Service Fusion Reviews

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...

Read more

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.

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.

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!

It customizable and pretty user-friendly

The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done. Customer service reps just say that they will pass the issue onto the developers but then nothing ever happens. V2 just keeps getting promised as the fix-all, but somehow how I doubt it's going to be without major issues itself

- 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 -...

Read more

- 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...

Read more

It is a wonderful platform. This is my third platform from similar companies. All of the others have invoicing, calendar, etc. ServiceFusion is special. I use the VOIP phone feature, the data in Reports, accounting tab, and all the color coded dashboards. It is a great, great platform to run a business. If a prospect wants to just keep track of his jobs, there are less expensive options. But if a prospect wants to run a business, SF is a great solution.

It was very difficult to launch SF. The great thing about SF is it is highly customizable. The bad thing is that it is very customizable. It was very hard to get all the communication, forms, colors, etc set-up. Housecall took 1/10 the time to set-up. But now that it is set-up, I love, love SF.

Your raving review is much appreciated! Thank you for your feedback.

It is very simple to use . It keeps up with all my Invoices and Estimates . I can change and delete anything needed or not needed . I have yet to have this system fail on me . Great way to keep track of everything.

That it doesn't allow you to click back to where you were it takes you completely back to the job board.

We are so glad to hear Service Fusion is helping to make your business run more efficiently. Thank you for the review!

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

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.

the live information is helpful for accurate scheduling

They need to update the payment portion, Service Fusion to have a credit card swipe system for office and mobile use

Thank you for your feedback. We hope that you will find future enhancements helpful for your concerns.

Adding users with no additional charge ; easy to learn

Lack of customer support, I like to speak to someone to figure out issues, not go to YouTube to try to figure it out myself. Difficult to find previous service calls on a client who has several service locations.

Our support team is willing to speak with you any time you have an issue. You can contact them at (888) 902-0304 Option 2. Thanks!

I like that it helps me stay efficient and organized

I can't think of anything right now but when I do I'll reach out to you again.

Thank you for taking time to leave us a review! Please feel free to reach out to our support team if you ever come across any questions or concerns.

We have been using Service Fusion for about a year; coming from a completely paper system this was revolutionary. Great for field service managers and AR

The Fusion Pay has been a disaster. We have automated monthly invoices that double bill our customers, or don't bill them at all. I call on the 1st or 2nd day of every month for the last 5 months letting them know of these ongoing issues and asking for help or a resolve - 5 months later, still no answers or even calls back. In fact this month it seems to have gotten worse. This comes on the heels of an email letting me know they're bumping our bill up another $50 a month. I am paying close to $500 a month and am losing customers because we are double charging their credit cards. Tech support shrugs, doesn't seem to care.

Very mobile and user friendly. I liked the ease and training they offered on the app and website. They were able to compile all my client info and add it into the system which was very helpful.

Didn't work well for multiple visits scheduled throughout the day and week (for pet sitting). It sends an invoice at each visit so works well for businesses that visit less frequently like AC repair, cleaning service, etc. The timer won't go after midnight so it doesn't work for night shifts either.

Highly configurable, easy to use, intuitive user interface.

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

The custom documents and online customer portal brought me in. Some of the feature's work but we have had to develop more manual processes and "work arounds" The bones of this software is great. Its sad the company doesn't develop it better.

What they profess to sell you is inaccurate and onboarding personnel did a very poor job. They were very ill'-informed in their own product. I don't get the impression the owners are in touch with their customer's needs. Or maybe they just don't care.

We are sorry to hear you haven't loved your experience with Service Fusion. There are a ton of improvements coming in the second half of the year that address some of your concerns.

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...

Read more

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

This software has been fantastic for our Heating & Cooling company! It has achieved the goal of combining 10+ databases that we used to use on a regular basis, in to this one program! The program is relatively easy to use, along with their field worker app. At the beginning I was worried about the variety in ages, of our users, ranging from 14 years old to 69 years old, they all have done excellent in using Service Fusion due to the simplicity and ease of the program! Over the past several months Service Fusion has came out with enhancements, which makes tasks easier for us.

There is the occasional idea that comes to mind, that I would change about this software. However, I think of anything specific right now.

This app is an all-inclusive solution for anyone conducting field service work at customer locations! We are an industrial mechanic service, that has built our business around specialized in-field repair servicing. Service Fusion is a one-stop shop for appointment information; it features a GPS module to make for easy appointment transportation. In addition, they offer customizations within their template for appointments which allows us to include industry-specific task items and buttons.

The biggest issue we run into is with inventory management. Although they have a great inventory management module, that has a lot of expandability and allows for barcode scanning, the scanner is restricted to operating only when attached to a laptop... You can't attach it to a tablet or mobile device which makes it very cumbersome and not as intuitive with the mobile application as you would hope. The platform is built off the mobility via the app, so to not allow the scanning and inventory management to function off of that is very counter-intuitive in my opinion.

User friendly interface! I really love how it communicates with clients when tech changes his status.

Limitations on phone app. I really wish the interface on the App had more functionality and more customizable settings.

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.

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.

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...

Read more

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

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.

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

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.

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

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...

Read more

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.

easy to schedule and reschedule customers

the inventory module is almost worthless. It is way to difficult to see what you have on hand and what you have sold. I have to look at what's on hand, look at inventory management to see if there is a PO made (and when you find that, you can't see how many are on each PO. You have to open each one) then you have to run another report to see if you have any sold. Way to many steps to figure out what you have!!!Also - it really doesn't integrate with Quick Books all that well. The inventory module doesn't match on hand quantities and the part numbers are not in Quick Books anywhere, so you have to update each part with the part number

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.

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.

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.

Customer creation, work order creation, scheduling, invoicing, estimating, products, and services are at your fingertips. Labor costs are down work performance is better than most with these simple items. Customers are happy when they are able to witness these couple of things.

The constant changes. Once we get adjusted to certain ways we are using service fusion, something changes without warning. Give an option button to see if we like the change and can go back to the original way it works

Matthew, we are so happy to be part of keeping your customers happy. We will be sure to pass your suggestion along to the product team. Thanks so much for your review!