Service Fusion to FieldPulse: Migration Guide

Service Fusion to FieldPulse: Migration Guide

Overview

If you’re moving from Service Fusion to FieldPulse, this guide covers the full transition. The two platforms share the same core structure: customers, jobs, estimates, invoices, scheduling, and recurring services. Several features use the same or very similar names. The key differences are called out in detail so your team knows what to expect.

---

Terminology Reference

Here is how Service Fusion terminology maps to FieldPulse:

Service Fusion

FieldPulse

Job

Job, Service, Project, or Work Order

Additional Site Visit (within a Job)

Site Visit

Estimate

Estimate, Quote, Bid, or Proposal

Estimate Options

Estimate Options

Invoice

Invoice

Recurring Invoice

Recurring Billing

Job Deposit

Partial Payment (deposit)

Dispatch Grid

Dispatch View (within Schedule)

Calendar

Schedule

Bottom bins (Unscheduled, Unassigned, etc.)

Job Queue (hourglass icon on Schedule)

Crews

Teams

Job Categories

Tags

Customer Account

Customer

Service Location

Location (on Customer record)

Parent Account / Sub-Account

Parent Customer / Related Customer

Customer Equipment

Customer Assets

Customer Web Portal

Customer Portal

Worker App / Field Worker App

FieldPulse mobile app

Field Worker / Technician

Service Agent

Service Catalog

Services (in Item List)

Product Catalog

Product (in Item List)

Member Rate

Price Tier (assigned to customer record; automatically applies markup or discount to line items)

Flat Rate Service

Pricebook (flat-rate job tool)

Service Agreement / SMA

Maintenance Agreement

Repeating Jobs

Recurring Jobs

Task List Presets

Subtasks or Custom Forms (checklists)

Job Costing

Job Costing

Referral Sources

Lead Source (on Customer record)

Service Fusion Payments

FieldPulse Payments

Stored Credit Card

Payment Method on File (ACH & CC)

Auto Bill (on Recurring Invoices)

Recurring Billing with Payment Method on File

Financing (Acorn)

Wisetack or Acorn Finance

Warehouses

Inventory Hubs

Purchase Order (PO)

Purchase Order

Vendor

Vendor

On The Way notification

Custom status notification trigger

ServiceCall.ai (phone/SMS)

Engage (VoIP + SMS + email inbox)

Fleet Tracking 2.0

Pulse Fleet Tracking

Tags (Customer, Job, Estimate)

Tags

My Office (settings)

Company Settings

Reports Center

Reporting

---

Recreate Your Account Setup

Work through these in order. Users and workflows should be in place before you start creating jobs.

Users and Teams

• Add team members: Company Settings > User Accounts. Create each user and assign a role: Admin (full access), Team Manager (manages a team), Service Agent (field technician), or Limited Agent (mobile-only, sees assigned jobs only).

• Create Teams: Company Settings > User Accounts > Teams. Build the same groupings as your Service Fusion Crews and assign users to each team.

• Configure permissions: Open each user profile to adjust what they can view and edit.

Custom Status Workflows

• Job statuses: Company Settings > Jobs > Custom Status. Create the Job statuses your team used in Service Fusion. For each status that triggers a Customer Communication (such as On The Way or Completed), configure an automatic email or SMS trigger on that status by going to Company Settings > Customer Communications > Automatic Triggers.

• Estimate statuses: Company Settings > Estimates & Invoices > Estimate Custom Status. Create statuses for your estimate pipeline and configure notification triggers where needed.

• Invoice statuses: Company Settings > Estimates & Invoices > Invoice Custom Status. Configure statuses and notifications.

Price Tiers

• Enable Price Tiers: Company Settings > Features & Plug-Ins > enable Price Tiers.

• Create tiers: Add a tier for each pricing category you used in Service Fusion (e.g., Member Rate, VIP, Wholesale). Configure each as a flat discount or markup percentage.

