All Service Fusion Reviews

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Anonymous

11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2018

Excellent solution for field services

Service Fusion has a modern, user-friendly interface and tons of customizable features. You get so much bang for your buck. My growing business manages many field workers in several locations daily and the administrative burden was becoming debilitating. Service Fusion allows us to create a detailed entry for every job, as well as recurring jobs, then "set it and forget it". You can add photos to a job, contracts, other documents, notes for field workers, status updates, all the things! You can set it so that workers and clients are automatically notified, reminded, thanked, asked for feedback, etc. as well so it basically has a built-in communications and marketing suite. Last but certainly not least, the support is amazing! From sales to tech support - our sales rep really took the time to help me understand the value in this software before buying, he was so patient over several weeks and many many calls, and our Customer Success Manager is so reliable and committed to helping us customize the functions and processes to our workflow to get the most out of the software. They even have live tech support so you can tackle nuanced issues as-they-happen. I'm thrilled with Service Fusion and would recommend it for any growing business that deploys people resources to provide onsite services at client locations.

PROS

Tons and tons of features, very user-friendly interface, and very adaptable/customizable to various workflows. And unparalleled customer support!

CONS

There's nothing not to like! We have run into some tiny nuanced issues that are specific to our business, but the Service Fusion team has been there to hear them and has always provided workarounds. They also take feature requests and everything about their customer service so far suggests that they will take them seriously.

Miles

Construction, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

4

Reviewed April 2022

Good software, Terrible customer support (software goes down regularly)

It's sad because it was a well designed piece of software and something must have happened (most likely a sale) where the software is no longer supported and virtually no enhances are being made. But most worrisome is that it crashes regularly. They also invest zero resources into customer support. ServiceFusion, right the ship before it's too late!

PROS

It's a great tool, very intuitive with significant flexibility. It has the potential to be great if the company would invest in the infrastructure flaws that make the software continue to go down/fail. Customer service is basically non-existent. They have absolutely no interest/motivation to speak to someone and individually address your needs - even if you offer to pay for it! Very poorly run company in that respect.

CONS

The customer service is just terrible. The software goes down for hours and hours leaving you in a lurch. They have no after hours support. It's not uncommon for the software to go down at 6pm and then will stay down until someone gets into the office at 8am. What happens to those of us that work in the evenings? This is highly disruptive to the businesses using the tool. There is a strong indication the company is not vested in the long run.

Reason for choosing Service Fusion

ServiceTitan's model for in home sales is not our model. They are a very sales heavy company with software that is bulky, non-intuitive and pigeon holes a company into doing things their way.

Reasons for switching to Service Fusion

MHelpDesk's estimating abilities were very archaic and there was no indication the company had any plans to make improvements.

Ken

Construction, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

2

FUNCTIONALITY

1

Reviewed September 2022

Not reliable Servers are constantly down , very overpriced for the reliability

The problem is reliability of their servers. At least several times a week they go down anywhere from 10 minutes to 2 hours to fix. You try running a service company when your techs cant go to the next job because the server is down. I am assured once a week that there server issues are resolved and they are not. I have been using this software for over 2 years, 6 month ago they did something because they are no longer reliable. I am paying top $ for the software . Kickserve was much more reliable and much less expensive.

PROS

As a dispatch software it does a good job

CONS

When it is working it is good , the problem in the last 6 months the server constantly goes down crippling my business

Reason for choosing Service Fusion

there review were good, again until 6 months ago i had know complaints

Reasons for switching to Service Fusion

I wanted more functionality which I thought i was getting, in reality it had a little more functionality but after 2 years the reliability is horrible. 4 x the price is not worth it

Vendor Response

Ken, we understand our software's mission-critical nature and take these issues extremely seriously. I can assure you that our engineering teams are working to reduce and eliminate the risk of any similar events occurring in the future. We sincerely apologize for any inconvenience.

Replied November 2022

Anonymous

2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

New, but VERY impressed with features for the money, and MOSTLY SUPPORT!

