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.