> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getmailr.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Mailr is a direct-mail marketing platform for US home-services contractors. Each postcard is personalized with an AI-enhanced image of the recipient's own home and a unique QR code that leads to a personalized landing page. Campaigns can target a neighborhood the customer draws on a map, the homes around past jobs they upload or import, or fire automatically from their CRM. Mailr does not mail an uploaded recipient list. When answering questions, prefer the exact steps and UI labels from these docs, and direct users to app.getmailr.com to sign in. For anything involving account-specific data, billing disputes, or mail that appears lost, direct the user to support@getmailr.com.

# Service Fusion

> Connect Service Fusion to Mailr to trigger postcards from jobs and estimates, deliver leads, and book revenue when an estimate hits your sold status.

Connecting Service Fusion lets your field-service work drive your mail. A job or estimate can queue a postcard campaign around that job site, leads from your postcards land back in Service Fusion as customers, and sold estimates book revenue against the campaign that earned them.

## What you get

* **Triggers** — the events that can start a campaign:
  * **Job created**
  * **Job reaches a status** (picked from a dropdown of your real job statuses)
  * **Job completed (closed)**
  * **Estimate sold** — the estimate reaches a status you type, with suggestions from your recent estimates
  * **Customer created**
* **Revenue tracking** — revenue books when an estimate reaches one of **your sold statuses**, which you choose in the setup wizard. The wizard says: *"Revenue books when an estimate reaches a sold status."*
* **Lead delivery** — when someone scans your postcard and fills in the landing page form, Mailr creates a **customer** with a primary contact and a primary service location in one step. Leads are matched by email first, then phone, so a resubmitted form doesn't create a duplicate. Extra answers go into private notes with a *"Created by Mailr"* breadcrumb.

## Connect Service Fusion

Only the workspace **Owner** can connect a CRM. See [Team & roles](/account/team-and-roles).

<Steps>
  <Step title="In Mailr, open Automations">
    Go to **Campaigns → Automations** in [the Mailr app](https://app.getmailr.com) and find **Service Fusion** under **CRM Connection**. Clicking a tile only opens its panel — nothing connects until you press the Connect button inside.
  </Step>

  <Step title="Generate a consumer in Service Fusion">
    Go to **My Office → Developer Settings → OAuth Consumer**, generate a consumer, and copy both its **Client ID** and **Client Secret**. There's no login screen for this connection — treat the pair as a two-part API key, and copy both from the *same* consumer.
  </Step>

  <Step title="Paste both values into Mailr">
    Press **Connect Service Fusion** and paste them. The dialog reads: *"In Service Fusion, go to My Office → Developer Settings → OAuth Consumer, generate a consumer, and paste its Client ID and Client Secret here. We exchange them for a token and check your account before saving."* Bad credentials never save.
  </Step>

  <Step title="Pick your sold estimate statuses">
    The setup wizard opens on its own: **Leads → Job address → Tracking**. On the **Tracking** step, choose the estimate statuses your team uses to mean "sold". The connected panel nudges you too: *"review setup to pick your sold estimate statuses."*
  </Step>
</Steps>

<Warning>
  **If you don't pick any sold estimate statuses, revenue never books.** Service Fusion lets you type estimate statuses freely, so Mailr has no way to guess which of yours means "sold". Open **Review setup** on the Service Fusion panel and choose them — otherwise your results will show scans and leads but no revenue.
</Warning>

## How syncing works

Service Fusion is **checked hourly**. The in-app line reads: *"Checked hourly (near-real-time is the fastest Service Fusion supports)."* Hourly means a campaign can be queued up to an hour after the event. automated campaigns use a design you've already approved and are reviewed by Mailr before anything mails.

<Note>
  The clock starts the moment you connect. Jobs and estimates that closed *before* you connected never trigger a campaign. To test it, sell a fresh estimate after connecting.
</Note>

## Disconnect or reconnect

Disconnecting stops lead sync and campaign triggers and deletes the stored credentials. Your settings — including your sold statuses — are kept, so reconnecting later picks up where you left off, and campaign history, leads and results are never deleted. To invalidate the credentials completely, delete the OAuth Consumer in **My Office → Developer Settings**.

## Notes & limits

* **Estimate status matching ignores capitalization**, so type the status the way it reads in Service Fusion and don't worry about case.
* **Mailr can't create a "Mailr" referral source for you.** Create it in Service Fusion first if you want delivered leads labelled with it.
* Postcards mail around each job's **job-site address**.
* Importing past work for a reactivation campaign pulls **completed jobs**, or your **customers**.

## Next steps

<CardGroup cols={2}>
  <Card title="Automate campaigns" icon="workflow" href="/campaigns/automations">
    Turn a Service Fusion job or estimate into a neighborhood mailing.
  </Card>

  <Card title="How attribution works" icon="target" href="/results/attribution">
    Why a customer counts as a campaign result.
  </Card>

  <Card title="Connection troubleshooting" icon="life-buoy" href="/integrations/troubleshooting">
    Fixes for rejected credentials and missing revenue.
  </Card>

  <Card title="All integrations" icon="plug" href="/integrations/overview">
    Every CRM Mailr connects to.
  </Card>
</CardGroup>