Service Fusion Reviews

New, but VERY impressed with features for the money, and MOSTLY SUPPORT!

Comments: Again, I'm new and just started managing people in it.. but my overall feeling is I can certainly run my business on it. I'm sure some things will annoy us and we'll wish it could do this or that, but it's very flexible to a variety of service/ field businesses. We're excited about choosing it and incorporating our processes around it.

Pros:

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 in support I was lucky enough to get on the phone when I called in. Before I spoke to CSR, I was still very lost on how to BEST apply the software to our business needs, and this was after 2 implementation meetings with my onboarding specialist. Long story, short, I spoke to CSR for 4 fast hours as he let me talk outloud and verbalize the multiple "if this then that" scenarios I would wrestle with to make sure I was using SF in the most efficient way possible. Then, after listening intently, and putting himself in my shoes, he would work with me to find the answer. To add to the best software service I have had in years, at the end of the call, he asked me to hold as we were wrapping up 2 last points so he could say goodbye to his team as they were leaving for the day. Then, CSR spoke to me for another 30 to 45 minutes AFTER he was done for the day. Before my call with CSR, I felt like I was a 2 out of 10 on the program. After my call, I felt like I was a 8/9 out of 10. THAT is the type of support that will help us succeed with SF!

Cons:

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.

Amazing product!

Pros:

Switching to Service Fusion has been the best thing we've done in a while software wise. The ease of use has been invaluable for my technicians. The office side is easy enough, 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 1 option into the same job/invoice automatically if chosen. The options themselves need to have an "Option Description" section, so that clients can have detailed notes of what the different options mean.

Worst HVAC software of all time

Pros:

Nothing. They lie and steal with abandon. Anything to get you to sign. The answers to all of your questions will be “yes” without any regard to whether or not it can actually be done. Highway robbery.

Cons:

I’ve been in the HVAC industry as an owner and consultant for 20+ years. Ive had significant exposure to just about every platform out there. Service Fusion is the WORST and MOST DISHONEST I have ever dealt with. Not by a little, by a landslide. They lied about possible integrations, what the software could do, and many other things. We had to hire 3rd party developers to try to make it work, and it was not possible. The loss on our business is immeasurable as we had to go back to what we originally had after tens of thousands of dollars in spend based on the jerk salesman’s empty promises and lies. Of course, he’s “no longer with the company” when I complained, and I’m having to work overtime just to get the account shut off let along my refund. This company is the WORST. Run away, don’t walk.

ONE YEAR REVIEW

Comments: IT HAS BEEN SO SO TO THIS POINT, TIME WILL TELL

Pros:

WE WENT FROM PEN AND PAPER AND USING AN 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, IT ALSO APPEARS THAT THE DEVELOPERS DO NOT TAKE THE RECOMENDATIONS OF WHAT IS SUGGESTED

Best Software for running a service-business available. (I would know, I've looked at all of them!)

Comments: Service fusion is the best software out there that I have seen. We used to use Smart Service and when one of their tech support agents expressed surprise that I had 8 tabs open and the software was still functioning I realized that it was a sub-par product. After that myself and our management sat through multiple software demonstrations to make sure we didn't end up with another sub-par software. Of all the demonstrations we went through, Service Fusion was, by far, the most cost effective and capable software available on the market. It runs on the internet, so we can access it from any computer or tablet without having to download any additional software. It also updates regularly, which, since it's on the web I don't have to visit each work station in the office to update software anymore, which is a huge time saver.

Pros:

The most impactful features for us are all of the automatic things the software does to communicate with our customers. It emails and texts them automatically the day before an appointment and when the technician is on their way. It has the widest range of features of any service-program I've seen and it is easy to use once the system has been setup to your liking. The Service Fusion team updates the software often, so we're always up-to-date with the latest features.

Cons:

The only things that could be better are: The field application for technicians. It would be easier for us if we could create and edit inspection reports in the service fusion app itself instead of having to leave the app to fill out our reports and then upload them to the job.

Wow, great product and great support!

Comments: We were skeptical about switching from one online program to another for our dispatch and billing needs but holy cow, so glad we did! From the beginning they have been so helpful. We can now look customers up by address, phone number, etc... We can add contacts for each job location, as many as we want, we can add service locations with notes, as many as we want... The accounting portion, unpaid invoices etc... is great. Being able to figure out what jobs haven't been billed out is simple. This program is helping us be more efficient, collect money faster and thus buy new equipment sooner. There are so many options with this program, it's truly amazing.

