Service Fusion Software


 

Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications within a suite. Primary features include customer management, dispatching, scheduling, invoicing, inventory management, time tracking, payroll and reporting.  

Service Fusion helps users manage job assignment and scheduling. Users can also view product catalogs, handle payment processing, track sales revenue and commission reporting, and access integrated voice and text messaging.

The software enables users to customize a dashboard and set up user-specific permissions. It integrates with Quickbooks Online, hardware GPS tracking devices, VoIP systems and payment processing systems.

Service Fusion offers tiered monthly subscription pricing. Mobile apps are available for iOS and Android devices. Customer support  is provided via email and over the phone.

 

Service Fusion - Schedule
 
  • Service Fusion - Schedule
    Schedule
  • Service Fusion - Map
    Map
  • Service Fusion - Create a job
    Create a job
  • Service Fusion - Job list
    Job list
  • Service Fusion - User information
    User information
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

93 Reviews of Service Fusion

 

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Software Advice Reviews (33)
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Showing 1-20 of 33

Tana from Gold Medal Service
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2018

August 2018

Love it!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I highly recommend this software for any company that dispatches field workers.

Pros

Both platforms are super easy to set up and use (website for office staff and phone app for technicians). I literally signed up one day and we were up and running 3 days later. Easy to email estimates and invoices and the payment system is right in the app so techs can get payment in a matter of seconds.

Cons

Website doesn't allow us to add or change items in the drop down on the equipment list. Also, would like to get sound notifications whenever a status change is made to a job or work order.

Review Source
 
 

Joel from Joe East Inc
Specialty: Safety & Security
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2018

August 2018

Unbelievable Software for the Price

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Review Source
 
 

Wendy from WilsonCarrs
Specialty: Electrical
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2018

August 2018

Nice interface, need to enforce field techs signing into a valid job

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I hope this gets remedied soon. I don't know how companies others are tracking job costs

Pros

The pricing is great but I'd pay more for more functionality. Clean interface and integration with Quickbooks.

Cons

Field technicians sign in that they are working but no requirement they select a valid job# so I have to manually review every job to get job costing. No open API.

Review Source
 
 

Alexandra from Monte Sion PR
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Very user-friendly and good features!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We have fleets that go out everyday and the scheduling that we use is Service Fusion. We schedule from the office and everybody gets the notification to their job site.

Cons

We tried using the Time Tracking for Payroll with the employees but it's not very user-friendly and it just didn't work out!

Review Source
 
 

Mary from Keller Williams Columbia
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

July 2018

July 2018

Easy and Reliable

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Service Fusion helps me when i'm on the go because it's designed to work with all my devices, which comes in handy.

Cons

They say that it's easy to set up, but I found myself spending a lot of time adjusting all the settings to get it just right.

Review Source
 
 

Christian from Nazca Construction LLC
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Exactly what we were looking for!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Staff at Service Fusion is great, very helpful and friendly.

Pros

It has many useful features to manage our work orders. It's easy to use and the fact that there's no limit of users makes it a powerful, cost effective tool for our company.

Cons

It has a text message feature to send and receive but unfortunately, it doesn't receive or send media.

Review Source
 
 

Alberto from Paradigm Mechanical Corp.
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

User Friendly and easy to train on

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I like how it is detailed and doesn't leave things open to interpretation. The customization of the system is powerful but not over the top Support is just a click away

Cons

Sometimes there are too many steps to complete a task that could be shortened by a few extra links More templates for custom documents would be nice so building your own would be easier

Review Source
 
 

Robyn from Electronics
Specialty: Home Appliances / Electronics
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2018

March 2018

Seems to meet most of our needs

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Ease of use for technicians in the field from their mobile device whether it be Android or iPhone product

Cons

Inability to search globally for serial numbers of equipment that could have been under another customer and products sold on a job

Review Source
 
 

Ricky from Proair Mechanical/Enercon Technical
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

This software is phenomenal!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Its user friendly, its cloud based and its so practical that it makes it impossible to even think about using any other software. It has everything our company needs and whatever we don't have that we really need- the developers work with us to implement our changes- at no extra cost!

