Service Fusion Features & Capabilities

Service Fusion

Dynamics 365

Housecall Pro

Service Fusion is a cloud-based field service management software that helps to connect office staff, technicians, and clients.

Access Controls/Permissions

Accounting Integration

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Scheduling

Assignment Management

Audit Trail

Automated Scheduling

Automatic Backup

Availability Management

Bid Management

Billing & Invoicing

Booking Management

Calendar Management

Calendar Sync

Client Management

Client Portal

Communication Management

Contact Database

Contract/License Management

Cost Database

Cost Estimating

Credit Card Processing

Customer Database

Customer History

Customer Management

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Dispatch Management

Document Imaging

Document Storage

Drag & Drop

Electrical Estimating

Electronic Payments

Electronic Signature

Email Management

Email Templates

Employee Management

Employee Scheduling

Estimating

Event Calendar

File Storage

For Commercial and/or Industrial Electrical Contractors

For General Contractors

For Handyman Industry

For HVAC Companies

For Janitorial Services

For Locksmiths

For Plumbing Industry

Historical Reporting

Inspection Management

Interaction Tracking

Inventory Control

Inventory Management

Inventory Tracking

Invoice Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Location Tracking

Mobile Access

Mobile App

Mobile Payments

Mobile Signature Capture

Monitoring

Multi-Location

Online Booking

Online Time Clock

Payment Collection in the Field

Payment Processing

Payroll Management

Photo Capture

Photos/Images

Prebuilt Assembly

Preventive Maintenance

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

Reminders

Reporting & Statistics

Reporting/Analytics

Routing

Scheduling

Jobber

ServiceTitan

Commusoft

ServiceWorks

Synchroteam

Kickserv

BigChange

FieldPulse

Less Paper

Zuper

Payaca

often INCREDIBLY slow to load reports, refresh dispatch grid, and edit a larger job

good but can be slow

Thank you for your feedback. We are sorry to hear the application has been slow for you. Please contact support to see if there is anything they can do for you. 

Mostly negative. 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. The software is heavily marketed as a POS option for HVAC, Electrical, & Plumbing Companies but based on our experience it not able to handle their processes effectively and there is no fix in sight. It's extremely lacking in several key areas and service fusion management doesn't seem to care at all about the issues we have reported. We would highly recommend you steer clear of this company until they get their act together

Another Broken Software With Crappy Back-End Support

It's pretty good but it could be great !!!!

Simple, Easy, good !

Generally satisfied. It's hard when we live on the east coast and your company is based in Texas, which is a different time zone and we seem to have to wait until 10 a.m. our time to get help.

Gilford NH

Thank you for your honest feedback! Please use our ideas portal to submit some of your suggestions to our product and development team. Also, our support team expanded their available hours at the beginning of the year. Support is available from 7 am - 7 pm ET. 

Worst HVAC software of all time

we like the software, it does what we need it to do and has improved over the years we have used it.

solid product

We appreciate your review! We are currently working to update the reporting module. Stay tuned!

Can't function without it. Our business is dependant on this CRM.

Easy to use CRM

Mislead reps, they take your money and run

From Service CEO to Service Fusion

Thank you for your feedback! We are currently working on improving the reporting module. We hope it solves your issues! 

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. 

Great for small HVAC companies

I LOVE ALL THAT IS HAS TO WORK WITH IN OUR DAILY FUNCTIONS

SERVICE FUSION

We are happy to hear Service Fusion's scheduling and dispatching has been easy for your business to use! 

Our experience with this company has been very poor.  Our Company has been using Service Fusion for over a year. Please be aware that our experience with their customer support has been terrible.  The program is buggy and Developers are slow to fix problems. You seldom hear back from them about the status of an issue. We have been unable to manage our inventory/books now for weeks because there are major bugs in that part of the program. The program is supposed to be integrated with Quick Books, but that has been a nightmare for us. We have been trying to get data to sync from Service Fusion to Quick Books for the past four months! No one returns our phone calls.  We've even left messages for management and they won't respond to our phone calls.  Customer support doesn't take responsibility for helping to find resolution to problems. If you value your business data, please think twice before you trust your information to this company!




