> ## Documentation Index > Fetch the complete documentation index at: https://help.fieldpulse.com/llms.txt > Use this file to discover all available pages before exploring further. # How to Migrate from Service Fusion to FieldPulse > Move your customers, jobs, scheduling, estimates, invoices, and recurring services from Service Fusion to FieldPulse, with a full terminology map. > **Who uses this:** Admins — importing data and recreating your account setup happen in Company Settings, which requires admin access. **Availability:** All regions. This guide moves your data and workflow from Service Fusion to FieldPulse. The two platforms share the same core structure — [customer management](https://www.fieldpulse.com/features/customer-management), jobs, [estimates and invoices](https://www.fieldpulse.com/features/estimates-and-invoices), [scheduling](https://www.fieldpulse.com/features/scheduling-and-dispatching), and recurring services — and several features use the same or very similar names, so most of the move is recreating your setup once and learning the few differences. ## Overview The migration has three parts: import your existing data (customers and items), recreate your account setup (users, workflows, price tiers, and settings), and learn where each day-to-day task lives in FieldPulse. FieldPulse brings your data in with its own import tools rather than a direct Service Fusion connection, and the terminology reference below maps every Service Fusion term to its FieldPulse equivalent. ## Before you begin * Export your customer accounts, Service Catalog, and Product Catalog from Service Fusion to Excel, Google Sheets, or CSV, and keep your open jobs, estimates, and service agreements accessible for reference during setup. * Review [How to Import Data into FieldPulse](/settings/data/importing-data) and [How to Import Customers](/settings/data/importing-customers) before you start. * New to FieldPulse? Start with [Welcome to FieldPulse](/getting-started/welcome/overview) for an orientation to the platform. ## Terminology reference Here is how Service Fusion terminology maps to FieldPulse. Use this table as your translation key while you set up FieldPulse and while your team learns the new workflow. | **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 | ## Import your customers and items Bring your customer base and item catalog into FieldPulse with the import tools before you start creating jobs. 1. **Import your customer list.** Follow [How to Import Customers](/settings/data/importing-customers) to download the mass import template, fill it in from your Service Fusion customer export, verify the records, and upload. 2. **Import your items.** Build your Item List by importing your services and products with the item import template in [How to Import Your Item List](/settings/data/importing-item-list). Use your Service Fusion Service Catalog and Product Catalog exports as reference. If you sync FieldPulse with QuickBooks, do not import customers or items — the sync brings both your customers and your items into FieldPulse automatically. See [QuickBooks Online Overview](/integrations/accounting/quickbooks-online/overview). ## Recreate your account setup Work through these subsections in order. Users and workflows should be in place before you start creating jobs. ### Users and teams 1. **Add team members** in **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). See [How to Add New Users](/settings/users-teams/adding-users). 2. **Create teams** in **Company Settings > User Accounts > Teams**. Build the same groupings as your Service Fusion Crews and assign users to each team. See [How to Create a Team](/settings/users-teams/creating-a-team). 3. **Configure permissions** by opening each user profile to adjust what each user can view and edit. ### Custom status workflows 1. **Create job statuses** in **Company Settings > Jobs > Custom Status** to match the 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 in **Company Settings > Customer Communications > Automatic Triggers** — see [Setting Up Automatic Communication Triggers](/customers/communications/automatic-triggers). 2. **Create estimate statuses** in **Company Settings > Estimates & Invoices > Estimate Custom Status**, and configure notification triggers where needed. 3. **Create invoice statuses** in **Company Settings > Estimates & Invoices > Invoice Custom Status**, and configure statuses and notifications. See [Setting Up Custom Estimate & Invoice Status Workflows](/estimates-invoices/creating/status-workflows). ### Price tiers 1. **Enable Price Tiers** in **Company Settings > Features & Plug-Ins > Price Tiers**. 2. **Add a tier** for each pricing category you used in Service Fusion (for example, Member Rate, VIP, Wholesale). Configure each tier as a flat discount or markup percentage. 3. **Assign tiers to customers** by opening each customer record and setting the customer's Price Tier. The tier automatically applies to all line items on that customer's estimates, invoices, and flat-rate jobs. See [Setting Up Price Tiers](/customers/managing-customers/price-tiers). ### Company and financial settings 1. **Enter your company information** in the **Company Settings > General** tab (name, logo, contact information). 2. **Set a default tax rate** in **Company Settings > Estimates & Invoices > General**, or enable automatic tax rates in **Company Settings > Features & Plug-Ins**. 3. **Build estimate templates** from the **Estimates** tab under Sales: **Templates > Create Estimate**. 4. **Build invoice templates** from the **Invoices** tab under Sales: **Templates > Create Invoice**. See [Setting Up Estimate & Invoice Templates](/estimates-invoices/templates/creating-templates). 5. **Enable payment processing** in **Company Settings > Features & Plug-Ins > FieldPulse Payments** and start your application. See [Setting Up FieldPulse Payments](/payments/getting-started/applying). ### Customer-facing features 1. **Enable the Customer Portal** in **Company Settings > Features & Plug-Ins > Customer Portal**. Unlike Service Fusion's portal, the FieldPulse [Customer Portal Overview](/customers/customer-portal/customer-portal) supports invoice payments directly. 2. **Enable the Booking Portal** in **Company Settings > Features & Plug-Ins > Booking Portal**. The Booking Portal generates an embeddable link for your website where customers can request service, replacing Service Fusion's Customer Web Portal service request feature. See [Setting Up the Booking Portal](/jobs/booking-portal/booking-portal-setup). ## Create and dispatch a job Create a job the way you created a job in Service Fusion, then dispatch it from the Schedule. 1. **Create the job.** Go to **Jobs > Create Job** and search for your customer. If the customer does not exist yet, create the customer first under Customers. 2. **Fill in the job details.** Enter the job title and apply Tags for the job category (for example, Repair, Installation). Assign a user or team and set a date and time. Use **Find Availability** to see open time slots before scheduling. 3. **Save the job.** The job 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 record, open the job and add a **Site Visit** — the equivalent of an Additional Site Visit in Service Fusion. See [How to Add Site Visits](/jobs/jobs-tasks/site-visits).