Service Fusion

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.

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.