Service Fusion Reviews

“Easy to understand

Pros

I picked this up in no time with hardly any training needed. The interface is so user-friendly that I was moving through everything smoothly within just a few hours.

Cons

Customer support can be a bit slow to respond.

“Pleased with it!

Pros

Manages everything well and feels convenient to use. Overall, I'm quite happy with how it performs.

Cons

When listening to voicemails or playing back recorded messages, there's no option to fast forward through them.

“simple dispatching

Pros

Dispatching and tracking our team is simple with this platform. Creating proposals in the field has become easy too. Our technicians use it multiple times daily and they're thrilled with how accessible all their needed information is. We even cancelled our separate time clock subscription since everything's built right in.

Cons

The sync only works one way from Service Fusion to QuickBooks. Many admin features don't work well on mobile either so I'm constantly having to switch to my desktop to get things done.

“Effective for invoicing

Pros

It really helps with my invoicing needs. The information tracking quality is solid and keeps everything organized well.

Cons

Pricing isn't updated in real-time which can be frustrating. There's no way to generate aging reports for accounts receivable or payable and I can't get live data feeds for material information.

“Easy to use CRM

Pros

I find the dashboard simple to navigate, making it easy to access our customer database.

Cons

Pulling specific sales reports is very challenging for me.

“One administrator's persepctive.

Pros

I am unsure. Customer support team and the project manager use it more and are highly satisfied. I do appreciate the invoice views available through "accounting."

Cons

I can't make customer mailing labels. Recurring reports don't update dates, so I use "all dates" as a workaround, but that gives me information I don't always need. Often, when a sync to accounting software goes wrong, there's a new reason that I need SF technicians to decipher. I've learned how to fix many issues in this regard, but sometimes the issue isn't something I can see.

“Review of service fusion on my IT company

Pros

I like how we can manage the entire sales cycle efficiently.

Cons

I need to integrate with other platforms, but Service Fusion is very limited and cannot interact well with others. We could improve it by adding more features. Reports are limited and complicated to use.

“Job Dispatch - Lifesaver!

Pros

We no longer need to have the team drive to our remote shop to pick up and drop off work orders, saving us work time and fuel costs - it's huge!

Cons

I'm not happy that I can't edit work order templates without paying for a more expensive subscription. That should be a standard feature, allowing any customer to see what they want on their work orders when they print them.

“Great Software

Pros

There are so many great features. I haven't even scratched the surface yet. Just finished deploying it. Tech support is truly the best. I always get help and never wait longer than 5 minutes. They are all very knowledgeable and patient. It's a pleasure working with them.

Cons

It takes a while for development to fix some critical issues.

“Great application to start off business

Pros

Service Fusion is a good platform to start a business; however, the initial setup was extremely difficult, and the training provided was minimal, if not poor. Although the quality is good, I believe the price could be more reasonable.

Cons

The initial setup was extremely difficult, and the training provided was minimal, if not poor.

“The best decision I ever made!

Pros

Scheduling, tracking, customer history, and getting paid are better. Everything is at our fingertips.

Cons

The only thing I think could be better is service agreement scheduling and management. I also don't like the new drop-down box for receiving payments. Pictures load too slowly.

“Service Fusion

Pros

The intuitive design of the platform makes it easy to create detailed job orders and accurate estimates quickly. This feature has significantly streamlined our workflow, saving us time and reducing errors. It has enhanced our efficiency, allowing us to focus more on other critical aspects of our business.

Cons

It doesn't track maintenance agreements. I can enter the agreement into the customer's account, but it won't keep track of visits that were used or need to be completed.

“Initial Start-up with Service Fusion

Pros

It has a low barrier of entry and strong customer support.

Cons

I wish the Project Management Module were more comprehensive and robust, offering a wider range of features and capabilities. This enhancement would greatly improve my ability to manage projects more effectively and efficiently.

“Amazing product!

Pros

Switching to Service Fusion has been the best thing we've done in a while software-wise. The simplicity has been invaluable for my technicians. The office side is straightforward and makes customer service agreement management easier than any other product we've used.

Cons

I would like to see more options available on an estimate, as well as being able to convert more than one option into the same job automatically if chosen. The options themselves need an "Option Description" section so that clients can have detailed notes of what the different options mean.

