Opiniones de Service Fusion

If you have a sales team that is mobile and on the road this is an incredible platform.

Puntos a favor:

It's very intuitive and has more tools and most businesses will need. It's very easy for salespeople to use and if they are not able to use it that's a good sign that you should be looking for a replacement.

Contras:

There are a lot of options that can get a little bit overwhelming. The learning curve is a little high but that's due to the fact that there are so many tools available.

software for complete service management.

Comentarios: Service Fusion makes it tremendously easy for me to access all of my accounting and client information when I'm on the move. Along with having good customer assistance, I can access it using the app on my phone, tablet, or work PC. As a result, I can save a ton of time.

Puntos a favor:

Estimates, scheduling, online payments, a mobile application, and reporting are all included in the comprehensive software package with FSM features. With Service Fusion, you can quickly convert a task into an invoice. Out of all of them, I prefer Billing and Invoicing the most.

Contras:

Because it occasionally travels very slowly, the software needs a good connection to work. in addition to the restricted number of report options that may have been increased.

Functional but difficult to used and expensive

Comentarios: It's disappointing that the rates have increased 60% over the last two years without being informed.

Puntos a favor:

I like the fact the service fusion integrates well with the mobile app allowing me to make changes on my phone as well and my computer.

Contras:

I find that this software has somewhat difficult to use and does take a bit of effort to figure out how to utilize everything that it has to offer, however I will say that they have wonderful customer service willing to provide you with detailed walkthroughs and answer questions.

Service Fusion after 1year of use

Comentarios: So far the experience has been good , an as d appears to get better daily

Puntos a favor:

The product is good for us because we are a small family owned business that growing in the automation era. Its friendly enough to allow growth and learning. There are still a lot of functions that we are still learning to use daily...

Contras:

Being able to itemize products for the field technicians...

Service Fusion features

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Reliable software that does what they say it will...

Comentarios: I am really happy with Service Fusion. It does what they say it will. It's reliable.

Puntos a favor:

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.

Contras:

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.

Useful Data Points Increase Profits

Comentarios: We wanted an all-in-one cloud-based CRM that would allow our field techs and office staff to effectively capture information, book appointments, review workflows, get driving directions, build invoices, take photos and collect/document payments. Service Fusion has been a lifesaver and changed how efficiently we can do all this, while collecting key data points that can later be used to generate actionable reports.

Puntos a favor:

The ability to generate reports and review metrics in a single click has allowed us insights into the most profitable and least beneficial areas of our business, allowing us to streamline our business model and maximize our bottom line. We have received multiple compliments from customers about the excellent communication from our business (appointment reminders via call or text) and being able to pull up job history on a client is worth its weight in gold.

Contras:

Not having a home button in the app that takes you back to the main screen can result in lost time due to extra clicks. We have found it is sometimes faster to close and reboot the application. Also, when we signed up, we double-checked that we would be able to use a 3rd party credit-card processing vendor and were assured this would always be the case. Now we are being forced to integrate all our payment processing through Service Fusion. If the fees to process payment go up (as all things do) this would certainly frustrate our business and dampen my enthusiasm to recommend SF to other business owners/managers.

Easy to use, and Optimal Customer Service

Comentarios: I just started using Service fusion 8 months ago, at first I was scared I would mess up the whole process of customers and scheduling my technicians. But Service Fusion has proven over and over again their product is easy to use, implement, and there really isn't much that you can't "undo" if you make a mistake. If I can't figure out how to do something all I have to do is contact customer service and they walk me through step by step!

Puntos a favor:

The easy of use for this product is amazing! If I think there might be a better way to do a task, I can always reach out to Customer care and they are fabulous in trouble shooting my ideas.

Contras:

The only drawback is when there are more than on tech on a job, the real time data is not available on the calendar home page.

Managing Member

Comentarios: Up until December 2022 and January 2023 it was a 5 star experience. If you plan to process credit card transactions, there is a possibility that you may be dissatisfied with that part of the platform. We are currently working through a solution or could consider finding another platform.

Puntos a favor:

The program platform is very good to excellent for the HVAC industry, especially when we compared the platform more than 2 years ago to other platforms.

Contras:

At the end of the 2022 fiscal year, Service Fusion changed its gateway process for credit card transactions and we are no longer allowed to use the credit card processing company we had used for several years. The research being asked by what is appears to be a 3rd party vendor is very comprehensive. Because we did not provide information, they held up an $8,000 transaction and shared they would not process payment to us either for 90+ days or until we provide information.

A Mostly Good Program

Comentarios: Mostly, this program is wonderful. The only complaint I have is the interface with our accounting software.