Cons

There really isnt anything not to love about this software- its just a matter of getting used to using a new program as well as seeing what fields work best for your company and how it can make your day go smoothly.

Review Source
 
 

Braxten from 1st Response Heating & Air Solutions
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

Bait & Switch

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Bummed they gave up easily, I guess they focus on quantity not so much quality.

Pros

Great Program, awesome features, pricing for the program is reasonable. The staff was quick to sign us up.

Cons

The setup, training, and customer support is a big issue if you are not familiar with this program. Their training to use this program is limited to scheduled screen sharing tutorials. If you want to have their support team to your office and train in-house they will charge for their team's time and for their travel expenses, lodging, and I'm sure other "fees".
Was turned off with the unexpected charges for them to come out and properly set up our system. The sales team didn't show any motivation to work anything out and were quick to cancel our account.

Review Source
 
 

Sheri from Elk River Heating & A/C Inc
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Every day confirms Service Fusion was the right choice.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We like the flexibility - pc, phone, tablet, laptop We like the simplicity for our techs. We like the perfect syncs with QuickBooks, a real plus. We like the instant support with the chat box on the screen.

Review Source
 
 

Vlad from Glass Ninja
Specialty: Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Overall a great product but with some unintended limitations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Overall its a great alternative to mainstream applications at half the price.

Pros

Lots of functionality, very customizable. Can be adapted to multiple industries. Customer support is good and is able to resolve most concerns within the same day.

Cons

Some features are too complicated for day to day use and can be made easier. Some features dont work as intended, but are fixed through escalation.

Review Source
 
 

Nicole from Fix It All Plumbing Services, LLC
Specialty: Plumbing
Number of employees: 11-50 employees Employees number: 11-50 employees

February 2018

February 2018

NOt all its cracked up to be

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Multiple users can be in the system at the same time, add as many field users and office staff that you need

Cons

DOesn't put the calls in order by mileage, the order of the calls that is seen by the office staff is not hte same order as the feild app if there is no cell service you can not access the app,

Review Source

  Response: Max, Service Fusion

Date: February 2018

February 2018

 

Hi Nicole: Thanks for your feedback! To clarify, the issue you are experiencing is with multiple jobs assigned to the same tech and having the same arrival time window (e.g. 8am - 12pm). Currently our system does not take actual mileage into account when ordering such jobs. However, per our email discussion, we will be implementing a solution that will allow you to sort jobs with the same arrival time window in a desired order. Thanks again for your feedback and please feel free to reach out to us with any other questions or concerns!

 
 

Alexandra from Spectrum Electric Inc
Specialty: Other
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2017

December 2017

Great software for scheduling personnel!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

Service Fusion has been ultimately the best scheduling software i've used so far. It's been very simple and very organized way to schedule our technicians. I receive a call from the customers and schedule them, after I assign a tech for it, they receive a notification on their phone from the app giving them all the details as to what the service call is for!

Review Source
 
 

Anna from Donaldson Heating and Air
Specialty: HVAC
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

So far, so good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

We have only been using this product for 2 months, but so far we are very happy that we switched to it. It supports so much more billing and maintenance plans than our previous product.

Cons

So far we have not had any major issues. The on boarding process is much slower than we anticipated, as you do it all yourself (as opposed to paying huge fees to have the company do it for you).

Review Source
 
 

Michelle from NEC Building Services, Inc.
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Easy to use, however clock in location from tech is not always accurate or it's non existent

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

It is easy to use and has many helpful features.
Great field app. Recent improvements were made regarding hours techs work.

Cons

When my techs clock in, the location i need to verify is not always accurate or sometimes doesn't show any location
One more con, when a tech no longer works for us i cannot delete their profile.

Review Source
 
 

Chris from LG (Precision Appliance formerly)
Specialty: Home Appliances / Electronics
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Pretty good experience

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I enjoyed using this software for the most part. Unfortunately I won't be testing the new version because I have shifted my focus in the Appliance industry.

