Service Fusion Features

Service Fusion

Easy. Powerful. Mobile. Field service management software.

4.4/5 (142 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Assignment Management
Audit Trail
Automated Scheduling
Automatic Backup
Billing & Invoicing
Booking Management
CRM
Calendar Management
Calendar Sync
Change Order Management
Client Management
Client Portal
Clock In / Out
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Dispatch Management
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Equipment Tracking
Estimating
Event Calendar
File Storage
For General Contractors
For Locksmiths
GPS
Geographic Maps
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Rates
Location Tracking
Maintenance Scheduling
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Currency
Multi-Location
Online Booking
Online Time Clock
Overhead Costs Estimating
Overtime Calculation
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Photo Capture
Photos / Images
Prebuilt Assembly
Preventive Maintenance
Progress Reports
Progress Tracking
Project Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
Sales Tax Management
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Status Tracking
Summary Reports
Tagging
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Profiles
Voice Mail
Warranty Tracking
Work History
Work Order Creation
Work Order Management
Workflow Management
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API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Assignment Management
Audit Trail
Automated Scheduling
Automatic Backup
Billing & Invoicing
Booking Management
CRM
Calendar Management
Calendar Sync
Change Order Management
Client Management
Client Portal
Clock In / Out
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Dispatch Management
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Equipment Tracking
Estimating
Event Calendar
File Storage
For General Contractors
For Locksmiths
GPS
Geographic Maps
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Rates
Location Tracking
Maintenance Scheduling
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Currency
Multi-Location
Online Booking
Online Time Clock
Overhead Costs Estimating
Overtime Calculation
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Photo Capture
Photos / Images
Prebuilt Assembly
Preventive Maintenance
Progress Reports
Progress Tracking
Project Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
Sales Tax Management
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Status Tracking
Summary Reports
Tagging
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Profiles
Voice Mail
Warranty Tracking
Work History
Work Order Creation
Work Order Management
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications
Appointment Scheduling
Assignment Management
Audit Trail
Automated Scheduling
Automatic Backup
Billing & Invoicing
Booking Management
CRM
Calendar Management
Calendar Sync
Change Order Management
Client Management
Client Portal
Clock In / Out
Communication Management
Computer Telephony Integration
Contact Database
Contact Management
Contract/License Management
Cost Estimating
Credit Card Management
Credit Card Processing
Customer Accounts
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Extraction
Data Import/Export
Data Visualization
Dispatch Management
Document Imaging
Document Storage
Drag & Drop
Electronic Payments
Electronic Signature
Email Alerts
Email Management
Email Templates
Email Tracking
Employee Database
Employee Management
Employee Portal
Employee Scheduling
Equipment Tracking
Estimating
Event Calendar
File Storage
For General Contractors
For Locksmiths
GPS
Geographic Maps
Historical Reporting
Inspection Management
Interaction Tracking
Inventory Control
Inventory Management
Inventory Tracking
Invoice Management
Invoice Processing
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Rates
Location Tracking
Maintenance Scheduling
Microsoft Outlook Integration
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Mobile Signature Capture
Mobile Workforce Control
Monitoring
Multi-Currency
Multi-Location
Online Booking
Online Time Clock
Overhead Costs Estimating
Overtime Calculation
Partial Payments
Payment Collection in the Field
Payment Processing
Payroll Management
Photo Capture
Photos / Images
Prebuilt Assembly
Preventive Maintenance
Progress Reports
Progress Tracking
Project Management
Purchase Order Management
QuickBooks Integration
Quotes/Estimates
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Real-time Scheduling
Real-time Updates
Recurring Appointments
Recurring Tasks
Recurring/Subscription Billing
Referral Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Routing
SMS Messaging
Sales Tax Management
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Service History
Service Level Agreement (SLA) Management
Status Tracking
Summary Reports
Tagging
Task Scheduling
Technician Management
Third Party Integrations
Time & Expense Tracking
Time Tracking
User Profiles
Voice Mail
Warranty Tracking
Work History
Work Order Creation
Work Order Management
Workflow Management
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Mobile apps

iOS App


1,373 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


321 reviews

Service Fusion Feature Reviews

25 reviewers had the following to say about Service Fusion's features:

Lucinda W.

