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.

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

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Not reliable Servers are constantly down , very overpriced for the reliability

Comentarios: The problem is reliability of their servers. At least several times a week they go down anywhere from 10 minutes to 2 hours to fix. You try running a service company when your techs cant go to the next job because the server is down. I am assured once a week that there server issues are resolved and they are not. I have been using this software for over 2 years, 6 month ago they did something because they are no longer reliable. I am paying top $ for the software . Kickserve was much more reliable and much less expensive.

Puntos a favor:

As a dispatch software it does a good job

Contras:

When it is working it is good , the problem in the last 6 months the server constantly goes down crippling my business

Wow, great product and great support!

Comentarios: 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.

Puntos a favor:

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.

Contras:

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.

Good software, Terrible customer support (software goes down regularly)

Comentarios: It's sad because it was a well designed piece of software and something must have happened (most likely a sale) where the software is no longer supported and virtually no enhances are being made. But most worrisome is that it crashes regularly. They also invest zero resources into customer support. ServiceFusion, right the ship before it's too late!

Puntos a favor:

It's a great tool, very intuitive with significant flexibility. It has the potential to be great if the company would invest in the infrastructure flaws that make the software continue to go down/fail. Customer service is basically non-existent. They have absolutely no interest/motivation to speak to someone and individually address your needs - even if you offer to pay for it! Very poorly run company in that respect.

Contras:

The customer service is just terrible. The software goes down for hours and hours leaving you in a lurch. They have no after hours support. It's not uncommon for the software to go down at 6pm and then will stay down until someone gets into the office at 8am. What happens to those of us that work in the evenings? This is highly disruptive to the businesses using the tool. There is a strong indication the company is not vested in the long run.

Full Enterprise Solution for Field Service Operation

Comentarios: 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.

Puntos a favor:

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.

Contras:

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]

Comentarios: Extremely happy.

Puntos a favor:

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!

Contras:

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.

Beware of the payment processor

Comentarios: System is great. Payment processor is terrible and unresponsive.

Puntos a favor:

Scheduling / dispatching / ease of use and tracking all service work

Contras:

Payment processor support is terrible and unresponsive. Said they had to check our account for 'fraud' and have been holding all of our payments for over two weeks with no response as to why or what the timeline will be.

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.

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...

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

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

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.

This software is not ready for work.

Comentarios: First I would begin saying that this software looks great on the demo presentation. But after you start working with it, you dive into a huge pile of issues. We have used this software for several months and the only thing that I can say is "waste of money" besides the monthly payments we have invested hundreds of hours in importing our company's data into the software and setting up the work structure. All along it was a bumpy ride. We started noticing "issues" that were critical for any company's workflow, but when spoke to their tech support, all those "issues" became "features". The tech support people said to me that they are coming out with a new system that had been completely rebuilt from the ground up. When asked when will this system become available, nobody knew. The fact of the matter is that if the software was good, why would they need to redesign it entirely? They know that the system is problematic, but refuse to admit that in public. If you are ready to spend alot of money and time, this could be a great adventure, but if you are looking for a real working field service management software for your business, look elsewhere. Good luck.

Puntos a favor:

It looks like a perfect fit for our business model. We liked the option that the technician on the field can capture pre and post work signatures.

Contras:

The technician mobile app does not have any way to work offline. The app is full of bugs and not functunal at all on the field. The online system is very cluttered to work with.

Amazing Software With a Huge Problem

Comentarios: This system has saved my company so much time and money in the 6 months we’ve had it. Can’t express how happy we are with 90% of its functionality. That being said, the inventory system is to be blunt... stupid. It is borderline useless. The biggest issue I have with it is that the system only goes off of an inventory order. Meaning once that order is made, the product is placed directly in inventory. That’s fine except when the products from that order have now been used and that order is now meaningless. Which wouldn’t be an issue if the system didn’t oversell a product when in fact there is 0 in stock. Example I currently have -2 water valves on my truck. That’s nonsense. There needs to be a way to manually input a quantity and location. Even the most basic of inventory systems have this function. Another huge issue is that a product is forever locked to a warehouse. You cannot delete a product from a warehouse but only add the product to another warehouse. If I’m relocating inventory to a different warehouse that means I’m MOVING it. Not wanting to use that old warehouse anymore. And another huge issue is in the worker app. If I need a part that we have in stock, I HAVE to use the one in stock. But what if that part happens to be on another techs truck? Too bad I have to use that exact one. I can’t tell it to ignore that and place an order for another one for my truck. So I’ve now messed with another techs inventory and he doesn’t even know. Please fix this broken system.

