Service Fusion Setup

Setup Employee

• Log into Service Fusion

• Go to My Office > Workforce Management

• Upper right hand corner, ADD NEW (green button)

• First tab is personal info, fill in First and Last name.

  • For name to display on work orders, only put their first name

  • Fill in driver's license number that should be submitted with the new employee paperwork

  • Click Next

• Contact tab

  • Input email address (first.last@repairprochico.com)

  • Input phone number

  • Click Next

• Employment

  • Fill in job title

  • Manager/Supervisor: RepairPro Services

  • Click Next

• Access

  • Apply Standard RepairPro Team Member template

    • If unsure, check with Maintenance Supervisor on what access is needed per employee

  • Click Next

• Payroll

  • Fill in the regular rate (from job offer)

  • Calculate Overtime Based on: California Overtime Rules

    • Based on 8 hours a day

    • Based on 40 hours a week

  • Fill in overtime 1 starts after 8 hours and overtime rate is 1.5x regular rate.

  • Click Next

• Schedule

  • Nothing to fill in, click Next

• Documents

  • Nothing to fill in, click Next

• Other

  • Nothing to fill, click SAVE

Setup EMPLOYEE'S CalEndar

Follow these instruction from your computer.

You can only add a calendar using a link if the other person's calendar is public.

1. On your computer, open Google Calendar.

2. On the left, above "My Calendars," click Add From URL.

3. Enter the calendar's address in the field provided. The address needs to be an ICAL link.

4. Click Add Calendar. The calendar will appear on the left side under "Other calendars."

Note: It might take up to 12 hours for changes to show in your Google Calendar.

Setup OUTSIDE VENDOR

• Log into Service Fusion

• Go to My Office > Workforce Management

• Upper right hand corner, ADD NEW (green button)

• First tab is personal info, fill in First and Last name.

  • For name to display on work orders, only put their company name or full name if a person.

  • Click Next

• Contact tab

  • Input their email address

  • Input phone number

  • Click Next

• Employment

  • Fill in job title as: Vendor

  • Manager/Supervisor: RepairPro Services

  • Click Next

• Access

  • Apply Vendor template

  • Click Next

• Schedule

  • Nothing to fill in, click Next

• Documents

  • Nothing to fill in, click Next

• Other

  • Nothing to fill, click SAVE

Vendor Notification

The vendor will get an email about their account, but they can disregard unless they actually want to use service fusion (which would be great! they could upload their invoices etc). But for most vendors they can ignore.