Service Fusion Erfahrungen

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!

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.

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.

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.

As a dispatch software it does a good job

When it is working it is good , the problem in the last 6 months the server constantly goes down crippling my business

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.

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

The thing I like best about Service Fusion is that it is very easy to understand and use. They have extensive videos about features. We find ourselves using it for more and more things and it is replacing more and more services we contract elsewhere.
They are very aggressive in their improvements and are often coming out with updates and new features every month.

As with all service platforms and mobile work order software. Nothing seems to do everything that is needed. I wish they had a few different features. Like I said they are always working on new features.

It is very simple to use . It keeps up with all my Invoices and Estimates . I can change and delete anything needed or not needed . I have yet to have this system fail on me . Great way to keep track of everything.

That it doesn't allow you to click back to where you were it takes you completely back to the job board.

We are a HVAC company and have been using Service Fusion daily for lead dispatching, quote, job dispatching. It is a solid software.

However, there is on basic functions not working. When filed worker add a new service address to an exiting customer in their mobile app, the address is not searchable anymore. This caused big problem for us, and I have been calling their customer support team many times. Everyone was polite , but my problems not solved. I suggested if they couldn't fix it in there application logic, they can create a simple SQL script to run in the backend database every night, to copy all new address to customer's profile. I couldn't see any reason why this is not doable.

I am writing a review here, hoping some one from higher level of the company can hear their customer's pain and solve the problem for me.

the live information is helpful for accurate scheduling

They need to update the payment portion, Service Fusion to have a credit card swipe system for office and mobile use

Adding users with no additional charge ; easy to learn

Lack of customer support, I like to speak to someone to figure out issues, not go to YouTube to try to figure it out myself. Difficult to find previous service calls on a client who has several service locations.

I like that it helps me stay efficient and organized

I can't think of anything right now but when I do I'll reach out to you again.

They have the right idea and it's close to being a good software.

They claim (falsely) that they "sync" with QB. In reality, they only push data to quickbooks.

In our situation, we deposit checks from clients and that data is pulled automatically in QB. Service Fusion does not record the payment automatically so we must go in and apply the payment to the invoice in question.

When we return to QB, there is a double transaction from their high-tech "syncing" that cannot be removed. This results in a vastly inaccurate balance in QB.

If you call them for assistance, they basically tell you to stop syncing to QB.

So in conclusion, you can track either track finances with QB or service fusion but never both. You'll either have outstanding invoices in SF (which will email your customers telling them they're past due) or you can have totally screwed math in QB and never push invoices there.

This is not a system - more like a band-aid.

Very mobile and user friendly. I liked the ease and training they offered on the app and website. They were able to compile all my client info and add it into the system which was very helpful.

Didn't work well for multiple visits scheduled throughout the day and week (for pet sitting). It sends an invoice at each visit so works well for businesses that visit less frequently like AC repair, cleaning service, etc. The timer won't go after midnight so it doesn't work for night shifts either.

- 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.

- 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.

Highly configurable, easy to use, intuitive user interface.

Would like to see more customizable reporting, but what is provided out of the box is sufficient

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

Inventory management needs a major overhaul.

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.

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.

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

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

Handles almost any part of a service shop you can ever require. Handles things I never thought of.

Very complex interface. Some important details are always off screen, like tax settings for customers. The remote app has glitches and may not work as expected - I am experiencing issues with parent customers. It is hard to follow the status relationship automatics when creating an estimate, then a job and then an invoice. Payments and deposits often get lost in Quickbooks even when Service Fusion says everything updated correctly.

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.

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.

Easy to use, can track customer information, jobs, repeating jobs, and estimates.

Quickbooks sync is one way, and the information that goes down to QB is limited.
Some organizational functions are lacking, but the development team is hard at work and is adding features frequently.

Needs a stronger purchase order system, and a constant dispatch board that does not time shift. Would be nice

Purchase orders, the purchase orders have to be manually made, would be great to clock on the job number and then create a purchase order to reflect that job.

I can't say enough about all aspects of this product. We had gone through two programs that were not providing us with the Quickbooks relationship we needed as well as the ease of use and service dispatching. I love the customer service team that has answered literally every question I've had since we've started. Switching programs twice is an accounting feat and very difficult logistically. There hasn't been one time Service Fusion didn't answer a question when I was hung up on something during our transition. I called about 12 times in one day with not a single complaint from their staff. Nothing but excitement to help us. The system itself has already met my expectations and then some. As I'm learning more about the capabilities of the program I'm even more excited to continue using it. Fantastic product all around.

I would honestly have to say I can't find much of a con that's significant enough for me to write about. After two weeks of straight use I have yet to have something that bothers me. With any system, there probably is an issue somewhere, I just haven't found one yet. With any problem I've had the customer service team has explained how to work it out.

easy to schedule and reschedule customers

the inventory module is almost worthless. It is way to difficult to see what you have on hand and what you have sold. I have to look at what's on hand, look at inventory management to see if there is a PO made (and when you find that, you can't see how many are on each PO. You have to open each one) then you have to run another report to see if you have any sold. Way to many steps to figure out what you have!!!Also - it really doesn't integrate with Quick Books all that well. The inventory module doesn't match on hand quantities and the part numbers are not in Quick Books anywhere, so you have to update each part with the part number

We have our company on this program that allows us to bill, schedule and store the pertinent information.

The calendar listing so that we can see what we need to see. As an example: Parent Company showing is not as important as the address.

Customer creation, work order creation, scheduling, invoicing, estimating, products, and services are at your fingertips. Labor costs are down work performance is better than most with these simple items. Customers are happy when they are able to witness these couple of things.

The constant changes. Once we get adjusted to certain ways we are using service fusion, something changes without warning. Give an option button to see if we like the change and can go back to the original way it works