Service Fusion Reviews & Product Details

I like how accessible Service Fusion makes it to look up all my accounting and client information on the go. I can access it through the app on my phone, tablet or office computer. Review collected by and hosted on G2.com.

The accounting information can be a little tough to navigate through when looking up invoices and payments. You can always just use the search feature. Review collected by and hosted on G2.com.

I love their quick response time and online chat option! They also have a call back request button and someone typically calls back within 5min Review collected by and hosted on G2.com.

You have to pay the upgraded membership to be able to use the progressive invoicing function but it’s a reasonable rate for the feature. I just think that it should be included even with the base crm level plan. Review collected by and hosted on G2.com.

Simple, Easy and Fast, it has these three main characteristics that help me speed up and greatly optimize the way in which I offer my services to my clients, the fact that it has a large number of functions is of great help to optimize my time It is also especially useful for me to carry out administrative tasks such as billing and budget management in a much simpler, simpler and more practical way, its customer service is quite fast when giving answers to any problem, requirement or request, in a matter of a few minutes I can be sure that I will have the right answer to my problem. Review collected by and hosted on G2.com.

Its didactic material, although it has a large number of video tutorials to teach the proper use of this application, the fact that they are so long makes it practically impossible for me to see them quickly to learn how to get the most out of it. the application, so I had to learn in a totally self-taught way. Review collected by and hosted on G2.com.

The remote access for all members of the sales and operations team in real time plus dispatching and updating immediately for all crew members was fantastic. Review collected by and hosted on G2.com.

Some of the recurring appointments options can be a little wonky to get exactly right and creating a job with multiple visits has to be done in a very specific way. Review collected by and hosted on G2.com.

I like the fact that it makes my job so much easier. The techs have access to all the docs they need at their fingertips. I like that they can upload deliverables right to the platform. Review collected by and hosted on G2.com.

I hate that I can not click back when in job dashboard and go to same place I was Review collected by and hosted on G2.com.

Service Fusion is a great application for businesses like ours where there is a heavy need for organization in our billing both online and on site for our customers. As an HVAC business the majority of our customers pay following a repair so it is necessary for our techs to be able to easily create invoices on site with the ability to collect payment as well as provide a receipt. With Service Fusion this is easily accomplished, eliminating the need for keeping track of paper invoices and hand written paperwork. By using this service we as a company have become highly efficient on our service calls as well as in-office billing processes. Review collected by and hosted on G2.com.

Service Fusion can be ineffective when in areas with no mobile service and when service is bad the app can often be glitchy and prevent the techs from finalizing invoices. Review collected by and hosted on G2.com.

I enjoy the simplicity behind Service Fusion's invoicing and customer scheduling. It makes the process of scheduling a time to meet a customer and billing after a repair is made seamless. Our techs can now finalize, collect payment, and email a receipt within just a few moments.This is all completed from either a desktop or our techs mobile devices. Another great attribute is the ability to upload our pricing books to quickly create and complete invoices. Prior to Service Fusion our business operated using carbon copy documents and physical paper copies of all invoices and new/ recurring customer documents. This process was not only time consuming but difficult to keep neatly filed and easy to find. Service Fusion allows the quick simple lookup of all customers and work orders. This not only allows our company to save money on the time and materials needed to operate, but allows our techs to be more efficient on the job. Review collected by and hosted on G2.com.

I dislike the mobile app at times. Sometimes the invoice options screen fails to load upon finalizing the invoice, which delays emailing the customer their receipt. Review collected by and hosted on G2.com.

The efficiency and speed of making an appointment. Just started using it the last two months. It is organized and easy to learn. Review collected by and hosted on G2.com.

I have been having trouble clearing "requires follow-up" status from customer jobs. I don't see how I could utilize Service Fusion for label mail outs. I would suggest some changes in dispatch map flags also. I would like an easier way to text customers. Most don't want emails, they prefer texts. I wish there were more choices for reports about jobs. Review collected by and hosted on G2.com.

We run an Electrical Home Service business and we have unique needs based on having Branches in more than one city. We have been able to utilize that software easily and have been happy with the overall performance of the dispatching. Review collected by and hosted on G2.com.

I have a few dislike but based on value I am willing to overlook them on a whole level. Some of the reporting options are not ideal. We have had some problems with turning over from Quickbooks desktop to online and it's been a bit of a process and still have some issues that remain unresolved. Review collected by and hosted on G2.com.

I like that we can schedule our techs on the jobs and they can see them ahead of time. I am able to add their pay in the system and just pull a report everyday payday. Review collected by and hosted on G2.com.