Pros:

It is hard to say what we like most about Service Fusion because all the parts work together to help our business function at it's best. Maybe the customer support. They actually want to help us, can help us and know what they are talking about. They give answers instead of the run around, every single time without fail. It is truly amazing and compared to other programs we have used it is night and day the level of expertise and perfection.

Cons:

The video tutorials. They were a bit torturous. Watching a video of a learning session that lasts a couple of hours while trying to run an emergency service company and take care of customers is asking too much.

Automation is KEY!

Comments: Overall, we are so happy to have software that will grow with us. In the past, we outgrew software in a matter of months.

Pros:

Service Fusion has so many options that you can create; the setup is robust but worth it. Automation is key to taking care of our clients.

Cons:

There are a few limitations, but the support makes it worth sticking with.

Full Enterprise Solution for Field Service Operation

Comments: Service Fusion is our field operations enterprise software. As an installation and service company, it serves as the CRM, produces estimates/quotes, facilitates dispatching and job notes collection. In addition, Service Fusion integrates with both QuickBooks desktop and QuickBooks Online. Invoices are creating in Service Fusion and pushed thru to QuickBooks as are customer payments, which allow us to invoice immediately upon the close out of a job without having to wait for part-time accounting staff to be in the office. Our prior process lost up to 4-7 days before invoices were processed. Service Fusion comes with mobile apps for field staff to check in and out of jobs which is used for project billing and payroll processing. We were able to eliminate the use of 4 separate programs upon implementation of Service Fusion: time tracker, calendar, teams collaboration software, and a service ticket tracking program.

Pros:

Service Fusion's functionality allowed us to replace several separate program, reducing cost and increasing efficiency. Customers are able to digitally sign-off on techs' mobile devices upon project completion.

Cons:

There are limited report options. Would like to have a checklist option for field techs, where they can actually check off the boxes as specific tasks are completed.

Love the product but REALLY LOVE the support team - Thank you [SENSITIVE CONTENT HIDDEN]

Comments: Extremely happy.

Pros:

The communication tools for both the clients and our techs in the field. We're still learning more great features every day and experimenting. Love how they are constantly adding new features and easy explanations of how to use them. When we have questions, and we often do, the support team is amazing!

Cons:

We're in the process of learning more about the great features of Fusion. There is a lot here that we're not using yet... yet.

Great software

Pros:

Everything is working great for our needs.

Cons:

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

Good software, Terrible customer support (software goes down regularly)

Comments: It's sad because it was a well designed piece of software and something must have happened (most likely a sale) where the software is no longer supported and virtually no enhances are being made. But most worrisome is that it crashes regularly. They also invest zero resources into customer support. ServiceFusion, right the ship before it's too late!

Pros:

It's a great tool, very intuitive with significant flexibility. It has the potential to be great if the company would invest in the infrastructure flaws that make the software continue to go down/fail. Customer service is basically non-existent. They have absolutely no interest/motivation to speak to someone and individually address your needs - even if you offer to pay for it! Very poorly run company in that respect.

Cons:

The customer service is just terrible. The software goes down for hours and hours leaving you in a lurch. They have no after hours support. It's not uncommon for the software to go down at 6pm and then will stay down until someone gets into the office at 8am. What happens to those of us that work in the evenings? This is highly disruptive to the businesses using the tool. There is a strong indication the company is not vested in the long run.

Dispatch Made Easy

Comments: I really enjoy Service Fusion. It stands out among the crowd of dispatch software. Other programs I had used were glitchy and ended up causing me to spend more time fixing the problem then getting actual work done. One thing that deserves mention is SF's amazing customer service. I cannot sing his ( our tech) praises enough. This man deserves a raise, as he is always helpful, and actually interested in ME , not just work!!

Pros:

My favorite thing about this software is how easy it is to create/schedule jobs. The way they are displayed on the dispatch board so that I can see what is scheduled but unassigned, what has been dispatched, and what needs a follow up. I also enjoy how easy the software is for the techs and the fact that there is a space for all the information we are interested in collecting (i.e. equipment type)

Cons:

The one thing I really dislike about this software is how difficult it is to just get a simple list of the VIP customers or maintenance contracts. Previously we used FieldEdge and all I had to do was simply hit "Maintenance Contract Customers" and it would list all the contracts- when they were purchased, when they expired, and if they had previously been on contract and failed to renew. I don't like the fact that I have to put in the dates what not. I just want an easy one-click button.

One administrator's persepctive.

Comments: It's good. Training on it was almost non existent -- I think many of our first year issues would have been moot had the package we purchased come with hands on training.