Again, I'm new and just started managing people in it.. but my overall feeling is I can certainly run my business on it. I'm sure some things will annoy us and we'll wish it could do this or that, but it's very flexible to a variety of service/ field businesses. We're excited about choosing it and incorporating our processes around it.

PROS

I reviewed and tested over 15 softwares to help us run our property services company, and Service Fusion was the clear winner. Although lacking in some things I would like to see, it has more in one package at a reasonable price than all the others. I'm also excited about their new version coming out. Main reason for this review though is RAVE about the support I received from CSR; I believe a manager in support I was lucky enough to get on the phone when I called in. Before I spoke to CSR, I was still very lost on how to BEST apply the software to our business needs, and this was after 2 implementation meetings with my onboarding specialist. Long story, short, I spoke to CSR for 4 fast hours as he let me talk outloud and verbalize the multiple "if this then that" scenarios I would wrestle with to make sure I was using SF in the most efficient way possible. Then, after listening intently, and putting himself in my shoes, he would work with me to find the answer. To add to the best software service I have had in years, at the end of the call, he asked me to hold as we were wrapping up 2 last points so he could say goodbye to his team as they were leaving for the day. Then, CSR spoke to me for another 30 to 45 minutes AFTER he was done for the day. Before my call with CSR, I felt like I was a 2 out of 10 on the program. After my call, I felt like I was a 8/9 out of 10. THAT is the type of support that will help us succeed with SF!

CONS

New so still finding things out, but 1 thing is there seem to be some fields that aren't that functional; more placeholders. If they were functional based on the data they contain, it would be amazing! For example, you can put how many manhours per unit of measure a service costs. However, when you ad a quantity, it doesn't calculate the manhours; it's more of just a placeholder?! Reporting could be a little more custom too. I'm hopeful some of these things are going to be addressed in V2 sometime this year, but even if they aren't, this is still a LOT of engine and features for the money.

Lewis

Consumer Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed March 2023

Useful Data Points Increase Profits

We wanted an all-in-one cloud-based CRM that would allow our field techs and office staff to effectively capture information, book appointments, review workflows, get driving directions, build invoices, take photos and collect/document payments. Service Fusion has been a lifesaver and changed how efficiently we can do all this, while collecting key data points that can later be used to generate actionable reports.

PROS

The ability to generate reports and review metrics in a single click has allowed us insights into the most profitable and least beneficial areas of our business, allowing us to streamline our business model and maximize our bottom line. We have received multiple compliments from customers about the excellent communication from our business (appointment reminders via call or text) and being able to pull up job history on a client is worth its weight in gold.

CONS

Not having a home button in the app that takes you back to the main screen can result in lost time due to extra clicks. We have found it is sometimes faster to close and reboot the application. Also, when we signed up, we double-checked that we would be able to use a 3rd party credit-card processing vendor and were assured this would always be the case. Now we are being forced to integrate all our payment processing through Service Fusion. If the fees to process payment go up (as all things do) this would certainly frustrate our business and dampen my enthusiasm to recommend SF to other business owners/managers.

Vendor Response

We appreciate your feedback. We are happy to hear our software is helping your business become more profitable and streamlined. In order to navigate back to the home screen, you can utilize the back button until you reach the home screen. Sending this into the product and develop team to be a possible future enhancement. With FusionPay, we will match your current rate. Our team would be happy to discuss the benefits of using FusionPay any time.

Replied March 2023

Miguel

Verified reviewer

Facilities Services, 11-50 employees

Used daily for more than 2 years

Review Source: GetApp
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed March 2023

Smooth interface but still has glitches to work out.

The product is generally good and has much potential if Service Fusion can focus on the base product and make sure it has no glitches. While I am sure the AI will be useful for many and profitable for Service Fusion, it should not be the primary focus until the basics are ironed out first. Sales should be honest about product capability, it is not a small task for service companies to switch between field service management applications.