The only thing I can think of right now is there is no way to hid the techs that no longer work for us. We have people leaving all the time and they just are marked inactive but you still see them on the main list of techs. Wish there was a way to hid them. Review collected by and hosted on G2.com.

I find the job tracking and ability to make estimates for my customers very helpful. I also like how easy it is to convert estimates to jobs. I also use the calendar every day to see whats going on. Review collected by and hosted on G2.com.

The inventory tracking and management isn't the best. It works, but I would prefer more control over things. Also sending multiple invoices at once isn't an option, so resending past due is time consuming. Review collected by and hosted on G2.com.

The dispatch grid is the best. Bottom line. Build a job and slide to assign. The ease of this feature saves so much time and headaches. I would also like to point out the after sale assistance! The help team is outstanding! They will not let you down! The turn around time is very very acceptable. You get screen shots and step by step instruction to make sure your problem is solved. Review collected by and hosted on G2.com.

The inventory system could possibly be better. Possibly a better drop down? It may be there but we are about 1 week into this and haven't seen how to do this a little easier. The instructional videos are pretty hard to watch. Not sure if it woud be possible to breal them don into smaller subsets of instruction? The narrartor is pretty monotone and caugt myself spacing out while trying to watch the videos!! If you can improve that, it would really go a long way. Review collected by and hosted on G2.com.

tracking jobs from estimate to completion Review collected by and hosted on G2.com.

too new yet to find too many issues. A lot to learn Review collected by and hosted on G2.com.

The ease of use. All of the features such as communications with others and facilitating clients as well as workers Review collected by and hosted on G2.com.

Haven’t found anything I don’t like yet. The System seems flawless to me Review collected by and hosted on G2.com.

I love the fact that this dispatching system is everything in one, whether it comes to dispatching, estimating, accounting, inventory and organizing your customers it's all in one spot that the company can become transparent with everyone working in the office. Review collected by and hosted on G2.com.

It was over whelming at the beginning trying to set everything up, could have used more time with our rep at first.

I'm not a big fan of the calendar as it gets to be a little overwhelming to look at. Review collected by and hosted on G2.com.

The office system is seamless and scheduling is easy to do. Review collected by and hosted on G2.com.

The tech app can freeze and not work correctly sometimes making them take longer on a call. Review collected by and hosted on G2.com.

I like that you can take pictures within the job. I also like that you can look up past and future jobs. Review collected by and hosted on G2.com.

I don’t like the confusion with starting job and arrived at Job. I feel like I see many mistakes with techs hours Review collected by and hosted on G2.com.

-ease of finding jobs, history

-being able to add expenses to job

-customer equipment information detail

-being able to upload documents/photos

-the app

-price point Review collected by and hosted on G2.com.

-purchasing side

-cutomizing documents is not user friendly

-ability to bold or choose what I want to show on an invoice

-not being able to have an invoice with a credit balance

-HST crossover with quickbooks

-2 decimal places Review collected by and hosted on G2.com.

What I like most of the "ease" of use for us Review collected by and hosted on G2.com.

There are several things that I would change about Service Fusion that would make things a little more user friendly. Review collected by and hosted on G2.com.

I like that it helps keep our service calls organized. Review collected by and hosted on G2.com.

I wish it was more customization to our industry. Review collected by and hosted on G2.com.

After using other service programs, Service Fusion has been the best one for your money. It is also easy to use and navigate. Review collected by and hosted on G2.com.

There’s nothing to dislike about Service Fusion at all. Review collected by and hosted on G2.com.

We like that the software makes everything easier, starting from the billing process and the fact that you can pair it with your favorite payment gateway to having you techs communicate with you professionally. Review collected by and hosted on G2.com.

There's lot of features that are missing for example our customer cannot paid partially his/her invoice from his computer, they have to call us to do it, Review collected by and hosted on G2.com.

The strength of Service Fusion's list of capabilities it separated. We appreciate the way that the designers are always refreshing and adding highlights to the product. It is exceptionally finished, yet easy to understand. We can execute very straightforward undertakings, just as jump I to progressively complex situations. The capacity of this product to scale with our business is indispensable and one reason we chose to run with it. Review collected by and hosted on G2.com.

I personally haven't found much to dislike with Service Fusion. Review collected by and hosted on G2.com.

SF Is good on the cloud and your able to login from anywhere. Syncing with Quickbooks is good to work out with accounting. Its easy to use and setup Review collected by and hosted on G2.com.

Better control of Inventory. Better uses of serial items on the inventory. Syncing inventory to QB is not there. Would like to see more of fillable forms for techs. An App for Managers to assign calls over the phone Review collected by and hosted on G2.com.