Pros:

I am not sure. [sensitive content hidden] and project manager use it more and are more highly satisfied. I do like the invoice views available via "accounting'.

Cons:

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

Critical errors with zero customer support

Pros:

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

Cons:

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.

Review of Service Fusion

Comments: Great and like the system. Easy to use.

Pros:

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

Cons:

No able to get all the usage of the system.

Service Fusion features

Comments: Generally, It has been pretty good. Support is very slow and intermittent. Sometimes chat support is offered, and then it is turned off. Waiting for chat support is hours. Phone support is also inconsistent. However, if you can get a technician on the phone, they have been very helpful and positive in their approach. Product management and fixes or additions of critical features are extremely slow in coming.

Pros:

The price to required features was primary reason we switched to Service Fusion. We had an elaborate feature list of required, and also positive features. We tracked this across all the software we tested and evaluated. Service Fusion, did not have all the features of some competitive technologies, but had the key elements at a price that made it very attractive.We did especially like the dispatch screen compared to other technologies.

Cons:

The key issue that continues to cause us to evaluate is the fact that there is no offline mode or ability on the field application. We were told at the decision time that this was a feature, but it clear that the field app cannot function at all without a cellular or wireless connection. All other major players in the space have this capacity. The bidding/estimate functionality is pretty deficient compared to other key players. The press to move us to use Fusion Pay as the only future processing gateway may prove to be a deal breaker, particularly as it is notably more expensive than competitors. Simple functionality in payment processing, such as card tap/swipe capability, no formal display mode for estimates, not enough sign-off options by customers, built in payment programs, limited more integration partners, reporting capability is very limited, inability to duplicate estimates in the field app, etc.

Unbelievable Software for the Price

Comments: I highly recommend giving them a shot and trying out their demo. Their staff is great and always willing to help with any problems you may encounter.

Pros:

- 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 - Ability to upload photos to work orders, this gives management the ability to truly see what was done on a job. - Offers great tracking functions for keeping staff working efficiently. - System can call or text customers to alert them that you are coming. - Allows for custom document creation so you can create and style your own paperwork with all your required verbiage. - Allows for simple inventory tracking and purchase orders which can work well for general item tracking. - Separate Mobile app syncs perfectly with system and allows office staff to see technicians progress as they update their mobile app. - Has ability to tie trucks to GPS through one of their partners to better track your service fleet and give more accurate arrival estimates. - Built-in private messages system allows techs and office staff to chat so communication is clear and always documented.

Cons:

- 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 the warehouse they want to pull from each time; there is no way to select a default warehouse like a tech's truck making inventory tracking more accurate. - If you are a small startup with only one or two trucks and one or two users this will cost you more than other similar software that charges per user. Once you past 8 - 10 users Service Fusion will start saving you serious money. It saved our group several thousand dollars a month when we switched.

This software is not ready for work.

Comments: First I would begin saying that this software looks great on the demo presentation. But after you start working with it, you dive into a huge pile of issues. We have used this software for several months and the only thing that I can say is "waste of money" besides the monthly payments we have invested hundreds of hours in importing our company's data into the software and setting up the work structure. All along it was a bumpy ride. We started noticing "issues" that were critical for any company's workflow, but when spoke to their tech support, all those "issues" became "features". The tech support people said to me that they are coming out with a new system that had been completely rebuilt from the ground up. When asked when will this system become available, nobody knew. The fact of the matter is that if the software was good, why would they need to redesign it entirely? They know that the system is problematic, but refuse to admit that in public. If you are ready to spend alot of money and time, this could be a great adventure, but if you are looking for a real working field service management software for your business, look elsewhere. Good luck.

Pros:

It looks like a perfect fit for our business model. We liked the option that the technician on the field can capture pre and post work signatures.

Cons:

The technician mobile app does not have any way to work offline. The app is full of bugs and not functunal at all on the field. The online system is very cluttered to work with.

Very bad software company

Comments: my overall experience is poor. The system crashes weekly for hours. Support is slow. Problem solutions are non-existent. The maintenance agreement module is the worst attempt I've seen and completely useless. The limitations on importing information is horrible and their support staff takes over a week to update a live inventory count. In that time, you have to manually track ALL of your inventory moves and manually update it. The job labor section has no ability to charge sales tax. If you have a large inventory the sales tax on products will not function. They have NO offline functionality on the mobile app.

Pros:

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.

Cons:

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.

Fabulous and versatile product... EXCEPTIONAL CUSTOMER SERVICE!

Comments: Tremendous consolidation and money-saving via systems and especially efficiency and automation capabilities!

