CompanyCam + Service Fusion
Create new projects in CompanyCam when new jobs are added in Service Fusion
When a new job comes up in your Service Fusion system, turn it into a project in your CompanyCam app right away with this workflow. No need to waste time with manual data entry, let this automation streamline the process for you. It's a simple way to keep your projects organized and up-to-date across both platforms. Enjoy the convenience and efficiency that comes with having Service Fusion and CompanyCam smoothly working together.
When a new job comes up in your Service Fusion system, turn it into a project in your CompanyCam app right away with this workflow. No need to waste time with manual data entry, let this automation streamline the process for you. It's a simple way to keep your projects organized and up-to-date across both platforms. Enjoy the convenience and efficiency that comes with having Service Fusion and CompanyCam smoothly working together.
- When this happens...New Job
Triggers when a new Service Fusion job is created.
- automatically do this!Add Project
Creates a new project in your account.
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When Job Status Changes To
Try ItNew Estimate
Triggers when a new Service Fusion estimate is created.
Try ItNew Job
Triggers when a new Service Fusion job is created.
Try ItTypeRequired
Start DateRequired
Start Time
End Date
End Time
Task Note
Assign To (Users)
Relates To (Customers)
Relates To (Jobs)
Relates To (Estimates)
Privacy
Recurrence
New Customer
Triggers when a new Service Fusion customer is created.
Try ItNew Invoice
Triggers when a new Service Fusion invoice is created.
Try ItNew Tech
Triggers when a new Service Fusion tech is created.
Try ItCustomer 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