Puntos a favor:

Service Fusion is super easy to implement and use. The features, i.e. Dispatching, going from estimate to work order to invoicing is seamless.

Contras:

We have to use this with Quickbooks Online. Some of the invoices do not go autimatically over to Quickbooks. If there is any "line item - imputed" the invoice will not go to Quickbooks at all. If there is a discount applied, it will not go to Quickbooks. This is honestly the only problem we have had with the program.

Service Fusion is Malleable and can become what you need it to.

Comentarios: Their team in support is always quick to assist, they are helpful and not condescending.

Puntos a favor:

It had features that were editable that other service softwares available did not. My business had so many faces that it did not fit into the shoebox that most other softwares force upon the end user. Plus, Service fusion was not charging per user. We are a small but constantly growing business that works with clients that have a fixed income.

Contras:

The items in the database, the fields are always open, if you make a mistake when in editing something in the database, data can be overwritten easily. Wish they had a way to take deposits and create accounts to apply to future services. Had to use a different software for that.

Dispatch Made Easy

Comentarios: 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!!

Puntos a favor:

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)

Contras:

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.

Another Broken Software With Crappy Back-End Support

Comentarios: Mostly negative. Its been really rough for us trying to build and grow our company using this platform because there have been so many problems with the functionality of key workflows processes. The software is heavily marketed as a POS option for HVAC, Electrical, & Plumbing Companies but based on our experience it not able to handle their processes effectively and there is no fix in sight. It's extremely lacking in several key areas and service fusion management doesn't seem to care at all about the issues we have reported. We would highly recommend you steer clear of this company until they get their act together

Puntos a favor:

It customizable and pretty user-friendly

Contras:

The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done. Customer service reps just say that they will pass the issue onto the developers but then nothing ever happens. V2 just keeps getting promised as the fix-all, but somehow how I doubt it's going to be without major issues itself

One of the best dispatching softwares!

Comentarios: Great all around dispatching/billing software. Intregrates well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing!

Puntos a favor:

Very easy to implement, utiliize, training, etc. I have worked with many dispatching softwares, but this one is everything we needed with a lot of extras - dispatch zone map, heat map, customer email blasts, and the list goes on and on.

Contras:

No ability to make a negative invoice or a credit memo. You can void tickets easily, but some customers must have a hard copy of a credit with a different number than their original and this cannot be done as of yet in the software.

I use Service Fusion to run my cleaning company with 12 employees. Scheduling/client mgmt is a dream

Comentarios: Ease of scheduling, wonderful client management tool, great employee-side app. Helps me: Schedule quickly
Track time in/out

Puntos a favor:

I investigated all the big field service software something (some cleaning industry specific some not), and I tried a number of them but Service Fusion hands down won the race. Client and scheduling management is a dream. The ease and simplicity of creating and managing schedules both recurring clients and single cleanings is so wonderfully well designed. My office manager can manage the schedule of 125+ recurring clients (plus 15-20 one time cleanings each month) for 12 cleaners from the office or home on work laptop. The reporting capabilities and exporting of reports makes payroll easy. Finally, the employee-side app is a fully functional app that shows the schedule, acts as gps, acts as time clock, and tons of details to help them.

Contras:

I hate it when people cop out and say There's nothing I dislike but.....there's ALMOST nothing I dislike:-) 1) I love the grid layout of the schedule page when viewing with a computer, but with mobile phone the view is different. It's fine for our employees, but for me or the office manager it's difficult to view everyone's schedule for the future. 2) I wish they had a referral or affiliate program

There are a few functionality problems, but overall this product is fantastic for office life.

Puntos a favor:

This software has multiple highlights, the organization of the jobs, the visual cleanliness, easy to navigate menus and just an all round good software for small/large/fortune 500 companies.

Contras:

The parts where this software lacks is in the non-admin or front-end abilities. Front-end cant batch delete, or batch enter information. I wish there was like an excel import option to bring lists in. Also, one thing that bugs me is when I set the records count to anything other then the default 10 per page, it resets whenever the page has to reload. Its like there are no cookies for individual use, only the software as a whole. Any settings I had set change back as soon as the page has to reload. Id like to see some minor improvements on the utilities and advanced options for customization for the individual not just the software as a whole.

One of the better players in their field.

Puntos a favor:

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.

Contras:

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.

Promises of features... never came true & customer service down the drain!

Comentarios: Started well but now from scale of 1 to 10 they get ZERO.

Puntos a favor:

Pros would have been the ease of managing customers in the field with management and staff and seeing all customers in an easy map layout! However, many of these features that were Supposed to be launched with their upgrade, was promised to us as early as March to April of 2020 and they NEVER came true!