Pros

Sms messaging. Paperless. Mobile.
I found it was a great step in eliminating paper. As a manager it made it easier to keep track of what everyone was doing. The note taking, reminders and tasks options made life easy when they were issued properly. Customers were very impressed with the use. The company stands behind their product.

Cons

Mobile only worked with a good data connection (being fixed). Wasn't able to track commissions accurately between parts and labour. Could be very slow at times. Tech support and customer support are not quick to deal with difficult problems.

Review Source
 
 

Amanda from Bruno's Mechanical Inc
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2017

September 2017

Phenomenal Product

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

This product is easy to use for both the office and the field technicians. The fact that it auto sync with our accounting software makes it a must have in my book.

Cons

Sometimes there are issues with the syncing, but the technical support is amazing and always able to solve the problem. The only item that I wish Service Fusion included is the ability to email out annual invoices (for something like monitoring) automatically.

Review Source
 
 

Crysten from Yaeger Services, Inc.
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Great for small HVAC companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

 
 

Erik from Construction Specialties Unlimited, Inc.
Specialty: Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Great software with even better support!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Our garage door company was looking to digitize our work orders and streamline the invoicing process from our techs in the field back our our personnel in the office. Service Fusion definitely fits the bill - with tons of features and integration with Quickbooks. We do things differently than most businesses as well, so the level of customization Service Fusion has, has really help us make this a great fit. Some of the features we do not use at this time, but they have given us something to look at for the future in terms of running and tracking marketing campaigns, setting up customer portals, etc. Otherwise, we now run our day-to-day out of this platform and it makes tracking our jobs, billing them, and keeping up with our workers much, much easier, and nothing slips through the cracks.

To be honest, the pricing seemed too good to be true compared to their competitors, as well as no additional fee for support - I went into this thinking Tech Support would be lacking - DEFINITELY NOT THE CASE. This is hands down the best support I have received on any purchase I have made. There is no limit to them helping you, and they are super friendly and accommodating. On top of it all, when we asked for things not in the software, they went above and beyond to work with developers to see if it was possible to iterate the software to help us further, and they have been just more than helpful in onboarding and helping us to understand everything about the software. Couldn't be happier!

Pros

Customization, easy of use, customer support.

Cons

I would like to be able to process payments through here without using one of your vendors.

 
 
 
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Showing 1-20 of 60


October 2018

October 2018

Great software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

A fantastic FSM tool that was the perfect fit for our small field repair team, except that the quicbooks syncing was changing data for our sales and accounting teams and causing a lot of trouble. No fault of Service Fusion, just a difference in entry styles. :(

Pros

Scheduling, work order management, invoicing, inventory management, and more, all in an aesthetically pleasing package with a great mobile interface. Well made software for sure.

Cons

The way it syncs with Quickbooks Desktop didn’t work for our organization, and ended up being a bit of a dealbreaker. Otherwise, the software was great.

Review Source: Capterra
 


October 2018

October 2018

Excellent customer service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This program is great to communicate with my Service Techs and now they know where they are going. Takes a lot off me, if I am on the phone or doing something else. Also there is no contract. I was told we will earn your business - and they totally have!

Pros

The software is easy to use and Service Fusion has excellent customer service if you get in a bind!

Cons

The only things negative is, that I did not get this program before!

Review Source: Capterra
 


September 2018

September 2018

Excellent solution for field services

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Kevin C. from 1st Alarm
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2018

September 2018

A Must Have for the Service Industry

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Their onboarding support is amazing. The patience they have with questions and providing solutions, their services of importing your current databases and helping you set up ones you don't currently have, and the software's interface with accounting programs can have a company taking their business to the next level very quickly.

Pros

Easy to setup and use, it makes billing and customer service much faster. Inventory tracking and job costing becomes a breeze, and tracking billable hours allows a better understanding of areas that you are lacking in productivity.

Cons

I honestly cannot think of anything, it made such an improvement in our internal infrastructure.

Review Source: Capterra
 

Mary from Pro Appliance Installation
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2018

July 2018

Brings the field worker, office dispatch, and finance all together

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer & business partner communication regarding job scheduling and estimates, scheduling the routes for multiple drivers, being able to invoice directly to the customer with customized templates, and synchronizing invoices and payments right into Quickbooks.

