<h2 id="3z63o4562xi" data-toc-id="3z63o4562xi">Overview</h2><p>Data Imports let you bulk import records into Forz from CSV files. This is useful when migrating from another system or adding large amounts of data at once.</p><h2 id="2lt3pipsyrc" data-toc-id="2lt3pipsyrc">What You Can Do</h2><ul><li><p><strong>Upload CSV files</strong> — Import data from properly formatted CSV files</p></li><li><p><strong>Map columns</strong> — Match CSV columns to Forz fields</p></li><li><p><strong>Review imports</strong> — Preview data before committing the import</p></li><li><p><strong>View import history</strong> — See past imports and their results</p></li></ul><h2 id="y54a44kpdl1" data-toc-id="y54a44kpdl1">How to Access</h2><p>Navigate to <strong>Settings → Data Imports</strong> from the main navigation menu.</p>

Import data from CSV files into your Forz account.

Data Imports settings

Guides for Forz field service management — jobs, scheduling, invoicing, inventory, and more.

Assets

Track company equipment, tools, vehicles in a central registry with assignment and request workflows.

Managing Assets

Track technician certifications, licenses, and training records to ensure compliance and qualification.

Certificates

Automation

Automate repetitive actions across customers, jobs, leads, and tasks with trigger-condition-action workflows.

Workflows

QuickBooks, Twilio, Stripe, and SSO integrations

Integrations

Sync your accounting data between Forz and QuickBooks Online to eliminate double entry and keep records consistent.

QuickBooks Online Integration

Configure SMS and voice messaging for customers directlty from Forz conversations through Twilio phone number.

Twilio Integration

Accept credit card and ACH payments from customers through Stripe-powered checkout links.

Stripe Integration

Manage team authentication, user invitations, and password resets through WorkOS powered SSO.

Single Sign-On (SSO)

Time Tracking

Track technician work hours with clock in/out, GPS location, automatic deductions, and pay calculations.

Review a day's clock and job-timer records, fix what's wrong, book time off, and approve each technician's pay period.

Timesheets

Sales

Manage your sales pipeline by tracking weighted revenue and moving opportunities through stages using specific amounts, probabilities, and close dates.

Deals

Capture and manage potential customers through qualification stages, with built-in duplicate detection to ensure a clean pipeline before converting qualified leads to customer records.

Leads

Support

Create and manage support tickets to track customer issues and link them to jobs.

Tickets

Purchase orders, vendors, expenses, and bills

Purchasing & Finance

Create and manage purchase orders to track material and service purchases from vendors.

Purchase Orders

Manage your supplier and vendor records, including contacts, addresses, and purchase history.

Vendors

Track business expenses with payment type, amount, and optional assignment to projects or jobs.

Expenses

Track bills from vendors, record payments and manage outstanding balances.

Bills

Reporting

Build custom dashboards with configurable layouts and widgets to monitor your business

Dashboards

Build filtered reports from your data using natural language or manual filters, and export to CSV or PDF.

Custom Reports

Equipment tracking, inspections, and device inventory

Devices & Inspections

Register, organize, and track equipment and devices within your systems

Managing Devices

Schedule and record device inspections with configurable frequencies and due dates.

Inspections

Task management, templates, and project tracking

Tasks & Projects

Create, assign, and track tasks across jobs, projects, customers, and other records

Managing Tasks

Create reusable task groups to add multiple tasks to a record at once.

Task Templates

Organize multiple jobs, tasks, invoices, and time logs under a single project for large or ongoing work.

Projects

Customer Portal

Give your customers a branded self-service portal where they can view their jobs, estimates, invoices, and inspections.

Enable and configure the Customer Portal so your customers can view their jobs, estimates, invoices, and inspection information.

Customer Portal Setup

Conversations, calls, email, and templates

Communication

Send and receive SMS and email messages in threaded conversations linked to your contacts.

Conversations

View call history, recordings, transcriptions, and AI-generated summaries for your voice calls.

Calls

Create and manage scheduled outbound call lists for systematic customer and lead follow-up.

Call Lists

Send emails from records like invoices, estimates, jobs, purchase orders, and sales orders.

Email

Create and customize email templates with Liquid variables for invoices, estimates, jobs, purchase orders, and sales orders.

Email Templates

Items, stock levels, transfers, and adjustments

Inventory

Create and manage the products, services, and inventory items your field service team uses on jobs, invoices, and purchase orders.

Items

Track inventory quantities across multiple warehouse and vehicle locations, and set reorder points to avoid stockouts.

Stock Levels

Move inventory items between warehouse, vehicle, and job-site locations and track the transfer through to completion.