Contras:

Customer service has become non existent! Calling many times with no one returning calls. Getting hold of people and requesting to speak with supervisors and 2 weeks passes with No call backs! Features for a small field team are not very practical ans user friendly specially in the field. Has lots of bells and whistles that are not rrally used much and many features that were supposed to be launched to make the app more practical, never happened. We did really put lots of effort and tried to use this for on and off over a year, but it has been a total disappointment. Our industry is fire protecrion services. Will Not recommend this.

Great for Scheduling

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

Puntos a favor:

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.

Contras:

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

Field management software

Comentarios: The overall experience is great. I dont have complaints really.

Puntos a favor:

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.

Contras:

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.

Great software with even better support!

Comentarios: Our garage door company was looking to digitize our work orders and streamline the invoicing process from our techs in the field back our our personnel in the office. Service Fusion definitely fits the bill - with tons of features and integration with Quickbooks. We do things differently than most businesses as well, so the level of customization Service Fusion has, has really help us make this a great fit. Some of the features we do not use at this time, but they have given us something to look at for the future in terms of running and tracking marketing campaigns, setting up customer portals, etc. Otherwise, we now run our day-to-day out of this platform and it makes tracking our jobs, billing them, and keeping up with our workers much, much easier, and nothing slips through the cracks. To be honest, the pricing seemed too good to be true compared to their competitors, as well as no additional fee for support - I went into this thinking Tech Support would be lacking - DEFINITELY NOT THE CASE. This is hands down the best support I have received on any purchase I have made. There is no limit to them helping you, and they are super friendly and accommodating. On top of it all, when we asked for things not in the software, they went above and beyond to work with developers to see if it was possible to iterate the software to help us further, and they have been just more than helpful in onboarding and helping us to understand everything about the software. Couldn't be happier!

Puntos a favor:

Customization, easy of use, customer support.

Contras:

I would like to be able to process payments through here without using one of your vendors.

Good Product, Great People, Excellent for your Business!

Comentarios: I have been using this product for close to a year now. Max and Aramis were extremely helpful with our conversion to using this product. The live tutorials, additional references, and tech support made learning the product quick and easy. The tech support with this company is second to none. In my experience they have continually worked to make their product better every chance they get. This is rare and is what prompted me to give them a review. My company is able to use this product for our construction/renovation projects, repair technicians, and the routes we have that are on routine maintenance. Templates, inventory management, and custom fields have made the difference from other software that we originally were considering. Hope to see route optimization in the future.

Puntos a favor:

Ease of scheduling customers. Product pics in the app help our employees find the products they are invoicing quicker. Tech support staff are outstanding and will find an answer if they don't already know it.

Contras:

Wish this software had route optimization since that is what all service based businesses need

Field Service Software

Comentarios: I have been a user and administrator of Service Fusion for the past year. I looked and tried various programs but I found none that could match Service Fusion. It is easy to master, has many valuable features from Scheduling, Fleet Management, to Financial Features. My help was able to learn it without much training.
If I encounter an issue or have questions about how to do something their customer service is outstanding. I use this in the electrical industry and am not certain how I functioned without it. I have an MBA and a BA in Computer Science and know quite a lot about programs. In my opinion, there is not a software product that can rival Service Fusion.

Puntos a favor:

Customer Service, scheduling, fleet management

Contras:

The product list needs to be reorganized where new items can be added on the fly and a better job could be done in the grouping of items into a category.

Clean & organized way to dispatch and schedule appointments!

Comentarios: Very beneficial software for scheduling and dispatching. Have the ability to attach photos and or documents to certain jobs is very helpful. Service Fusion is an easy to navigate software and definitely helps prevent follow ups from falling through the cracks.

Puntos a favor:

The ability to read clearly, and fill in extra notes and details needed for jobs we need to return to. As well as the ability to set reminders of appointments.

Contras:

The fact that when going to a customers main page on Service Fusion it won't show if they have a past due balance. You have to go through a couple tabs to find out if they indeed owe money still.

Handles a lot but too many bugs

Comentarios: This is a complex program. I strongly recommend the training videos. Things do not seem to work as expected. This program is way too much for a one person shop. Be wary of glitches. Estimates and payments are sorted by day - all months and years are mixed together. Deposits get lost in Quickbooks online causing accounting issues that need to be tracked down and fixed. Estimates that are given to customers are not easy to track down - you need to look for them by global search. It is difficult to find estimates except through the estimate dashboard. I never got the parts part to work - it requires entering parts to the program, then to the supplier then... I could not use it. I don't have enough time in the day to do all the entering. Very slow on a network. Use a fast computer. If your internet goes down, you are stuck. You cannot get your data back. You are stuck with it.

Puntos a favor:

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

Contras:

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.