Pros

It worked great for us out of the box. Customer service/Tech support is very good. Integrating with Quickbooks is a lifesaver. I love being able to email invoices directly to customers from Service Fusion.

Cons

A web-based-only software and app has limitations. We've had a few glitchy days which have affected our business productivity. Customer Service/Tech Support availability is limited.

Review Source: Capterra
 

Lucinda from Clean House Cincinnati
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Gloria Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

easy to use, solid software, but some basic functions are missing or not working

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

We are a HVAC company and have been using Service Fusion daily for lead dispatching, quote, job dispatching. It is a solid software.

Cons

However, there is on basic functions not working. When filed worker add a new service address to an exiting customer in their mobile app, the address is not searchable anymore. This caused big problem for us, and I have been calling their customer support team many times. Everyone was polite , but my problems not solved. I suggested if they couldn't fix it in there application logic, they can create a simple SQL script to run in the backend database every night, to copy all new address to customer's profile. I couldn't see any reason why this is not doable.

I am writing a review here, hoping some one from higher level of the company can hear their customer's pain and solve the problem for me.

Review Source: GetApp
 

Lucan from Economy Appliance, Heat & Air
Number of employees: 11-50 employees Employees number: 11-50 employees

July 2018

July 2018

Cloud based solution for work orders and maintenance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

It allows us to keep track of hundreds of service calls a day and allows our technicians to keep track of their times and call history.

Pros

The Service Fusion support team is very responsive and fairly quick to remedy problems and add new features. The app allows us to send jobs and work order requests to technicians in the field. The app also allows technicians and office staff to update notes and information in real-time. It offers everything needed to maintain a small to medium sized service company.

Cons

Updates to the platform are often rolled out with little to no warning. The platform is very stable, however, when it does go down, you are basically dead in the water until it's back up and running. They have back up servers for down time, but they operate at a much slower speed, impacting production during those rare instances.

Review Source: Capterra
 

Jim from KSA Lighting

April 2018

April 2018

One major accounting flaw

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

One of the most feature-rich software platforms we came across in our vetting process. The ability to close-out a job, but leave a task open to do at a later time would have made this the best software we found. GPS tracking was nice in theory, but did not work correctly on iOS devices.

Cons

The software is unable to do 3rd party billing to more than one parent company. All other software we ran across was able to do this. During the sales process, the salesperson guaranteed us that their software had the ability to bill any 3rd party.. what he didn't say is that it permanently locks that account to a single parent.. and any changes affects any other open jobs with the same customer. 3 months of wasted time.

Review Source: Capterra

  Response: Service Fusion, Service Fusion

Date: April 2018

April 2018

 

Hi Jim,

Thank You for the complimentary nature of your review and the 4-5 stars across the board; however, to help avoid confusion among prospective readers, I would like to clarify one important thing.

What you referred to as an accounting flaw has actually nothing to do with accounting, per se. More specifically, it is WHO the invoice goes to versus HOW MUCH the invoice is for.

While our parent > sub-customer logic is identical to that of QuickBooks, we do understand that your specific needs are a bit different. I apologize that this critical detail was missed or misunderstood in the sales process as well as earlier in your on-boarding process.

As for being able to close out jobs while leaving tasks open, this can be very easily accomplished with the additional site visit feature.

Thank You again and we look forward to possibly welcoming you back on board one day!

Max @ Service Fusion

 

Brandon from StreamSend
Number of employees: 11-50 employees Employees number: 11-50 employees

March 2018

March 2018

If you have a sales team that is mobile and on the road this is an incredible platform.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

It's very intuitive and has more tools and most businesses will need. It's very easy for salespeople to use and if they are not able to use it that's a good sign that you should be looking for a replacement.

Cons

There are a lot of options that can get a little bit overwhelming. The learning curve is a little high but that's due to the fact that there are so many tools available.

Review Source: Capterra
 

Joe from T & G Heating & Air

March 2018

March 2018

Professional, Efficient, Great Customer Service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

How easy it is to use and how all it flows nicely together. The new Customer List and Batch & Assign & Schedule features made things so much quicker as well.

