendar task.Action
- Service Fusion
Creates a new Service Fusion customer.
Scheduled
Action
- Service Fusion
Creates a new Service Fusion job.
Scheduled
Action
How Upper Route Planner + Service Fusion Integrations Work
- Step 1: Authenticate Upper Route Planner and Service Fusion.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Upper Route Planner
Upper Route Planner is a service that optimizes Route very efficiently.
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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.
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