Business name or family name as it should appear in Service Fusion
⚠️ Possible duplicate(s) found in existing customers:
📇 Primary Contact
Phone or email is required (at least one)
👥 Alternate Contact
＋ Add
Optional second contact for this customer (e.g. spouse, property manager, tenant)
📍 Service Address
💧 Service Details
Stored in Service Fusion as a custom field. Options auto-populated from existing customers.
📱 Communications opt-in
Records the customer's communications consent. Once set in Service Fusion, SF texts the
customer a one-time opt-in; they reply YES and it locks in SF. That single
consent then covers all SF comms — On-The-Way texts, invoice texts, etc. Needs a mobile number.
⚠️ Add a phone number above, or uncheck this — SF's opt-in text needs a mobile number.
🔁 Monthly service customer
Service repeats every 4 weeks on Tuesday · first visit this cycle