PROS

We love that it is easy to use, cloud based and easy on the eyes. Most features can be used without formal training (because none exists). Many good fields within customer and equipment for proper set-up. Product set-up (we have over 4000 products) and prices can be updated easily. Syncing to QBO is smooth once the initial set-up is figured out and understood. Very few glitches in this regard.

CONS

There is something wrong with how additional visits work in Jobs/work orders and Service Fusion is not addressing it. It displays first date on top instead of last date, changing the status of one visit changes the status of all visits. In the past 6 months, intermittently or only on specific customers, the bill to section on customer invoices has been populated with "Serviced at" address instead of "Bill to" address as assigned in the customer profile. This has also affected the emails for invoicing as it will send to primary contact instead of contacts assigned to send invoices. After calling Service Fusion customer service, we quickly realized that many are unfamiliar with product and give you answers which are not correct and in conflict with others who we have spoken to in the past.There was one day where Service Fusion had an outage in the middle of the day. It appears they have no back-up service which is strange to see in a cloud-based service.Custom Documents is not so custom. When I called in to ask how to "compact" the document because they take up so much space on a page nd can bleed into multiple pages, customer service did not believe it can be done.Service Fusion provides no onsite support. They expect you to learn the product on your own or call customer service if you have any questions.

Reason for choosing Service Fusion

Other reviews, recommendation form other company, promise of ease of use, QBO syncing and ability to maintain multiple equipment service history under each customer. Sales person was very convincing that all features worked flawlessly.

Vendor Response

Thank you for your feedback. I understand you have interacted with Support on the issues you stated above, but I have sent them your feedback and they request you contact them again for further investigation.

Replied March 2023

Danielle

Facilities Services, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed October 2020

5 stars

Overall SF is light years ahead of our previous software. They do have some things to work out, but it is very obvious that they are making changes. They are affordable and have awesome support.

PROS

Service Fusion is actively upgrading their products. The last software company I was with for about 8-ish years, not once did they upgrade anything. SF customer service is amazing. It is very easy to get ahold of them. SF is very customizable, and while that can be overwhelming with all of the various settings, their support staff is always available to help figure it out.

CONS

Sometimes it seems that the features were designed by someone who has never used it before. For example. their reporting section is atrocious. It is very obvious that whoever was in charge of designing the reporting section has never actually ran reports. I know that this is a feature that SF is currently rebuilding and I can't wait to see the new set up!

Reason for choosing Service Fusion

I was trying to compare 3 systems. I dont remember what their names were. Company #1: Didnt show up for our pre-demo call. Company #2: The rep who did call for our demo did not listen to any of our concerns in our pre-demo call. So when we had the actual demo, he was not able to address any of our concerns. Service Fusion - The rep listened to our concerns, took notes and asked questions at the pre-demo call. When we had the actual demo call, he address every single one of them as well as made reference to our current software and processes.

Reasons for switching to Service Fusion

I needed to sync to QB

Joel

Public Safety, 51-200 employees

Used daily for less than 2 years

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2018

Unbelievable Software for the Price

I highly recommend giving them a shot and trying out their demo. Their staff is great and always willing to help with any problems you may encounter.

PROS

- Pay one low fee for unlimited users and access to the system; not having to pay per user can lead to huge savings! - Offers incredible functionality at a low cost. - Customer support is truly incredible; they offer chat and phone support all based in the United States. - Built-in support for syncing with QuickBooks Desktop software, works very well and puts data into QuickBooks exactly as it should - Ability to upload photos to work orders, this gives management the ability to truly see what was done on a job. - Offers great tracking functions for keeping staff working efficiently. - System can call or text customers to alert them that you are coming. - Allows for custom document creation so you can create and style your own paperwork with all your required verbiage. - Allows for simple inventory tracking and purchase orders which can work well for general item tracking. - Separate Mobile app syncs perfectly with system and allows office staff to see technicians progress as they update their mobile app. - Has ability to tie trucks to GPS through one of their partners to better track your service fleet and give more accurate arrival estimates. - Built-in private messages system allows techs and office staff to chat so communication is clear and always documented.

