Service Fusion Erfahrungen

A Must Have for the Service Industry

Kommentare: Their onboarding support is amazing. The patience they have with questions and providing solutions, their services of importing your current databases and helping you set up ones you don't currently have, and the software's interface with accounting programs can have a company taking their business to the next level very quickly.

Vorteile:

Easy to setup and use, it makes billing and customer service much faster. Inventory tracking and job costing becomes a breeze, and tracking billable hours allows a better understanding of areas that you are lacking in productivity.

Nachteile:

I honestly cannot think of anything, it made such an improvement in our internal infrastructure.

Amazing product!

Vorteile:

Switching to Service Fusion has been the best thing we've done in a while software wise. The ease of use has been invaluable for my technicians. The office side is easy enough, and makes customer service agreement management easier than any other product we've used.

Nachteile:

I would like to see more options available on an estimate, as well as being able to convert more than 1 option into the same job/invoice automatically if chosen. The options themselves need to have an "Option Description" section, so that clients can have detailed notes of what the different options mean.

Service fusion is unethical

Kommentare: I loved it at first, but then the price changes came, the new leadership made terrible changes and now its not worth the price.

Vorteile:

The initial price and some features. But it is all smoke and mirrors

Nachteile:

This software is shiny on the surface, and it works like trash when you really want it. The new company leadership is unethical.

One administrator's persepctive.

Kommentare: It's good. Training on it was almost non existent -- I think many of our first year issues would have been moot had the package we purchased come with hands on training.

Vorteile:

I am not sure. [sensitive content hidden] and project manager use it more and are more highly satisfied. I do like the invoice views available via "accounting'.

Nachteile:

Cannot make customer mailing labels. Recurring reports don't update dates -- so I use "all dates" as a work around but that gives me information I don't always need. Often, when a sync to accounting software goes wrong there is a new reason that I need SF technicians to decipher. I have learned how to fix many issues in this regard but sometimes the issue isn't something I can see.

Does What We Need it to Do

Kommentare: Overall it's great, especially for what we pay. Compared to our old system, SF finally helped us catch up with the times. Support mostly calls back seconds from me submitting a callback request. The onboarding was very strenuous for me, but after expressing we needed more help than initially given, they stepped up and helped us further with the process.

Vorteile:

I like the dispatch page & the affordability of the product to generate quite a good software & customer database. The non per-user fee is what sold us. For what we pay it's a great product.

Nachteile:

There seems to be a lot of little kinks to work out. There are little limitations here and there. We were sold there would be an offline version of the app coming out 4 years ago and have not seen that yet. There are glitches in the system, but nothing so great that it ruins my day or makes me want to unsubscribe.

Easy to set up and use out the box

Kommentare: very user friendly, takes less than 30 minutes to cover what is needed for a new tech or office worker that needs to use the system.

Vorteile:

you can import certain data fields, others are copy and paste unless you are starting from nothing. Help Desk support is fantastic, never had an issue the person on the phone could not answer - Top Notch!

Nachteile:

everything should be able to import when setting up another account or system

SUPPORT WHEN YOU NEED IT

Kommentare: POSITIVE POSITIVE POSITIVE!!! When there is a problem someone gets on it right away.

Vorteile:

EVERYTHING!!! CUSTOMER SINCE OCTOBER 2019! Service Fusion has taken us to a whole new level in managing our team. They give great customer support. They have included us in product development. They are always looking for better ways to improve their product.

Nachteile:

The way the customer list/base is set up.

Domination Review

Vorteile:

having dispatch screen and calendar view. Seeing each visit and being able to assign multiple techs.

Nachteile:

invoicing can be complicated when you change to progress billing. the app is not the most functional to use.

The best decision I ever made!

Kommentare: The absolute best business decision I ever made. Our net profit increased at least 50% with SF. All customers information is always at our fingertips.

Vorteile:

Scheduling, tracking, customer history and getting paid better. Everything is at our fingertips

Nachteile:

The only thing I think could be better is service agreement scheduling and management. I also don’t like the new drop down box for receiving payments. Pictures are too slow to load.

Very easy to use and the support is second to none

Kommentare: Very happy with the product. I think its fairly priced ane once the guys were all trained on it they like the ease of use

Vorteile:

It was a very easy platform to get up and running. The Mobile and cloud function is such a great feature used by our staff

Nachteile:

The employee access set up is a little cumbersome but once you get the feel for it it makes it a little easier to understand the layout.

