Service Fusion Review

Service Fusion
Product:
Vendor:
Founded:
Headquarters:
Service Fusion
Service Fusion
2014
Irving, TX
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
3,200
Cloud
Yes

Service Fusion At A Glance

Good: Creating and scheduling jobs is simple and easy to customize.
Bad: Users say the software has a steep learning curve and limited reporting, checklist and offline capabilities.
Bottom Line: Service Fusion is an all-in-one, cloud-based FSM solution for SMBs that includes extensive support.

Product Overview

Service Fusion is an all-in-one, cloud-based field service management (FSM) solution for small and medium-sized businesses (SMBs). The platform helps companies streamline field operations and automate routine service tasks.

Primary features include:

  • Call tracking and routing
  • Customer relationship management
  • Dispatching and scheduling
  • Estimates and jobs
  • Field technician mobile app
  • GPS fleet tracking
  • Inventory management
  • Invoicing and payments
  • QuickBooks integration
  • Text messaging
  • Time tracking and payroll reports

The vendor provides tools for clients to streamline estimates, job management, scheduling and billing. Mobile field worker and customer apps are available for iOS and Android.

The software is priced through three monthly subscription plans with various tiers of features. All plans include an unlimited number of users, data importing, and personalized onboarding, training and support. The vendor offers free demos of each plan, and customers don’t have to sign up for a long-term contract.

Features

Service Fusion’s key features include:

Call tracking and routing – Companies can see where customers are calling from and route workers to those customers more quickly.

Customer relationship management (CRM) – The customer relationship management feature helps companies create customer contacts and service locations, set communication preferences and billing terms, track referral sources, and store records and images.

Dispatching and scheduling – The dispatching and scheduling feature lets users view all jobs and estimates to easily shift times and dates and avoid scheduling overlaps. Companies can also call or text job information to field workers.

Estimates and jobs – Companies can create estimates and jobs with prepopulated product and service line items. Users can also prioritize jobs, schedule on-site visits and assign jobs to specific sales reps for commission calculation.

Field technician mobile app – The mobile app lets field workers receive and manage jobs on smartphones and tablets. Workers can upload photos directly from the job site.

GPS fleet tracking – Companies can track their vehicles to improve driving behaviors, reduce insurance premium costs and get visibility on fleet location.

Inventory management – Manage stock inventory with a built-in inventory system. Users can create multi-item purchase orders, assign them to multiple warehouses and enter serial numbers for items that need to be tracked.

Invoicing and payments – Companies can convert jobs into invoices and receive payments with a built-in payment gateway that doesn’t need any third-party applications.

QuickBooks integration – The software integrates with QuickBooks and automatically syncs job information, invoices and payments.

Text messaging – Users can communicate in real-time with technicians and customers about scheduled jobs via SMS notifications and on-the-way alerts.

Time tracking and payroll reports – Users can monitor daily office activity, staff work hours, clock in and out, and populate time-based payroll reports with regular overtime pay.

Target Market

Service Fusion targets companies in field service industries, such as HVAC, plumbing, electrical, appliance repair, IT services and smart home automation.

Some of its customers include:

  • Atlanta Air Authority
  • Automotive Equipment Inc.
  • Blue Grass Home Entertainment
  • Elliott AC & Handyman Services
  • EnergyAttic
  • Liberty Air and Heat
  • Paradigm Mechanical Corp.
  • Pro Appliance Installation
  • Secure Lock and Alarm
  • Smart Watering Systems

Implementation/Integration

Service Fusion is a cloud-based solution that can be set up and accessed quickly.

The vendor also provides implementation and onboarding services for the first 60 days, including customized data importing, individual platform enhancements, and unlimited training and support via phone, email and live chat.

Customer Service & Support

Customers can access technical support via email or phone. Support hours are from 8 a.m. to 6 p.m. CST Monday to Thursday and from 8 a.m. to 5 p.m. CST on Friday.

The vendor also has a knowledge center with articles about how to use the software.

Pricing

The vendor offers three monthly pricing plans with no long-term contracts. All plans include an unlimited number of users, data importing, and personalized onboarding, training and support.

Starter – The Starter plan costs $99/month and offers the following features:

  • Customer relationship management
  • Estimates and jobs
  • Scheduling and dispatching
  • QuickBooks integration
  • Invoicing
  • Payment processing
  • Project management
  • Reporting
  • Text message alerts

Plus –  The Plus plan costs $199/month and includes all Starter plan features, as well as:

  • Job photo uploads
  • Inventory management
  • Job costing
  • Integrated voice and text

Pro – The Pro plan costs $349/month and includes all Plus plan features, as well as:

  • Open application program interface (API) integration
  • Custom documents
  • Customer web portal
  • Customer-facing mobile app

Call tracking and routing can be added to any plan for $25 per user, per month. GPS fleet tracking is $20 per unit, per month, plus $49 per unit for setup.

Shortcomings

The software has limited reporting options, checklist features and offline capabilities.

New users may also have a steep learning curve with the solution.

Screenshots

Service Fusion Screenshot 1
Service Fusion Screenshot 2
Service Fusion Screenshot 3

About

Founded in 2014, Service Fusion is headquartered in Irving, TX.

The vendor serves over 40,000 active users and 3,200 small and medium-sized companies in field service industries.

Send feedback or corrections to feedback@betterbuys.com.

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