CONS

- QuickBooks sync works well, but only allows for one chart of account to be assigned so if you use charts of account to track items/sales in QuickBooks you will need to update these manually or come up with another automated process to keep new items that are added correct. - Inventory control is not great for multiple warehouse or for users with more than a few trucks as technicians have to select the warehouse they want to pull from each time; there is no way to select a default warehouse like a tech's truck making inventory tracking more accurate. - If you are a small startup with only one or two trucks and one or two users this will cost you more than other similar software that charges per user. Once you past 8 - 10 users Service Fusion will start saving you serious money. It saved our group several thousand dollars a month when we switched.

S.

Facilities Services, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2017

Fantastic Software and Great Customer Service

We used Service Fusion for 1 month in a "test" environment. We liked it very much, and decided to move forward. Now, we have been using it in production for 1 week, and it has greatly streamlined our processes. Our office staff loves the intuitive user interface, along with the automated notifications that can be configured when field staff is dispatched to our customers, and as the job progresses (dispatched, on site, invoiced, etc). The work of our field staff has also been simplified by going "paperless". The mobile app they use has all the information they need at their fingertips. Customers can sign for their work and receive e-mails at job completion with invoices if desired. On aspect of Service Fusion that we really appreciate is that it is highly configurable. As a small example, if you don't want notifications to go to your customers, you don't need to send them. If you only want certain ones, during certain statuses of the job, you can configure that. We appreciate how the developers have designed it in such a way to be flexible and not force a company to work a certain way. For example, the ability to add custom fields for various entities (customers, jobs, equipment, etc) shows that they understand each company may have specific needs for information tracking that are not included the software's built-in fields. Giving customers this flexibility makes the software highly configurable to our needs. Finally, our experience with Service Fusion's Support staff has been phenomenal. We've had to call in several times during our transition from our previous software for various things. Each time, we were able to work with their knowledgeable support staff who've spent the necessary time with us on the phone to solve our problems. In addition, we sent in a request for a minor enhancement to a report that would have really helped us. To our surprise, they followed up very quickly and made the enhancement we requested. Typically, our experience with software vendors is that we don't see such quick turnaround to implement enhancements. But our experience with Service Fusion is that they are very proactive and listen to their customer needs. Based on our experience so far, not only with Service Fusion's customer support, but also with finding their software highly functional and easy to use, we would not hesitate to recommend Service Fusion for service companies like ours.

PROS

Highly configurable, easy to use, intuitive user interface.

CONS

Would like to see more customizable reporting, but what is provided out of the box is sufficient

Leif

Consumer Services, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2017

Fabulous and versatile product... EXCEPTIONAL CUSTOMER SERVICE!

Tremendous consolidation and money-saving via systems and especially efficiency and automation capabilities!

PROS

We are a full-service cleaning and restoration contractor in WA State, and have had a heck of a time finding software that works well in all divisions of our business. There are many cleaning software platforms and a few restoration-specific programs, but we've been looking for YEARS for software that will allow us to manage both, including re-construction. Intuitive platform, versatility, list and workflow creation including the ability to customize and require that personnel gather specific information, GPS, payroll and credit card processing integration (allowed us to kill separate systems/charges for all 3 of those elsewhere!), good and simple reporting features and the sheer ability to book simply daily/one-off jobs, as well as full-blown project management! Interpersonally, Max Paltsev (SF CEO) makes himself totally available and is extremely hands-on! SF is highly capable and is developed in-house (vs. farmed-out over seas), which is a big deal to us! I brought up an issue just yesterday regarding a specific functionality item that is pivotal to our business. My account rep took the issue right to Max and I received a reply today that their development team is creating a code-module as we speak and it will be re-coded by week's-end. SERIOUSLY!?... WHO DOES THAT? Incredible. It doesn't get any better than this. My goal is to master this system's functionality and I find things every day that are better than I even imagined. We are now a lifetime client!