Pros:

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 and workflow creation including the ability to customize and require that personnel gather specific information, GPS, payroll and credit card processing integration (allowed us to kill separate systems/charges for all 3 of those elsewhere!), good and simple reporting features and the sheer ability to book simply daily/one-off jobs, as well as full-blown project management! Interpersonally, Max Paltsev (SF CEO) makes himself totally available and is extremely hands-on! SF is highly capable and is developed in-house (vs. farmed-out over seas), which is a big deal to us! I brought up an issue just yesterday regarding a specific functionality item that is pivotal to our business. My account rep took the issue right to Max and I received a reply today that their development team is creating a code-module as we speak and it will be re-coded by week's-end. SERIOUSLY!?... WHO DOES THAT? Incredible. It doesn't get any better than this. My goal is to master this system's functionality and I find things every day that are better than I even imagined. We are now a lifetime client!

Cons:

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

Amazing Software With a Huge Problem

Comments: This system has saved my company so much time and money in the 6 months we’ve had it. Can’t express how happy we are with 90% of its functionality. That being said, the inventory system is to be blunt... stupid. It is borderline useless. The biggest issue I have with it is that the system only goes off of an inventory order. Meaning once that order is made, the product is placed directly in inventory. That’s fine except when the products from that order have now been used and that order is now meaningless. Which wouldn’t be an issue if the system didn’t oversell a product when in fact there is 0 in stock. Example I currently have -2 water valves on my truck. That’s nonsense. There needs to be a way to manually input a quantity and location. Even the most basic of inventory systems have this function. Another huge issue is that a product is forever locked to a warehouse. You cannot delete a product from a warehouse but only add the product to another warehouse. If I’m relocating inventory to a different warehouse that means I’m MOVING it. Not wanting to use that old warehouse anymore. And another huge issue is in the worker app. If I need a part that we have in stock, I HAVE to use the one in stock. But what if that part happens to be on another techs truck? Too bad I have to use that exact one. I can’t tell it to ignore that and place an order for another one for my truck. So I’ve now messed with another techs inventory and he doesn’t even know. Please fix this broken system.

Pros:

Best scheduling and dispatching out there. Easy to customize Support has been amazing Great user interface

Cons:

Inventory management needs a major overhaul.

Beware of this Program!

Comments: Our experience with this company has been very poor. Our Company has been using Service Fusion for over a year. Please be aware that our experience with their customer support has been terrible. The program is buggy and Developers are slow to fix problems. You seldom hear back from them about the status of an issue. We have been unable to manage our inventory/books now for weeks because there are major bugs in that part of the program. The program is supposed to be integrated with Quick Books, but that has been a nightmare for us. We have been trying to get data to sync from Service Fusion to Quick Books for the past four months! No one returns our phone calls. We've even left messages for management and they won't respond to our phone calls. Customer support doesn't take responsibility for helping to find resolution to problems. If you value your business data, please think twice before you trust your information to this company!

Pros:

General Interface is quite user friendly.

Cons:

There are a lot of bugs in this software. The reporting is very limited and you can't get all of your data out of the system. Some of the reports are currently providing bad data and cannot be used. They are slow to fix issues and there is no customer service support.

Great for small or start up company

Comments: Service Fusion great for small start up company. Price cant be beat. Did experience issues with system on several occasions and that is hard when we are east coast and tech support is 2 hours behind. That leaves us unproductive. Preventive maintenances not easily tracked.

Pros:

Loved that we were able to create job statuses and color code them - making it easier to determine tech returns or parts needed when looking at Dispatch Board. Liked equipment tracking but wish could have attached picture of equipment

Cons:

Mobile App needs improvements. Technicians unable to search for job by job #. They had to go to customer and scroll until they located job #.

Easy Plug and Play Service Management Tool

Comments: Service Fusion has been a blessing; previously we were manually routing our individual field service technicians to their appointments by phone as they came in, and following up with an email to provide the address. Again, although I would like to see some updates to the mobility of scanning and inventory management, overall this is a strong application.

Pros:

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.

Cons:

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.

Great for Scheduling

Comments: Overall experience is I absolutely love how easy it is to use and I can do everything from the program

Pros:

The features I love most about this product is being able to see who the customer is and what troubles they are having with their alarm system. I also like the fact that I can click on the button that lets them know I’m in my way. I also like the fact I can handle all payments for the customer at the time of service.

Cons:

One thing I don’t like is when I put in the time for the job and then click on job completed no invoice it resets the time so I have to go back in and adjust it