• Assign tiers to customers: Open each customer record and set their Price Tier. The tier automatically applies to all line items on their estimates, invoices, and flat-rate jobs.

Item List

• Build your Item List: Import Services and Materials using the import template. Use your Service Fusion Service Catalog and Product Catalog exports as reference.

• Do not import items if you are syncing with QuickBooks; the sync populates the Item List automatically.

Company and Financial Settings

• Company information: Company Settings > General tab (name, logo, contact information).

• Tax rates:

  • To set a default tax rate: Company Settings > Estimates & Invoices > General tab.

  • To enable automatic tax rates: Company Settings > Features & Plug-Ins tab.

• Estimate templates: Estimates tab under Sales > Templates > Create Estimate.

• Invoice templates: Invoices tab under Sales > Templates > Create Invoice.

• Payment processing: Company Settings > Features & Plug-Ins > enable FieldPulse Payments and start your application.

Customer-Facing Features

• Customer Portal: Company Settings > Features & Plug-Ins > enable Customer Portal. Unlike Service Fusion’s portal, FieldPulse’s Customer Portal supports invoice payments directly.

• Booking Portal: Company Settings > Features & Plug-Ins > enable Booking Portal. Generates an embeddable link for your website where customers can request service, replacing Service Fusion’s Customer Web Portal service request feature.

---

Your Daily Workflows in FieldPulse

Creating and Dispatching a Job

Step 1: Go to Jobs > Create Job. Search for your customer. If they do not exist yet, create them first under Customers.

Step 2: Fill in the Job title. Apply Tags for the Job category (e.g., Repair, Installation). Assign a user or team and set a date and time. Use Find Availability to see open time slots before scheduling.

Step 3: Save the job. It appears on the Schedule and in the Dispatch View for the assigned technician.

To add another visit to the same job without creating a new job record, open the job and add a Site Visit. This is the equivalent of creating an Additional Site Visit in Service Fusion.

To learn more about creating a Job record, click here.

Sending an Estimate

Step 1: Open the Customer record or Job record and go to the Estimates tab at the top. Select New Estimate.

Step 2: Add Line Items from your Item List. Both platforms use Estimate Options for multi-tier pricing. Add Estimate Options in FieldPulse the same way you did in Service Fusion.

Step 3: For upsells your Customer can select themselves, use Add-On Options.

Step 4: Send the Estimate via email. Your customer receives a link to view and approve it. When they approve, the Estimate status updates automatically to Accepted.

To convert an accepted Estimate to an Invoice, open the Estimate and select Convert to Invoice.

To learn more about creating an Estimate record, click here.

Collecting Payment

Step 1: Open the Invoice and select Finalize Invoice to move it out of Draft status.

Step 2: To collect immediately, select Payment. Choose card, ACH, cash, or check.

Step 3: To send a payment request to the Customer, select the green Actions button and Send To Customer. With FieldPulse Payments, you can click to include a payment request with your Invoice. Your customer receives an email with a link to pay online.

To collect a deposit before work begins, select the percentage or fixed amount you need before collecting payment or sending a payment request.

To learn more about Collecting Payment, click here.

---

What Your Techs Need to Know

The FieldPulse mobile app is available on iOS and Android, replacing the Service Fusion Worker App. Here is what changes for field technicians:

• Status updates work the same way: tap the job and select the next status. If your Admin configured notification triggers on statuses (such as On The Way), those send automatically when you update the status.

• To build or present an Estimate in the field, open the job, go to the Estimates tab at the top, and create a new Estimate. Use Estimate Options to present multiple Price Tiers the same way you did in the Service Fusion Worker App.

• To record Customer equipment, open the Customer record or Job record and add a Customer Asset with the model, serial number, and install date.

• To collect payment, open the invoice from the job and tap Payment. Choose card, ACH, cash, or check.

• To log time manually, use the Timesheets tab.

• FieldPulse works offline. The app switches to Offline Mode automatically when signal is lost and syncs when the connection is restored.

---

Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.