CONS

Very few. Calendar is a bit dated and needs a little help in relation to what SF calls DISPATCH capabilities... BUT this is a primary focus on their

Jake

Accounting, 2-10 employees

Used daily for less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed February 2020

Software does not SYNC to quickbooks, it PUSHES data to quickbooks. No return data.

The sales process was great, no surprise there. Maybe give some of that commission to the devs so you guys can catch up with everyone else.

PROS

They have the right idea and it's close to being a good software.

CONS

They claim (falsely) that they "sync" with QB. In reality, they only push data to quickbooks. In our situation, we deposit checks from clients and that data is pulled automatically in QB. Service Fusion does not record the payment automatically so we must go in and apply the payment to the invoice in question. When we return to QB, there is a double transaction from their high-tech "syncing" that cannot be removed. This results in a vastly inaccurate balance in QB. If you call them for assistance, they basically tell you to stop syncing to QB. So in conclusion, you can track either track finances with QB or service fusion but never both. You'll either have outstanding invoices in SF (which will email your customers telling them they're past due) or you can have totally screwed math in QB and never push invoices there. This is not a system - more like a band-aid.

Reason for choosing Service Fusion

Cheap - you get what you pay for.

Reasons for switching to Service Fusion

They had some features which seemed to make it worth it and they really dig down into details which is why I'm so frustrated with this oversight. Do they really expect their end-users to rely on just their software for accounting and tracking?

Chris

Construction, 11-50 employees

Used daily for less than 6 months

Review Source
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

1

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed January 2022

Mislead reps, they take your money and run

Horrible customer service!!

PROS

Lots of customization, ease of mobile device.

CONS

Lied to by sales rep, and implementation team about what system can do. Found that no PO's can be generated through mobile device. GPS system is beyond horrible. No tracking, just real time tracking. Most of time it never updates so fleet is always idling instead of driving. No custom forms. Customer service is the worst. No follow up, no corrections, no help getting live but will take your money

Reason for choosing Service Fusion

It was supposed to generate PO's on mobile, have a good GPS, service call A.I., A-Z program. Was mislead by representative

Reasons for switching to Service Fusion

Thought it would be a better program. Wow I was wrong. Reopened Mhelpdesk as we shopped around again. Starting with Service Titan in March 2022

Alex

Consumer Services, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2023

Reliable software that does what they say it will...

I am really happy with Service Fusion. It does what they say it will. It's reliable.

PROS

I am very happy with Service Fusion. We have found that the software performs in the way it was presented to us. I like that it integrates with QuickBooks. It is going to enable us to fully implement going paperless this year. Like any software, there is a learning curve, and it has some limitations but when you call tech support they are helpful and usually resolve or explain my issue. There are lots of report options that have reliable data. The integration to QuickBooks actually works. I think the paperless is actually appealing to customers in the estimate process and easy for them to view and accept quotes.

CONS

There are some quirks with the QuickBooks integration that would have been helpful to understand better before we transferred our data/customers into Service Fusion. I think some of the issues we've experienced, we wouldn't have had we not been working with existing customers and database. I would have been willing to pay to have had Service Fusion help more with our database and making it better to communicate within the two softwares. Our main issue we encountered was that parent/sub accounts from QB came over with all the same name and addresses. Also, our customers in QB had customer numbers in front of their names, and its an ongoing issue with the integration tool not being able to differentiate between customer numbers and job numbers. In general the integration tool seems to skew our list data in QB and we frequently have to rebuild our data and correct things. I don't consider this a Service Fusion issue, however, when we encountered it Service Fusion was able to explain it and I just wish they could have educated us on this from the get go and we could have tried to edit our database or something. If Service Fusion would have offered to help with this for a fee, I would have paid it. I wish: when you were editing a work order, to make it into a invoice, that the PO's against it stayed viewable. there were not so many clicks to invoice a call and then print it. I think in total its like 4-5 clicks/multiple new pages. PO & product catalog communicated.