“Does What We Need it to Do

Pros

I like the dispatch page and the affordability of the product to generate a good software and customer database. The non per-user fee sold us. For what we pay, it's a great product.

Cons

There seem to be a lot of little kinks to work out. There are small limitations here and there. We were told there would be an offline version of the app coming out four years ago, but we haven't seen it yet. There are glitches in the system, but nothing so significant that it ruins my day or makes me want to unsubscribe.

“SERVICE FUSION

Pros

The ease of scheduling and dispatching from the platform.

Cons

I can't run reports I need to do things.

“Great software

Pros

Everything is working great for our needs.

Cons

Initial setup support was a bit shady, and creating an invoice from a walk-in customer takes a while.

“Keeps my business organized and running efficiently

Pros

We love that Service Fusion is simple for our technicians to use in the field, giving us all the necessary information we need in-house to submit estimates. The simplicity for our admin team is fantastic as well. The invoicing looks great and is easy to navigate. It ensures that we look as professional as we wish to our customers.

Cons

I can't see the customer file while taking a payment. Most customers simply say, "it's the same address," and it would be nice for the payment screen to be a pop-up outside of the actual file.

“My Experience

Pros

Outstanding customer service. Every time I have had an issue, the support has been exceptional and the problem was resolved.

Cons

The accounting side can be a little confusing, especially for a novice with that side of the business.

“Review of Service Fusion

Pros

The system is easy to use, and the customer service reps are always available to answer any questions we have.

Cons

I'm not able to get all the usage out of the system.

“Hands on use of Service Fusion

Pros

I like that we can sync a lot of stuff into QuickBooks. I know more can be done, but I've only been here a year, so I'm working on more critical things and hope to learn more later.

Cons

There is inconsistency in syncing invoices and payments so that they match up.

“Domination Review

Pros

I appreciate having a dispatch screen and calendar view, seeing each visit, and being able to assign multiple techs.

Cons

Invoicing can be complicated when you switch to progress billing. The app is not the most functional to use.

“Service Fusion - Overall Great

Pros

I really value how seamlessly the invoicing integrates with QuickBooks Online. This smooth integration makes it incredibly convenient to manage our finances, ensuring that all our invoicing data is automatically synced. This feature not only saves us a significant amount of time but also minimizes errors, making our financial management much more efficient and accurate. It has become an indispensable tool in our daily operations, enhancing our overall productivity and streamlining our accounting processes.

Cons

The scheduling and reporting features are sometimes skewed if the date is not entered correctly.

“UHS review

Pros

I don't have to pay for each employee subscription.

Cons

So far, I don't have any cons; it does everything I need it to do.

“Service Fusion - Reliable - great for small businesses

Pros

It's simple to use. The dispatch grid is great. Job costing is easy.

Cons

The bookkeeping side is lacking. There are no statements, and POs do not flood into expenses.

“Temple RV Repair

Pros

We like most that it was not only simple to use but also easy to learn.

Cons

We would like it to track flat-rate pay.

“Very easy to use and the support is second to none

Pros

It was a user-friendly platform to get up and running. The mobile and cloud functions are such great features used by our staff.

Cons

The employee access setup is a little cumbersome, but once you get the feel for it, it becomes easier to understand the layout.

“SUPPORT WHEN YOU NEED IT

Pros

EVERYTHING!!! CUSTOMER SINCE OCTOBER 2019! Service Fusion has taken us to a whole new level in managing our team. They provide great customer support. They have included us in product development and are always looking for better ways to improve their product.

Cons

The way the customer list is set up is not ideal.

“ONE YEAR REVIEW

Pros

We went from pen and paper and using outdated software, so most things are better.

Cons

When bugs are found, it takes a long time to have them corrected. Features being added are very limited, and it also appears that the developers do not take recommendations into account.

“App Buffers

Pros

It allows me to track customers and easily send invoices.

Cons

Catalogs are confusing, and the app buffers is causing issues for my team in the field which causes delays.

“Gilford NH

Pros

I prefer "do" over "did." Service Fusion stands out for its user-friendly interface.

Cons

One thing that I dislike is the inability to return to the previous screen easily as everything resets. Defaulting to the dispatched status instead of scheduled when creating a job is inconvenient. Printing estimates as PDFs to fit on one page is a hassle. The system can be slow, especially when using the search feature.