Inventory Transfers

Manually adjust inventory quantities at a specific location to correct stock counts, write off damaged goods, or record received materials.

Inventory Adjustments

Follow stock through Forz — how it arrives, what holds it in reserve, how it leaves, and how to correct the count.

How Inventory Works

Invoices, payments, estimates, and customer checkout

Billing & Payments

Create, send, and manage invoices for completed field service work

Invoices

Record payments received from customers and apply them to invoices.

Payments

Set up invoices that generate automatically on a repeating schedule.

Recurring Invoices

Let customers pay invoices online through a self-service checkout portal.

Customer Checkout

Create and send estimates to customers, track their response, and convert accepted estimates into jobs or projects.

Estimates

View, manage, and bill every job that's done but not yet invoiced.

Unbilled Jobs

Create a customer invoice, add products and services, and save it as a draft.

Creating a New Invoice

Learn how to edit, share, mark invoices as sent, and set them as void.

Invoice Actions: Edit, Share, and Void

Learn how to record payments on your invoices.

Receive Payments

Manage customer records, contacts, and service locations

Customers & Sites

Create, edit, search, and organize customer records in Forz.

Managing Customers

Create and manage contact people linked to customers, sites, and jobs.

Contacts

Create and manage service addresses (sites) where field work takes place.

Sites and Locations

Create a contact from the Contacts list and link it to a customer, vendor, lead, site, job, or project.

Creating New Contacts

Link an existing contact to a customer from + New → Link Existing Contact, choose a relationship type, and save.

Linking Existing Contacts

Edit a contact, use Merge contact and Delete from the More menu, and recognize the Primary Contact star.

Contact Actions

Calendar views, schedule suggestions, route planning, and dispatch

Scheduling & Dispatch

View and manage your team's schedule on the Calendar.

Calendar

Use AI-powered suggestions to find the optimal time slot and technician for a job.

Schedule Suggestions

Plan daily routes for technicians, assign and reorder jobs, optimize routes, and dispatch scheduled work to the field.

Route Planner

Optimize technician routes automatically using routing APIs, skills matching, and time windows.

Smart Dispatch

Create, assign, manage, and track field service jobs

Jobs & Work Orders

Create new jobs to track field service work for your customers.

Creating Jobs

Find, filter, update, schedule, and organize your jobs from the jobs list and job detail views.

Managing Jobs

Create reusable templates that pre-fill job type, description, labels, and products & services when you create a job.

Job Templates

Schedule jobs to generate automatically on a repeating basis for ongoing service agreements and preventive maintenance.

Recurring Jobs

Getting Started

To get started with Forz, the account administrator needs to complete five simple steps to set up the organization and get it ready to go in Forz.

Company Setup: First Steps in Forz

Learn how to show, hide, or reorganize modules in the sidebar.

Customize Sidebar Navigation

Learn how to edit widgets, rearrange the layout, and manage multiple dashboards.

Customize Your Dashboard

Discover how to schedule jobs or events from the calendar.

Scheduling Jobs or Events

Learn how to easily get in touch with Forz Support and share in-context requests for seamless communication.

Submit Feature Requests, Bug Reports, or Feedback

Complete your first job lifecycle — from creating a customer to generating an invoice — in under 10 minutes.

Getting Started with Forz

Save the filters, search, and sort on any list page as a named view you can switch back to in one click.

Saved views

Find records, navigate, create, and run actions from one keyboard launcher — open it with ⌘K.

Quick Command

Forz Mobile App

Settings

Manage your company profile, contact information, address, and logo.

Company Settings

Manage your subscription plan and billing information.

Subscription

Manage team members, roles, permissions, and user accounts.

Users settings

Configure tax rates for invoices, estimates, and sales orders.

Taxes settings

Set up and manage payment terms for invoices.

Payment Terms settings

Configure the customer-facing portal for sharing documents and updates.

Customer Portal settings

Manage fire protection system types and their configurations.

Systems

Configure default settings and messages for invoices.

Invoices settings

Configure default email messages for purchase orders.

Purchase Orders settings

Configure default email messages for estimates.

Estimates settings

Configure default email messages for jobs.

Jobs

Define the types of jobs your company performs.

Job Types

Job Templates are managed from Jobs, not Settings. Open the full Job Templates guide.

Job Templates settings

Build custom filtered views of your data.

Smart Lists

Create reusable task templates for standardized workflows.

Task Templates settings

Add custom data fields to records across your system.

Custom Fields settings

Design and manage custom document templates.

Custom Documents

Customize status workflows for different record types.

Status Options

Define action codes for categorizing work performed.