Service Fusion Reviews

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.

Pros

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

Cons

There seems to be a lot of little kinks to work out. There are little limitations here and there. We were sold there would be an offline version of the app coming out 4 years ago and have not seen that yet. There are glitches in the system, but nothing so great that it ruins my day or makes me want to unsubscribe.

Alternatives Considered

ServiceTitan and FieldEdge

Reasons for Choosing Service Fusion

Upgrade in technology/dispatching systems

Reasons for Switching to Service Fusion

Bang for your buck. Non per-user fees. Lots of options to make SF how you want it to run specific for your business.

Pros

The initial price and some features. But it is all smoke and mirrors

Cons

This software is shiny on the surface, and it works like trash when you really want it. The new company leadership is unethical.

Pros

The price for the functionality was the thing that sold us. Having a CRM that did all of the things we needed it to PLUS had automated messaging to the customers was critical and Service Fusion has that functionality.

Cons

There are some things that we would like to have more customizable but we have found work arounds. The payment processor they use isn't the greatest, but it works. The mobile app is ok but doesn't work well without a good internet connection.

Alternatives Considered

Calendly, ServiceTitan and Salesforce Sales Cloud

Reasons for Choosing Service Fusion

The functionality of having separate software was causing chokepoints in out operations.

Switched From

DaySmart Appointments and Wave

Reasons for Switching to Service Fusion

Pricing and functionality was superior. The automated messaging was crucial.

Pros

My favorite part about using Service Fusion is the ability to dispatch zones and to be able to tag our customers for future reference.

Cons

My least favorite thing about Service Fusion is that there’s just not enough time to capture all it can do for us.

Alternatives Considered

Titan GPS

Reasons for Choosing Service Fusion

Needed scheduling and dispatching features

Switched From

Act!

Reasons for Switching to Service Fusion

Ultimately, it was the decision of upper management

Pros

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

Cons

The way the customer list/base is set up.

Pros

you can import certain data fields, others are copy and paste unless you are starting from nothing. Help Desk support is fantastic, never had an issue the person on the phone could not answer - Top Notch!

Cons

everything should be able to import when setting up another account or system

Pros

It was a very easy platform to get up and running. The Mobile and cloud function is such a great feature used by our staff

Cons

The employee access set up is a little cumbersome but once you get the feel for it it makes it a little easier to understand the layout.

Pros

Scheduling, tracking, customer history and getting paid 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 are too slow to load.

Alternatives Considered

Payzerware

Reasons for Switching to Service Fusion

I liked them both. The lower price is why I chose SF

Pros

We love that it is easy to use, cloud based and easy on the eyes. Most features can be used without formal training (because none exists). Many good fields within customer and equipment for proper set-up. Product set-up (we have over 4000 products) and prices can be updated easily. Syncing to QBO is smooth once the initial set-up is figured out and understood. Very few glitches in this regard.

Cons

There is something wrong with how additional visits work in Jobs/work orders and Service Fusion is not addressing it. It displays first date on top instead of last date, changing the status of one visit changes the status of all visits. In the past 6 months, intermittently or only on specific customers, the bill to section on customer invoices has been populated with "Serviced at" address instead of "Bill to" address as assigned in the customer profile. This has also affected the emails for invoicing as it will send to primary contact instead of contacts assigned to send invoices. After calling Service Fusion customer service, we quickly realized that many are unfamiliar with product and give you answers which are not correct and in conflict with others who we have spoken to in the past.There was one day where Service Fusion had an outage in the middle of the day. It appears they have no back-up service which is strange to see in a cloud-based service.Custom Documents is not so custom. When I called in to ask how to "compact" the document because they take up so much space on a page nd can bleed into multiple pages, customer service did not believe it can be done.Service Fusion provides no onsite support. They expect you to learn the product on your own or call customer service if you have any questions.

Pros

It had features that were editable that other service softwares available did not. My business had so many faces that it did not fit into the shoebox that most other softwares force upon the end user. Plus, Service fusion was not charging per user. We are a small but constantly growing business that works with clients that have a fixed income.

Cons

The items in the database, the fields are always open, if you make a mistake when in editing something in the database, data can be overwritten easily. Wish they had a way to take deposits and create accounts to apply to future services. Had to use a different software for that.

Alternatives Considered

FieldAware, Housecall Pro and Jobber

Reasons for Choosing Service Fusion

could not create the necessary fields in their database that would accommodate our business needs.

Reasons for Switching to Service Fusion

it had the flexibility for us to create and capture the data we needed to share with our team and our clients, the invoicing in the software was sufficient for what we needed done, and support was very helpful in the beginning.

Pros

Simple if you know how to organized your team.

Cons

Service call a.i. needs a lot of work for a new set up and to many missed calls as customer service told me that if i didn't like head sets that i was still on time to switch back. As i was having a hard time to fix the settings. You guys need to find a different way to train someone on this new system. Also have customer service available on Easter time as they all start at Pacific time and we have to wait 3 hours to get someone to help you early.

Pros

Lots of customization, ease of mobile device.

