Service Fusion Erfahrungen

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

Vorteile:

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.

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Interested in your money not your loyalty as a customer.

Kommentare: I asked very specific questions during the demo. I knew exactly what I needed and wanted in a software. I was told that their system syncs with chart of accounts in Quickbooks Online. It does not. They will not issue a refund even though I was told that their cost codes would sync with our accounts in Quickbooks. I specifically asked that question because I knew it was a deal breaker for us. I was assured that it synced easily. They do not offer a free trial and do not offer you a refund even when their sales reps lie. They also took several weeks to cancel my account after emailing and calling. I know the price seems good, but you get what you pay for.

Vorteile:

Scheduling and Project management. It had a lot of potential. I would have rated this much higher if the company had honest practices.

Nachteile:

Syncs to only one income account in Quickbooks. If you have more than one income account, your cost codes will not sync over. Although they told me everything syncs over in their sales pitch.

Wow, great product and great support!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Full Enterprise Solution for Field Service Operation

Kommentare: 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.

Vorteile:

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.

Nachteile:

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]

Kommentare: Extremely happy.

Vorteile:

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!

Nachteile:

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.

Don't try this for real estate!

Kommentare: We will never use or recommend this service. If their sales force can not be honest upfront and the administration will not prorate funds to try the service to find out it won't work, you'll just waste time and money on this system.

Vorteile:

The people were friendly, but they will tell you something will work when it won't.

Nachteile:

We signed up because their sales people told us that their system would work for what we needed. After we signed up and paid the money, we worked diligently with the system only to find out that it would NOT work for what we need. They essentially lied in the beginning, and in the end would not prorate any funds paid. It was a big waste of time and money.

software for complete service management.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Much Improved

Kommentare: I've been using this software for years and it has much improved over time. There are several add-on features like call tracking and phone automation that are very useful.

Vorteile:

I like the ability to schedule workers, schedule payment notifications, and do job costing all from the same place.

Nachteile:

It can be a little tricky to navigate and the custom template setup is a bit lacking.

One of the best dispatching softwares!

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Another Broken Software With Crappy Back-End Support

Kommentare: 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

Vorteile:

It customizable and pretty user-friendly

Nachteile:

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

Software does not SYNC to quickbooks, it PUSHES data to quickbooks. No return data.

Kommentare: The sales process was great, no surprise there. Maybe give some of that commission to the devs so you guys can catch up with everyone else.

Vorteile:

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

Nachteile:

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.

Mislead reps, they take your money and run

Kommentare: Horrible customer service!!

Vorteile:

Lots of customization, ease of mobile device.

Nachteile:

Lied to by sales rep, and implementation team about what system can do. Found that no PO's can be generated through mobile device. GPS system is beyond horrible. No tracking, just real time tracking. Most of time it never updates so fleet is always idling instead of driving. No custom forms. Customer service is the worst. No follow up, no corrections, no help getting live but will take your money

Great for small HVAC companies

Kommentare: Overall our experience with Service Fusion has been great. It's a tool that will do well for any small service company. I would love to see Service Fusion step up their partnership with larger organizations like ACCA and do more with their on boarding process. We were left to figuring out how to apply the tool to our own processes and how to get the tool to do things we wanted it to do for us. Service Fusion was there for us when we have questions, but a better on boarding process with a consultant to help us set up would have saved Service Fusion teams from less questions down the road and helped us ensure we're using the tool/setting up our own methods properly in the first place. I would still recommend Service Fusion to any small business like ours.

Vorteile:

It's allowed our small business to get more connected with customers and create a better customer database along with new payment portals not available to us before. We are still learning the tool but we've already saved time regarding payroll and getting critical data in the hands of our Technicians when they are out in the field. Connecting the field to the office support team has been critical in ensuring we're providing our best selves to the end customer. The Service Fusion team has been incredible! They are super supportive and answer any questions we have on any given day within minutes. They have helpful videos and go the extra mile to help in every aspect. Great Team!

Nachteile:

While there are some incredible features that have helped us, there are some limitations and clunkiness that needs to be ironed out. The dispatching views are great but limited to size of screen - having to reduce the overall screen to see our entire team doesn't give us a view of the bigger picture. The phone app doesn't allow this larger picture of schedules when we're out of the office, however the dispatch does connect to Google Calendar to get it but still makes it so we're jumping through multiple clicks to get answers to customers on our availability when we're in the field. Reporting on schedules and tracking schedules is somewhat limited. There is no good way to handle tracking paid time off (which we offer to our employees) so we are left to creating our own work arounds to track this. We run into our teams forgetting to track their time and needing to update their time on the back end - there are ways to get it updated, but it's clunky - multiple clicks through multiple areas isn't always transparent on method. We have clients with multiple properties and while the tool supports this model, we would love for it to track the equipment to each property so we're not having to manually look this information up. For us being in HVAC, we need a way to track the size of the air filter for a few of our customers that own hundreds/thousands of properties. Being able to tie equipment to property would be huge.

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

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

Vorteile:

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.

Nachteile:

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

Beware of this Program!

Kommentare: 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!

Vorteile:

General Interface is quite user friendly.

Nachteile:

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.

Managing Member

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

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

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

Vorteile:

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!

Nachteile:

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

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

Vorteile:

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.

Nachteile:

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

Functional but difficult to used and expensive

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

Vorteile:

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.

Nachteile:

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.

Product is bursting with MAJOR bugs

Kommentare: We spend an incredible amount of time trying to figure out workarounds to bugs in their core modules like scheduling. The product is in desperate need of being rewritten - not patched.

Vorteile:

There are no pros with a product that causes issues daily with running your business.

Nachteile:

If you are thinking about subscribing to this product first ask to see the current bug list vs. the number of enhancements and new product features that have been pushed out (without testing - your company is their testing department). New product is pushed on a regular basis with no notice but major bugs are never addressed. Service Fusion has the customers "vote" on what bugs they would like fixed - can you imagine competing with other customers to have bugs fixed. Who has the time or desire to read through/interpret 1000+ customer reported bugs. Ask how many developers they have working just on bugs vs. those working on new software. This will tell you everything you need to know.

A Mostly Good Program

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

Vorteile:

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

Nachteile:

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.

Great service business software.

Vorteile:

Simple to use. Integrates with Quickbooks online Love the field app functionallity would like a faster response time but overall good. Some offline function would be good too. Processing credit card payments in the field.

Nachteile:

Development is slow to respond & repair issues discovered Quickbooks sync for products and services created issues with inventory quantities when making changes in SF as recommended. Reported issue Oct 2018 Told Novemeber was in the works to be done December now Feb 2019 still no fix or response. No way to follow up on service tickets!

get this product today!!!

Kommentare: Exceptional satisfied with this app, we continue to grow revenues are up years after year and the staff love using this

Vorteile:

ease of use, set up, customer service, productivity, company growth due to the use

Nachteile:

Have not found one yet they just keep getting better and better with each upgrade and improvement

Clean & organized way to dispatch and schedule appointments!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.