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

2018-07-13

Helps me: Schedule quickly Track time in/out

Pros

The reporting capabilities and exporting of reports makes payroll easy.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Susan F.

Thrilled!

2016-12-13

We recently migrated to Service Fusion and have been thrilled with the customer support and training available for this software!

Pros

I love the ability to pull up information, data, and reports with such ease.

Cons

Internet speed or internet problems, but that's an internet issue and beyond the control of this management tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Service Fusion

There are probably two or three different management tools that offer the same features and capabilities. My advice is, ask about their customer service and support. That's what sold us on Service Fusion.

Source: Software Advice
Helpful?   Yes   No
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Anonymous
(Food & Beverages company, 51-200 employees)

Great software!

2018-10-07

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.

Pros

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael W.

Amazing Software With a Huge Problem

2019-11-11

That being said, the inventory system is to be blunt... stupid.

Pros

Easy to customize Support has been amazing Great user interface

Cons

Inventory management needs a major overhaul.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
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Charlene G.

Amazing! The Customer Support is the best I have ever received.

2017-06-27

Saves time scheduling and keeping track of customer reports and records.

Pros

Easy to use, flexible and the ability to grown with our company and the customer support.

Cons

Import of company history was not easy.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
CM S.

Beware of this Program!

2021-05-06

You seldom hear back from them about the status of an issue.

Pros

General Interface is quite user friendly.

Cons

The reporting is very limited and you can't get all of your data out of the system.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Jack C.

Service Fusion Review

2019-09-25

Overall it has been positive. At this point, it is being used to build customer history for each visit. We're planning on adding the billing in January and using the estimate tool in the near future.

Pros

I like the search engine and organization of Service Fusion.

Cons

I wish we could link this to an excel spreadsheet to decrease the amount of time required to track time. I would like to be able to print a monthly calendar.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
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S. L.

Fantastic Software and Great Customer Service

2017-02-17

If you only want certain ones, during certain statuses of the job, you can configure that.

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Braden W.

Easy Plug and Play Service Management Tool

2021-03-15

Again, although I would like to see some updates to the mobility of scanning and inventory management, overall this is a strong application.

Pros

In addition, they offer customizations within their template for appointments which allows us to include industry-specific task items and buttons.

Cons

The biggest issue we run into is with inventory management.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
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Sharon S.

Full Enterprise Solution for Field Service Operation

2019-12-05

We were able to eliminate the use of 4 separate programs upon implementation of Service Fusion: time tracker, calendar, teams collaboration software, and a service ticket tracking program.

Pros

Customers are able to digitally sign-off on techs' mobile devices upon project completion.

Cons

Would like to have a checklist option for field techs, where they can actually check off the boxes as specific tasks are completed.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
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Jason A.

Outstanding software for managing a small to medium sized business!

2017-11-22

Pros

The software to do easy to setup and use. The data that you get out of it is fantastic.

Cons

Also, some of the reports are not as customizable as desired.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Joshua L.

Above and Beyond

2017-01-11

We reviewed several different options when deciding on a software to manage our customer database, accounting tools, and dispatch. We found Service Fusion's staff to be extremely helpful and responsive during this process. Moreover, their product is superbly flexible and powerful. The very best part about SF is customer service. We always know we will be well taken care of.

Pros

It takes into account real life experience of the users, providing features that make life easier.

Cons

There are some functions that would be great to access from mobile that are only available on desktop size browsers, even with User Agents installed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Service Fusion

Get it. It will make you happy.

Source: Capterra
Helpful?   Yes   No
Read more
Terra N.

Plumbing Contractor

2019-09-25

We have never had a problem with Service fusion, anytime we have a question, we are able to contact a real person to assist us.

Pros

Service fusion is very affordable, and has nice perks, such as setting an auto email/text to customers - that relieves our office staff from having to do this, so they can focus on different areas of the company.

Cons

Reporting options - I wish there was more friendly reports that you could generate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Jessica C.

Service Fusion

2016-11-07

Service Fusion seems to have more pros than cons, and easy enough to navigate that the techs and office employees all seem pretty happy with it.