“Field Service Management

Pros

Service Fusion initially met all my field service management needs. Managing work orders, scheduling jobs, and inventory across vehicles became simpler with this software.

Cons

My main complaint with Service Fusion is the reporting functionality. Customizing reports with the desired information is challenging and formatting them to my preference is not as simple as I preferred. I hope for more improvements in this area.

“Well organized interface

Pros

The interface is well organized and makes my daily work much smoother. Whenever I run into issues, support is always there to help and they resolve things fast.

Cons

The main thing that bugs me is how it opens a fresh window every time I check a job. Since I'm using this constantly throughout the day, I end up with like 50 tabs open before I realize it.

“Handles everything for us!

Pros

I really appreciate how it handles everything from field service management to invoicing and customer tracking all in one place. Our field team absolutely loves how user-friendly the interface is. What really stands out is how it's made our field operations completely paperless while boosting efficiency with its automation features.

Cons

I can't really think of anything negative right now. The support team is helpful and responds quickly when I need assistance.

“Cost-effective and efficient

Pros

The level of customization you get here matches what competitors offer but at a much lower cost.

Cons

Support ticket responses lack precision and take too long to resolve issues.

“Great Platform- Documents could be easier, but overall, great!

Pros

It consolidates everything in one place, though it has some quirks, overall it's excellent.

Cons

Setting up and formatting documents is difficult, especially with limited space for a lot of information. Full-page photos cannot be included in any document.

“review from kaygen

Pros

Good customer service assists me in staying organized.

Cons

There are unresolved issues that need attention, particularly in the recommendation portal. Some long-standing requests remain unaddressed.

“Service Fusion

Pros

The mobile interface's ease of use, calendar scheduling and tech notifications are great too.

Cons

Desktop search engine has issues especially with job numbering.

“Need a lot of work

Pros

It serves perfectly when organizing your team effectively.

Cons

The service call AI requires significant improvements for new setups, with too many missed calls. Customer service needs to provide better assistance with system settings. Support availability should extend to different time zones.

“Best CRM we've used to date.

Pros

The price and functionality combination convinced us. Service Fusion's CRM with automated customer messaging was a crucial feature for us.

Cons

While there are customization limitations, we have found workarounds. The payment processor is functional but not the best. The mobile app functions adequately but requires a stable internet connection.

“Service Fusion Love

Pros

Their customer service team is very helpful whenever I reach out.

Cons

I wish they could resolve issues qucikly.

“Simple, Easy, good !

Pros

Customer service is exceptional. I am still exploring SF's features and the agents are knowledgeable and quick in addressing queries or issues.

Cons

In several feature limitations exist, such as the absence of a credit memo feature and difficulties with navigation. Service agreements lack detailed information that would be beneficial. Improvements are needed in managing open revenue for closed jobs.

“Automation is KEY!

Pros

Service Fusion offers wide range of customization options. Moreover the robust setup and automation are beneficial for client management.

Cons

Despite some limitations, the support provided outweighs the challenges.

“Easy to set up and use out the box

Pros

Certain data fields can be imported, while others require manual entry. The help desk support is fantastic and resolves issues on the spot.

Cons

When setting up another account or system, everything should import seamlessly.

“Integrity Automatic Doors First 6 Months!

Pros

Service Fusion is intuitive and makes tracking service jobs and invoicing much easier for our team.

Cons

Sometimes, it's difficult for us to locate specific histories.

“Member or owner

Pros

It gets the job done.

Cons

When our service goes down, it becomes a problem.

“Good App to use for Service Techs

Pros

Communication with field technicians is not a problem anymore.

Cons

Integration with QuickBooks is not smooth and also invoicing requirements differ.

“A great asset for you company.

Pros

Dispatching zones and customer tagging for future reference are standout features of Service Fusion.

Cons

My biggest protest with Service Fusion is the lack of time to explore its full potential for us.

“From Service CEO to Service Fusion

Pros

The user-friendly interface and mobile compatibility enhance usability.

Cons

Limited customizations on certain features, like the inability to create specific reports or export statements easily.

“solid product

Pros

Scheduling, mobile app and estimating functions are the best.

Cons

Reporting feature lacks usability which makes it difficult to extract actionable insights.