Great software

Vorteile:

Everything is working great for our needs.

Nachteile:

Initial setup support was a little shady and creating an invoice from a walk-in customer takes a while.

App Buffers

Vorteile:

Keeps track of customers. And easy to send invoices.

Nachteile:

Catalogs Confusing and App Buffers. My guys have a hard time in field because system just buffers. Time is money.

Service Fusion

Kommentare: When contacting support, they reply back with information that is in their knowledge base. It is not helpful. I have waited days and no one calls you. They are not very customer friendly.

Vorteile:

Creating jobs and estimates is very easy.

Nachteile:

Does not track maintenance agreements. You can enter the agreement into the customers account, however it will not keep track of visits that were used or need to be completed.

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.

Easy to use CRM

Kommentare: Can't function without it. Our business is dependant on this CRM.

Vorteile:

Very easy to navigate the dashboard and access our customer data base

Nachteile:

Very difficult to pull specific sales reports

Keeps my business organized and running efficiently

Vorteile:

We love that Service Fusion is easy for our technicians to use while in the field, giving us all of the necessary information that we need in house to submit estimates. The ease of use for our admin team is fantastic, as well. The invoicing looks great and is simple to navigate through. It ensures that we look as professional as we wish, to our customers.

Nachteile:

Not being able to see the customer file while taking a payment. Most customers simply say "it's the same address" and it would be nice for the payment screen to be a pop-up outside of the actual file.

Field Service Management

Vorteile:

When I first found Service Fusion, it had everything I was looking for in a field service management software. It allows me to manage work orders and keep track of our day-to-day schedule of jobs. Inventory management was a huge plus now that I can manage inventory across all our vehicles. Simplicity is what I was looking for and that is what I found in this software.

Nachteile:

My only complaint with Service Fusion is the reporting. Although you can customize your report with the information you may need, I don't find that it is easy to do and I cam not able to format the report to my liking. Customized reports with only the information I want would be great. Looking forward to more improvements on this side.

UHS review

Kommentare: I love it the way it does everything I need it to do

Vorteile:

I don’t have to pay for each employee subscription

Nachteile:

So far I don’t have any con it does everything I need it to do

Good App to use for Service Techs

Kommentare: It has been good. Anytime I call everyone has been very helpful.

Vorteile:

We can communicate with our techs that are in the field.

Nachteile:

It does not work well with quickbooks. Some of the invoicing needs to be different.

Initial Start-up with Service Fusion

Kommentare: Very accommodating staff who work hard to adapt your business to their software ensuring your operational success

Vorteile:

Low barrier of entry, strong customer support

Nachteile:

Would like to have a more robust Project Management Module

Very bad software company

Kommentare: my overall experience is poor. The system crashes weekly for hours. Support is slow. Problem solutions are non-existent. The maintenance agreement module is the worst attempt I've seen and completely useless. The limitations on importing information is horrible and their support staff takes over a week to update a live inventory count. In that time, you have to manually track ALL of your inventory moves and manually update it. The job labor section has no ability to charge sales tax. If you have a large inventory the sales tax on products will not function. They have NO offline functionality on the mobile app.

Vorteile:

The custom documents and online customer portal brought me in. Some of the feature's work but we have had to develop more manual processes and "work arounds" The bones of this software is great. Its sad the company doesn't develop it better.

Nachteile:

What they profess to sell you is inaccurate and onboarding personnel did a very poor job. They were very ill'-informed in their own product. I don't get the impression the owners are in touch with their customer's needs. Or maybe they just don't care.

concho valley door

Kommentare: it is ok, but honestly, we have found numerous things that take way to long to do and there is too many clicks to get things done. Not a time saver compared to our old software.

Vorteile:

easy to schedule and reschedule customers

Nachteile:

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

Useful Data Points Increase Profits

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Kommentare: 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!

Vorteile:

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.

Nachteile:

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.

Service Fusion puts your scheduling in the palm of your hand

Kommentare: Our business has grew with the help of Service Fusion as everything is at our fingertips and we can use it for scheduling time off, payments, jobs and whatever else we want to list.

Vorteile:

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

Nachteile:

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.