Pros

Dispatch/scheduling feature, integration with QuickBooks Online, and time clock feature.

Cons

Occasional miss communication between desktop version and mobile app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Service Fusion

Just like all programs like such, make sure everyone is on board to use it to it's full potential. The more you use all the features the easier your job will be.

Source: Software Advice
Helpful?   Yes   No
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Joel H.

Unbelievable Software for the Price

2018-08-16

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

- System can call or text customers to alert them that you are coming

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Jennifer S.

Service Tech & Office friendly

2020-09-24

We began to be able to have our techs collect credit card payments; awesome for both office & customers!! Data from the old system transferred over, mostly without any issues.

Pros

Better dispatching than what we had before.

Cons

Reports aren't all that they need to be, but can download info to Excel & manipulate most data

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Angela W.

Great for Field Mangement

2019-05-12

Pros

It is awesome to have all of the normal features that field management softwares offer (estimates, scheduling, invoices, etc) combined with vehicle tracking (not by employee mobile phones).

Cons

We have not been using it for very long so have yet to come across anything we do not like. So far the best we have tried.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Leo K.

Field Service Software

2017-02-18

It is easy to master, has many valuable features from Scheduling, Fleet Management, to Financial Features.

Pros

Customer Service, scheduling, fleet management

Cons

The product list needs to be reorganized where new items can be added on the fly and a better job could be done in the grouping of items into a category.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Service Fusion

You can try the first 30 days for free. Take it for a drive and I seriously doubt you will shop elsewhere.

Source: Software Advice
Helpful?   Yes   No
Read more
Aaron S.

Another Broken Software With Crappy Back-End Support

2019-07-23

Its been really rough for us trying to build and grow our company using this platform because there have been so many problems with the functionality of key workflows processes.

Pros

It customizable and pretty user-friendly

Cons

The bugs and workflow problems NEVER get fixed.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

2/10
Source: Capterra
Helpful?   Yes   No
Read more
Danielle J.

5 stars

2020-10-21

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

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Chris S.

Pretty good experience

2017-09-21

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

Paperless. Mobile. I found it was a great step in eliminating paper.

Cons

Wasn't able to track commissions accurately between parts and labour.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Samuel W.

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

2018-01-04

We speed up the job and coustomer management.

Pros

They keep adding and improving features to the system. Job management is great.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David L.

This software is not ready for work.

2017-03-30

We have used this software for several months and the only thing that I can say is "waste of money" besides the monthly payments we have invested hundreds of hours in importing our company's data into the software and setting up the work structure.

Pros

It looks like a perfect fit for our business model. We liked the option that the technician on the field can capture pre and post work signatures.

Cons

The technician mobile app does not have any way to work offline.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10

Recommendations to others considering Service Fusion

The software looks great on the demo. You will learn about all the issues when you start working with it. I advise you not to enter any of your company data (which will take a along time) until you have worked with a small pilot for at least a month and know that you are ready to deal with the issues. It took us over 3 month.

Source: Capterra
Helpful?   Yes   No

Response from Service Fusion


Hi David:

Thank You for your feedback.

We are not without flaws and we definitely don't claim to accommodate every workflow, but we try very hard to make it work for everyone who decides to give us a shot. We wouldn't have over 1,000 paying customers with a "great demo" alone.

I understand it's important to you, but offline support is a feature, not an issue. There were other things on your list that we simply didn't do. It wasn't a feature that was "broken". It just wasn't available.

Our V2 features more than offline support. It has a built-in VoIP phone system, a CRM, email, progress invoicing & more. Everything our customers asked for. And it uses the latest tech available today, not two years ago. We rebuilt from the ground up because it has a completely different architecture. Phone manufacturers roll out new phones every year not because the last model was bad, but because the new model is better.

I am sorry we couldn't be a great fit for you at this time.

Max

Read more
Keenan T.

Mobile management that works.

2019-01-15

Pros

Service Fusion is a management app that you can use on any mobile device.

Cons

Service Fusion has a couple of customization options that I would like to see in future updates.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff V.

Service Fusion has changed the way we run our company!

2018-02-27

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more