Review Source: Capterra
 

Laney from Carl's Quality

March 2018

March 2018

Service fusion is very helpful!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Service fusion is very helpful we we're doing all our invoicing on paper, their invoicing is very easy and self explanatory!! Definitely easy to use and be trained in!!

Review Source: Capterra
 

Jeff from Gwyn Electrical Plumbing Heating and Cooling

February 2018

February 2018

Service Fusion has changed the way we run our company!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The ability to see what is going on from anywhere in the world. Also, the ability to put notes, pictures and documents on each call slip is priceless!

Cons

I would like to see Estimate templates as well as a purchase order report. Nothing else at the moment.

Review Source: Capterra
 

Robert from Pacific Refrigeration

February 2018

February 2018

Purchaser

Ease-of-use

Functionality

Product Quality

Customer Support

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Support
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.

Review Source: Capterra

  Response: Service Fusion, Service Fusion

Date: February 2018

February 2018

 

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

 

Don from Promend Services

January 2018

January 2018

Easy to use platform backed by stellar service

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

Very user friendly and loaded with features for a price that is unbelievable. There is no per user fee!!

Cons

I cannot directly import csv files for my price lists. I have to submit them to the support team. If I had this capability, this would be the perfect solution to my company. It is by far still the best though!

Review Source: Capterra

  Response: Service Fusion, Service Fusion

Date: January 2018

January 2018

 

Hi Don: Thanks for the great review! We truly appreciate your support. The data import feature is actually already in the works, so please keep an eye out for the feature announcement on the sign in page and the help site Release Notes section. In the meantime, our support team will gladly handle any imports you may need at no additional cost.

 

Samuel from Pools Pro
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

We started using Service Fusion 6 months ago and we love it.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We speed up the job and coustomer management.

Pros

what we like the most is how fast their customer service is to respond to our questions, also they paid attention to our suggestions.
They keep adding and improving features to the system.
Job management is great.
Very good functionality for Scheduling and Dispatching.
And invoicing is good too.

Cons

The things that we would prefer that they improve we already discussed with them. They fixed two big things for us, one was the way that the pictures of the first job repeat every recurring job and the other one was on the billing before the job was close.
The only thing that we still want and probably they will work on that too is the ability to add the balance of previous invoices to the new invoice.

Review Source: Capterra
 

Jason from Aljets Home Solutions LLC

November 2017

November 2017

Outstanding software for managing a small to medium sized business!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

The software to do easy to setup and use. The data that you get out of it is fantastic. I also love the integration to Quickbooks which makes it even easier to manage the business.

Cons

One downside is that it still seems like the software is a little glitchy. Also, some of the reports are not as customizable as desired.

Review Source: Capterra
 

Nick from Oregon Trail Moving

October 2017

October 2017

Best on the market for service providers!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
Pros

As a moving company we experience many variables in the field on a daily basis. I have tried many CRM and field management software programs and nothing compares to Service Fusion. THIS SOFTWARE DOES EVERYTHING YOU CAN THINK OF AND MORE!.. Especially for the price. Support team is always available and they have many helpful videos online as well.

Cons

Complicated learning curve. I would also like to see the company calendar sync with google (not just individual employee calendars).

Review Source: Capterra
 

Leif from CleanerGuys.com
Number of employees: 11-50 employees Employees number: 11-50 employees

October 2017

October 2017

Fabulous and versatile product... EXCEPTIONAL CUSTOMER SERVICE!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Review Source: Capterra
 

Kendra from North Valley Mechanical
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2017

September 2017

Huge Risk = Huge Reward and Major Gains in Productivity

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Using service fusion has allowed us to better manage our team and more thoughtfully grow our business.

Pros

Being able to measure accurately the numbers of jobs completed, billed, invoiced, paid in full. The productivity levels of each team member makes it much easier to manage and strategically grow the business.

Cons

There are a few glitches here or there with roll outs and upgrades, but for the most part after the new intergrators are installed or new features are live, the functionality continues to improve and make the product very user friendly, fast and intuitive.

Review Source: Capterra
 
 
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