Microsoft Excel + Service Fusion
Add rows in Microsoft Excel for new Service Fusion estimates
Effortlessly manage your Service Fusion estimates with this streamlined workflow. Whenever a new estimate is created in Service Fusion, the information is seamlessly added as a new row in your Microsoft Excel spreadsheet. Simplify your financial tracking and organization with this convenient automation, saving time and keeping everything in one place.
Effortlessly manage your Service Fusion estimates with this streamlined workflow. Whenever a new estimate is created in Service Fusion, the information is seamlessly added as a new row in your Microsoft Excel spreadsheet. Simplify your financial tracking and organization with this convenient automation, saving time and keeping everything in one place.
- When this happens...New Estimate
Triggers when a new Service Fusion estimate is created.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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
