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Service Fusion + ServiceForge

Service Fusion + ServiceForge integrations

Create jobs, tasks, or customers in ServiceFusion from new ServiceForge messages

Automatically create jobs, tasks, or customer records in ServiceFusion when a new call intake is received in ServiceForge. Update important customer and call details instantly, helping your team stay organized and respond faster without manual data entry.

When this happens...
New MessageTriggers when a new message is received.
TriggerInstant
automatically do this!
Create JobCreates a new Service Fusion job.
ActionWrite

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More things you can do with ServiceForge and Service Fusion

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

New Message
Triggers when a new message is received.
Trigger
Instant
Try It
- When Job Status Changes To
Trigger
Instant
Try It
New Estimate
Triggers when a new Service Fusion estimate is created.
Trigger
Polling
Try It
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

- First Name
  Required
- Last Name
- Email
- Country Code
- Phone
- Address
- City
- State
- Zip
- Country
Action
Write
New Customer
Triggers when a new Service Fusion customer is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Service Fusion invoice is created.
Trigger
Polling
Try It
New Tech
Triggers when a new Service Fusion tech is created.
Trigger
Polling
Try It
- 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

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

About ServiceForge

ServiceForge is an all-in-one solution for home service teams—offering 24/7 live answering, job booking, payments, and branded tools to support your business.

HelpHelp

Related categories

Scheduling & Booking