Puntos a favor:

Best scheduling and dispatching out there. Easy to customize Support has been amazing Great user interface

Contras:

Inventory management needs a major overhaul.

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.

Great for small or start up company

Comentarios: Service Fusion great for small start up company. Price cant be beat. Did experience issues with system on several occasions and that is hard when we are east coast and tech support is 2 hours behind. That leaves us unproductive. Preventive maintenances not easily tracked.

Puntos a favor:

Loved that we were able to create job statuses and color code them - making it easier to determine tech returns or parts needed when looking at Dispatch Board. Liked equipment tracking but wish could have attached picture of equipment

Contras:

Mobile App needs improvements. Technicians unable to search for job by job #. They had to go to customer and scroll until they located job #.

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.

Cloud based solution for work orders and maintenance

Comentarios: It allows us to keep track of hundreds of service calls a day and allows our technicians to keep track of their times and call history.

Puntos a favor:

The Service Fusion support team is very responsive and fairly quick to remedy problems and add new features. The app allows us to send jobs and work order requests to technicians in the field. The app also allows technicians and office staff to update notes and information in real-time. It offers everything needed to maintain a small to medium sized service company.

Contras:

Updates to the platform are often rolled out with little to no warning. The platform is very stable, however, when it does go down, you are basically dead in the water until it's back up and running. They have back up servers for down time, but they operate at a much slower speed, impacting production during those rare instances.

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.

Very good value

Comentarios: Highly positive so far

Puntos a favor:

Service Fusion has enabled to us to consolidate or integrate nearly all platforms previously used and we appreciate the ongoing efforts to improve functionality

Contras:

We would like to see improvements made to inventory management. We like what's been built so far, but some type of reporting or dashboard that would provide a min/max report would be a life changer!

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

Best One Out There

Comentarios: We have tried over 20 different CRM, and Field Service programs over the past year with various success. Service Fusion is by far the best product we have tried. We almost instantly fell in love with it. The admin staff boasts about how easy it is to use. The automated text message to clients indicating that you are on the way is brilliant. Our invoicing process is seamless now with the automated functions, and it syncs well with Quickbooks (a must for us). The product is outstanding, but so is the customer service. A couple of areas that need improvement are:
- integration with google calendar
- options to push forms into clients file from other apps on android (maybe there is?)
- better CRM and Sales related functionality (I hear Q1 2017)
- easier set-up of zones for booking in specific areas
- in app distance measure for new client address from already scheduled jobs, or some sort of intuitive date selection (I know I'm asking a lot) Overall, you won't find a better scheduling, and field service app out there. I have tried so many and have often been left very disappointed. The price point is really good, the product works really well creating a better experience for our Customers.

Puntos a favor:

Ease of use, price point, automated text to customer updates, excellent quickbooks sync, invoicing, billing options, layout, customer service,

Contras:

Lacks google products integration, Limited Sales Pipeline, CRM Functionality,

We started using Service Fusion 6 months ago and we love it.

Comentarios: We speed up the job and coustomer management.

Puntos a favor:

what we like the most is how fast their customer service is to respond to our questions, also they paid attention to our suggestions. They keep adding and improving features to the system. Job management is great. Very good functionality for Scheduling and Dispatching. And invoicing is good too.

Contras:

The things that we would prefer that they improve we already discussed with them. They fixed two big things for us, one was the way that the pictures of the first job repeat every recurring job and the other one was on the billing before the job was close. The only thing that we still want and probably they will work on that too is the ability to add the balance of previous invoices to the new invoice.

Service Fusion puts your scheduling in the palm of your hand

Comentarios: 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.

Puntos a favor:

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

Contras:

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.