What we would aim for
After a call ends, a customer and a work order with the caller, the address, and the job details. The exact record, and how a returning customer is matched, would be confirmed against your account.
Field service
On requestWork orders in Service Fusion are on request.
If the office dispatches from Service Fusion, the finished product is a customer and a work order there. That is what we would build toward. Today the receptionist books a calendar and texts your on-call number, and your office keys the job in.
On request. Not live. There is nothing to connect. We scope it with a shop that runs on Service Fusion.
How the connection actually works
What we need from the shop
Access to your Service Fusion account for the connection, and a decision on which job type and status a phone call starts as.
What we would not do
Assign a technician or choose a time. Dispatch stays with your office.
Daytime and after hours
During the day
Nothing is written for a call you answer. A call the receptionist takes would write after it ends.
After hours
The same, at any hour, so the morning starts with the overnight calls already entered.
What scoping would look like
What scoping would cover. Nothing to connect today.
Describe your work-order flow
What a phone call should start as in Service Fusion.
Share access
How the connection to your account would be authorized.
Quote and test
Adapter work is quoted at setup and tested before live calls.
Limits and edge cases
- No timeline is promised.
- Until it exists, the calendar booking and the on-call text carry the job.
This is for
- Shops on Service Fusion that miss calls after hours.
This isn't
- Shops that only need a booking calendar.
What we won't claim
- Exist as a self-serve connection.
- Assign technicians.
- Read your Service Fusion jobs back.
Service Fusion questions
Is Service Fusion supported?
Not yet. It is on request, scoped and quoted at setup.
Can the receptionist still help a Service Fusion shop?
Yes. It answers, books a calendar slot, and texts your on-call number. Your office enters the job.
Does it replace Service Fusion?
No. It answers the phone. Service Fusion stays your system of record.