Reason for choosing Service Fusion

We chose it because of the dispatch board and because it was actually affordable. Some

Reasons for switching to Service Fusion

Wintac support ended and hadn't been reliable for a long time. We knew we wanted to go paperless and that wasn't an option with Wintac anymore due to their software ending. We loved Wintac and would have kept using it for as long as we could have, with that said, I think the transition to Service Fusion was very easy coming from Wintac. It was one of the only software's we viewed that had a similar concept dispatch board. I am happy we made the switch to Service Fusion.

Vendor Response

We are so happy to hear Service Fusion will enable your business to go fully paperless this year! Service Fusion is currently working to increase our prowess and expertise on Quickbooks to make this process seamless. We hope to have better support resources soon to help you and customers with cases like yours.

Replied March 2023

Crysten

Consumer Services, 2-10 employees

Used daily for less than 12 months

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2017

Great for small HVAC companies

Overall our experience with Service Fusion has been great. It's a tool that will do well for any small service company. I would love to see Service Fusion step up their partnership with larger organizations like ACCA and do more with their on boarding process. We were left to figuring out how to apply the tool to our own processes and how to get the tool to do things we wanted it to do for us. Service Fusion was there for us when we have questions, but a better on boarding process with a consultant to help us set up would have saved Service Fusion teams from less questions down the road and helped us ensure we're using the tool/setting up our own methods properly in the first place. I would still recommend Service Fusion to any small business like ours.

PROS

It's allowed our small business to get more connected with customers and create a better customer database along with new payment portals not available to us before. We are still learning the tool but we've already saved time regarding payroll and getting critical data in the hands of our Technicians when they are out in the field. Connecting the field to the office support team has been critical in ensuring we're providing our best selves to the end customer. The Service Fusion team has been incredible! They are super supportive and answer any questions we have on any given day within minutes. They have helpful videos and go the extra mile to help in every aspect. Great Team!

CONS

While there are some incredible features that have helped us, there are some limitations and clunkiness that needs to be ironed out. The dispatching views are great but limited to size of screen - having to reduce the overall screen to see our entire team doesn't give us a view of the bigger picture. The phone app doesn't allow this larger picture of schedules when we're out of the office, however the dispatch does connect to Google Calendar to get it but still makes it so we're jumping through multiple clicks to get answers to customers on our availability when we're in the field. Reporting on schedules and tracking schedules is somewhat limited. There is no good way to handle tracking paid time off (which we offer to our employees) so we are left to creating our own work arounds to track this. We run into our teams forgetting to track their time and needing to update their time on the back end - there are ways to get it updated, but it's clunky - multiple clicks through multiple areas isn't always transparent on method. We have clients with multiple properties and while the tool supports this model, we would love for it to track the equipment to each property so we're not having to manually look this information up. For us being in HVAC, we need a way to track the size of the air filter for a few of our customers that own hundreds/thousands of properties. Being able to tie equipment to property would be huge.

Lucinda

Consumer Services, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2018

I use Service Fusion to run my cleaning company with 12 employees. Scheduling/client mgmt is a dream

Ease of scheduling, wonderful client management tool, great employee-side app. Helps me: Schedule quickly Track time in/out

PROS

I investigated all the big field service software something (some cleaning industry specific some not), and I tried a number of them but Service Fusion hands down won the race. Client and scheduling management is a dream. The ease and simplicity of creating and managing schedules both recurring clients and single cleanings is so wonderfully well designed. My office manager can manage the schedule of 125+ recurring clients (plus 15-20 one time cleanings each month) for 12 cleaners from the office or home on work laptop. The reporting capabilities and exporting of reports makes payroll easy. Finally, the employee-side app is a fully functional app that shows the schedule, acts as gps, acts as time clock, and tons of details to help them.