Beware of this Program!

One major accounting flaw

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

it is ok, but honestly, we have found numerous things that take way to long to do and there is too many clicks to get things done.  Not a time saver compared to our old software.

concho valley door

We appreciate you taking the time to leave us a review. Service Fusion is focused on bringing innovation and more capabilities to the platform this year and beyond. 

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!

Great software with even better support!

I have been using this product for close to a year now.  Max and Aramis were extremely helpful with our conversion to using this product.  The live tutorials, additional references, and tech support made learning the product quick and easy.  The tech support with this company is second to none.  In my experience they have continually worked to make their product better every chance they get.  This is rare and is what prompted me to give them a review. My company is able to use this product for our construction/renovation projects, repair technicians, and the routes we have that are on routine maintenance. Templates, inventory management, and custom fields have made the difference from other software that we originally were considering.  Hope to see route optimization in the future.

Good Product, Great People, Excellent for your Business!

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. 

Service Fusion puts your scheduling in the palm of your hand

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

Real time service assistance when needed. App works great for technicians in the field. No complaints

Great Software for my business

Thanks, James! We're thrilled that you are satisfied with Service Fusion. Your feedback is much appreciated.

At first we were excited about the new platform, but after four months of paying for our current platform (Jobber) and Service Fusion and not being able to implement it, the shine is wearing off.  The breaking point came yesterday when we discovered much to our chagrin that the job history could not be migrated.  We're talking 8 plus years of photos, job notes, everything.  We understood from the first meeting that this would be taken care of and during all these months of setup, we come to find out that won't be happening unless we do it ourselves manually.  We don't have the time or resources for that kind of thing and at $833 a month after exchange, I would think this should have been done for us.  Even their website states the following:

As we start importing in the types of data (customers, equipment, job history), we will reach out to you at the end of each day and let you know the imports that have been completed. If you have any questions or concerns, feel free to reach out to us, we will work with you to make any adjustments you see fit.

Between this and other issues we've run across - such as clients with multiple properties not being migrated correctly (one property management company had 62 clients and only 1 was shown and no job history) it's been disappointing.  Rather than throw good money after bad, we're pulling the plug.  We've spent a lot of time working on getting it set up but can't continue investing time and money into a program that doesn't deliver what its own website states it does.  

I've emailed customer service and our onboarding specialist, who by the way was professional and kind, but I have yet to hear back from anyone.  I'm really surprised by this and disappointed.  Even last week when they charged our card for $2500 with zero explanation (I can only assume it's for the next three months) and I emailed them asking about it - radio silence.  Really disappointing customer service and trying to cancel is turning out to be incredibly difficult!  Even more disappointing that they have no way to migrate job history and it took us four months and so far about 4k to find out.

The good, the bad, and the ugly

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.  

Smooth interface but still has glitches to work out.

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. 

Generally, It has been pretty good. Support is very slow and intermittent. Sometimes chat support is offered, and then it is turned off. Waiting for chat support is hours. Phone support is also inconsistent. However, if you can get a technician on the phone, they have been very helpful and positive in their approach.  Product management and fixes or additions of critical features are extremely slow in coming.

Service Fusion features

We appreciate your honest feedback. We greatly value our customer's opinions and are actively working increase the functionality of our software daily. 

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

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

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. 

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.

Useful Data Points Increase Profits

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. 

Their team in support is always quick to assist, they are helpful and not condescending.  

Service Fusion is Malleable and can become what you need it to.

Amazing product!

Thank you for sharing your experience with Service Fusion! We are always happy to learn about our software helping businesses run smoother. 

Service Fusion Features

Features Summary

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