Cons

Lied to by sales rep, and implementation team about what system can do. Found that no PO's can be generated through mobile device. GPS system is beyond horrible. No tracking, just real time tracking. Most of time it never updates so fleet is always idling instead of driving. No custom forms. Customer service is the worst. No follow up, no corrections, no help getting live but will take your money

Alternatives Considered

FieldEdge, BuildOps, Simpro and Total Office Manager

Reasons for Choosing Service Fusion

Thought it would be a better program. Wow I was wrong. Reopened Mhelpdesk as we shopped around again. Starting with Service Titan in March 2022

Switched From

mHelpDesk

Reasons for Switching to Service Fusion

It was supposed to generate PO's on mobile, have a good GPS, service call A.I., A-Z program. Was mislead by representative

Pros

The product is good for us because we are a small family owned business that growing in the automation era. Its friendly enough to allow growth and learning. There are still a lot of functions that we are still learning to use daily...

Cons

Being able to itemize products for the field technicians...

Alternatives Considered

Jobber

Reasons for Switching to Service Fusion

Price and it has the features we use at this time.

Pros

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.

Cons

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!

Pros

I am very happy with Service Fusion. We have found that the software performs in the way it was presented to us. I like that it integrates with QuickBooks. It is going to enable us to fully implement going paperless this year. Like any software, there is a learning curve, and it has some limitations but when you call tech support they are helpful and usually resolve or explain my issue. There are lots of report options that have reliable data. The integration to QuickBooks actually works. I think the paperless is actually appealing to customers in the estimate process and easy for them to view and accept quotes.

Cons

There are some quirks with the QuickBooks integration that would have been helpful to understand better before we transferred our data/customers into Service Fusion. I think some of the issues we've experienced, we wouldn't have had we not been working with existing customers and database. I would have been willing to pay to have had Service Fusion help more with our database and making it better to communicate within the two softwares. Our main issue we encountered was that parent/sub accounts from QB came over with all the same name and addresses. Also, our customers in QB had customer numbers in front of their names, and its an ongoing issue with the integration tool not being able to differentiate between customer numbers and job numbers. In general the integration tool seems to skew our list data in QB and we frequently have to rebuild our data and correct things. I don't consider this a Service Fusion issue, however, when we encountered it Service Fusion was able to explain it and I just wish they could have educated us on this from the get go and we could have tried to edit our database or something. If Service Fusion would have offered to help with this for a fee, I would have paid it. I wish: when you were editing a work order, to make it into a invoice, that the PO's against it stayed viewable. there were not so many clicks to invoice a call and then print it. I think in total its like 4-5 clicks/multiple new pages. PO & product catalog communicated.

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.

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

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

Pros

To be honest, Customer service is on point.!!!! I am still discovering features in SF and all agents are very knowledgeable, every question i have they all make sure to guide me on the process, if a ticket is opened for a problem that has to go to the internal team i always get a response back usually within a day or two. ([sensitive content hidden] best of all)

Cons

No credit memo feature, not being able to go back the page on everything most times takes me back to main page if it is an invoice or something i am searching for. not been able to void invoices, the service management agreement does not detail anything this feature should be able to tell me the amount of contract when do they expire for the option of possible sales i should be seing the customers that their agreements are about to expire without having to pull a report. I do not like to see open revenue for the jobs that are closed but not billed this should be for open balances that are billed open invoices or pending not closed if a job is closed the balance should not reflect as an open balance on the account.

Pros

This software has multiple highlights, the organization of the jobs, the visual cleanliness, easy to navigate menus and just an all round good software for small/large/fortune 500 companies.

Cons

The parts where this software lacks is in the non-admin or front-end abilities. Front-end cant batch delete, or batch enter information. I wish there was like an excel import option to bring lists in. Also, one thing that bugs me is when I set the records count to anything other then the default 10 per page, it resets whenever the page has to reload. Its like there are no cookies for individual use, only the software as a whole. Any settings I had set change back as soon as the page has to reload. Id like to see some minor improvements on the utilities and advanced options for customization for the individual not just the software as a whole.

Pros

It is easy to use, fairly reliable, and it handles purchase orders, multiple warehouses for inventory, ability to schedule multiple technicians to a job, sub customer. Tech support is easy to get to.

Cons

We have some customers that prefer to have invoices faxed to them, and we use myfax for our provider. It appeared that there was a way to integrate with that service, however, when we contacted tech support they informed that it may be available in the future. Not sure why they have a non-functioning feature. The inventory system is at best mediocre. Payments recorded in Quickbooks do not synch back to SF. Tech support, while helpful most of the time are stand-offish when a feature does not work as expected. Overall, they are far better than a few other vendors we have tried, but there are a lot of improvements to be made yet.

Pros

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.

Cons

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

Pros

Pros would have been the ease of managing customers in the field with management and staff and seeing all customers in an easy map layout! However, many of these features that were Supposed to be launched with their upgrade, was promised to us as early as March to April of 2020 and they NEVER came true!

Cons

Customer service has become non existent! Calling many times with no one returning calls. Getting hold of people and requesting to speak with supervisors and 2 weeks passes with No call backs!
Features for a small field team are not very practical ans user friendly specially in the field.
Has lots of bells and whistles that are not rrally used much and many features that were supposed to be launched to make the app more practical, never happened. We did really put lots of effort and tried to use this for on and off over a year, but it has been a total disappointment. Our industry is fire protecrion services. Will Not recommend this.

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.