CONS

I hate it when people cop out and say There's nothing I dislike but.....there's ALMOST nothing I dislike:-) 1) I love the grid layout of the schedule page when viewing with a computer, but with mobile phone the view is different. It's fine for our employees, but for me or the office manager it's difficult to view everyone's schedule for the future. 2) I wish they had a referral or affiliate program

Mario

Construction, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed August 2017

One of the better players in their field.

PROS

It is easy to use, fairly reliable, and it handles purchase orders, multiple warehouses for inventory, ability to schedule multiple technicians to a job, sub customer. Tech support is easy to get to.

CONS

We have some customers that prefer to have invoices faxed to them, and we use myfax for our provider. It appeared that there was a way to integrate with that service, however, when we contacted tech support they informed that it may be available in the future. Not sure why they have a non-functioning feature. The inventory system is at best mediocre. Payments recorded in Quickbooks do not synch back to SF. Tech support, while helpful most of the time are stand-offish when a feature does not work as expected. Overall, they are far better than a few other vendors we have tried, but there are a lot of improvements to be made yet.

Vendor Response

Hi Mario, Thanks for taking the time to write this review and provide us with your candid feedback! Greatly appreciated. I just emailed you a solution for the eFax setup. My guess is that since it's not a common request the person you spoke with was not sure how to set it up. I apologize. Would love to hear more specifics about the inventory management piece not being up to par. I think we have quite a bit of functionality covered (e.g. multiple warehouses, serialization, reallocation, POs, inventory orders, etc.), but again, would definitely love to hear a more detailed feedback and figure out how to improve. Thanks again for the feedback and your continued support! -Max

Replied August 2017

Paul

Consumer Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

4

FUNCTIONALITY

1

Reviewed January 2023

Managing Member

Up until December 2022 and January 2023 it was a 5 star experience. If you plan to process credit card transactions, there is a possibility that you may be dissatisfied with that part of the platform. We are currently working through a solution or could consider finding another platform.

PROS

The program platform is very good to excellent for the HVAC industry, especially when we compared the platform more than 2 years ago to other platforms.

CONS

At the end of the 2022 fiscal year, Service Fusion changed its gateway process for credit card transactions and we are no longer allowed to use the credit card processing company we had used for several years. The research being asked by what is appears to be a 3rd party vendor is very comprehensive. Because we did not provide information, they held up an $8,000 transaction and shared they would not process payment to us either for 90+ days or until we provide information.

Payam

Business Supplies and Equipment, 2-10 employees

Used daily for less than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

3

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed February 2021

Promises of features... never came true & customer service down the drain!

Started well but now from scale of 1 to 10 they get ZERO.

PROS

Pros would have been the ease of managing customers in the field with management and staff and seeing all customers in an easy map layout! However, many of these features that were Supposed to be launched with their upgrade, was promised to us as early as March to April of 2020 and they NEVER came true!

CONS

Customer service has become non existent! Calling many times with no one returning calls. Getting hold of people and requesting to speak with supervisors and 2 weeks passes with No call backs! Features for a small field team are not very practical ans user friendly specially in the field. Has lots of bells and whistles that are not rrally used much and many features that were supposed to be launched to make the app more practical, never happened. We did really put lots of effort and tried to use this for on and off over a year, but it has been a total disappointment. Our industry is fire protecrion services. Will Not recommend this.

Thomas

Construction, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed October 2020

Excellent Service and Dispatch App

Easy to keep track of jobs, estimates, and repeating jobs.

PROS

Easy to use, can track customer information, jobs, repeating jobs, and estimates.

CONS

Quickbooks sync is one way, and the information that goes down to QB is limited. Some organizational functions are lacking, but the development team is hard at work and is adding features frequently.

Robert

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

3

EASE OF USE

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

2

Reviewed February 2018

Purchaser

PROS

Needs a stronger purchase order system, and a constant dispatch board that does not time shift. Would be nice

CONS

Purchase orders, the purchase orders have to be manually made, would be great to clock on the job number and then create a purchase order to reflect that job.

Vendor Response

Hi Robert: Thanks for the additional review! As always, we truly appreciate your feedback and our offer to work with you on improving the purchasing capabilities of our system still stands. If I am not mistaken, we marked a number of items off of your list already with some of the recent releases and I would definitely like to see us do the same with the rest of the list in the coming weeks/months. I believe understand what you are asking for in the comments here, but would love some more detail if possible. We will reach out to you again directly via email and hopefully we can connect this time around to discuss things in greater detail. Thanks in advance for your help! - Max

Replied February 2018

Lucas

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

Amazing Product & Service!!

PROS

I can't say enough about all aspects of this product. We had gone through two programs that were not providing us with the Quickbooks relationship we needed as well as the ease of use and service dispatching. I love the customer service team that has answered literally every question I've had since we've started. Switching programs twice is an accounting feat and very difficult logistically. There hasn't been one time Service Fusion didn't answer a question when I was hung up on something during our transition. I called about 12 times in one day with not a single complaint from their staff. Nothing but excitement to help us. The system itself has already met my expectations and then some. As I'm learning more about the capabilities of the program I'm even more excited to continue using it. Fantastic product all around.

CONS

I would honestly have to say I can't find much of a con that's significant enough for me to write about. After two weeks of straight use I have yet to have something that bothers me. With any system, there probably is an issue somewhere, I just haven't found one yet. With any problem I've had the customer service team has explained how to work it out.

Shawn

2-10 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

FUNCTIONALITY

5

Reviewed February 2019

Great service business software.

PROS

Simple to use. Integrates with Quickbooks online Love the field app functionallity would like a faster response time but overall good. Some offline function would be good too. Processing credit card payments in the field.

CONS

Development is slow to respond & repair issues discovered Quickbooks sync for products and services created issues with inventory quantities when making changes in SF as recommended. Reported issue Oct 2018 Told Novemeber was in the works to be done December now Feb 2019 still no fix or response. No way to follow up on service tickets!

Michael

Hospital & Health Care, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2022

get this product today!!!

Exceptional satisfied with this app, we continue to grow revenues are up years after year and the staff love using this

PROS

ease of use, set up, customer service, productivity, company growth due to the use

CONS

Have not found one yet they just keep getting better and better with each upgrade and improvement

Reason for choosing Service Fusion

the description seemed to fit our company best

Vendor Response

Michael, thanks for leaving us such a wonderful review. We are thrilled that you love Service Fusion!

Replied September 2022

Keri

Environmental Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2019

Clean & organized way to dispatch and schedule appointments!

Very beneficial software for scheduling and dispatching. Have the ability to attach photos and or documents to certain jobs is very helpful. Service Fusion is an easy to navigate software and definitely helps prevent follow ups from falling through the cracks.

PROS

The ability to read clearly, and fill in extra notes and details needed for jobs we need to return to. As well as the ability to set reminders of appointments.

CONS

The fact that when going to a customers main page on Service Fusion it won't show if they have a past due balance. You have to go through a couple tabs to find out if they indeed owe money still.

Kim

Health, Wellness and Fitness, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

FUNCTIONALITY

4

Reviewed February 2023

Service Fusion puts your scheduling in the palm of your hand

Our business has grew with the help of Service Fusion as everything is at our fingertips and we can use it for scheduling time off, payments, jobs and whatever else we want to list.

PROS

We have our company on this program that allows us to bill, schedule and store the pertinent information.

CONS

The calendar listing so that we can see what we need to see. As an example: Parent Company showing is not as important as the address.

Reasons for switching to Service Fusion

Service Fusion met the needs of a growing company.

Vendor Response

We love hearing Service Fusion played a role in growing your company. Thanks for sharing!

Replied February 2023

Showing 1 - 25 of 195 Reviews