Service Fusion

Pros: Cost for what product offers vs competitors products Improvements to mobile app and features added to enhance app

Cons: Not spending enough effort on the core portions of product, appear to try to add more value added items which don't improve base product

Pros: I like a lot of the customization, they have a lot in their system for the price you pay. The dispatch grid is nice to see everything and being able to customize what things it shows is great.

Cons: When we have a problem with any of the features we call tech support. They have taken up to a year and a half to fix an issue on their end. It seems that every time I call with an issue we are the only ones and they have never heard of the issue with their own program.

Pros: Scheduling software, the ability to see where every job is located, the job numbers representing age, the ease of making a new job for a repeat customer, the new and improved global search, and at last being able to text pictures.

Cons: Inventory control, I come from an outdoor power equipment repair business, and we have over 10.000 parts and many of those parts have 3 locations each. We have had to make our own system within service fusion to make it work for us. What I would really like in an ideal world is to be able to see every movement of parts moving from one warehouse to another, along parts sales in a day, week, month at the micro level, where looking at an individual part I could dive down and see my sales history and know when I could increase product on hand or be able to see trends on the parts popularity. I wish Service Fusion had an easy-to-use point of sale system and an easier return merchandise system. If the point of sale has aged over 2 weeks it is very difficult to refund someone's money.

Pros: It's a much better value than Autotask. Not only does it cost much less monthly, it's a better product. With Autotask we had to create a system of Google Drive folders to hold deliverables, a feature which is built in to SF. We also had to pay a 3rd party monthly to parse email messages to create tickets in Autotask. We love the ability to add fields to our jobs as our needs change.

Cons: There are some issues with Quickbooks integration assigning jobs to the wrong child company even though we've made the child inactive in Quickbooks.

Pros: It is a very robust platform that helps us to organize our jobs and techs. We also do all of our invoices via SF.

Cons: there is no way to bulk change site visit status. If I assign 5-10 techs to a job I need to individually change the job status for each tech which is time consuming.

Pros: Customer reoccurring Billing and remote access. Auto emailing invoices to the customer on their due date.

Cons: Slow speeds, lack of note control in the schedule. Inventory abilities. App does not always update when on the way or complete

Pros: Tracking all our notes and equipment in one place accessible to all staff. Ability to use a phone app to enter customer and job data.

Cons: The App does not work if there is no signal. We have a lot of areas that do not have a good signal. Also the lack of any type of document/form creation, ie: Safety Forms, Maintenance forms, OSHA - similar to Site Docs.

Pros: Service Fusion understands the importance of workflow, working as expected, and taking responsibility when things are not perfectly smooth

Cons: Slow sometimes, and some minor upgrades can help, some suggestions they said to improve but still waiting

Pros: Integration of dispatch and the call center. The call source phone #s. Text and email reminders, custom forms.

Cons: Slow global search. The dashboard is not cusomizable with technician info. The dashboard does not let you see the backend info with a click. The new mobile app cuts off the the descriptions of the service when using a small screen (phone). No off line feature for mobile app. Custom forms need to be more customizable.

Pros: Customer support is quick and helpful. The amount of users (unlimited) for the cost, is the best value for money in comparison with similar software. It has enough to manage a real time schedule, allows for easy employee management, even has a drive for data management as a standard feature .

Cons: the customizable document feature is lacking. you are not able to build your own documents within the software how we would like.

Pros: Service Fusion is better than having nothing, and better than our previous service management program. The most recent search update and notifications are a huge improvement! Hoping Service Fusion keeps its promise to keep updating their system. Scheduling is easy!

Cons: Service Fusion's reporting is useless, as it's impossible to run a valid report on all active service/maintenance plans. You can't run job reports, for example, to be able to determine how long it takes us to complete a job. The Sales Tax is an absolute nightmare. The ITEMS should be either taxable or non taxable, but the way it is now, if you add a new product or service to your company, you must go through all of your taxing jurisdictions, in our case over 102 and add the new product/service to each taxing jurisdiction itself. Syncing to QB commonly causes issues on our financials, as the sales tax is always .01 over or under. There should be a section for "office notes" that the guys in the field do not see for billing/scheduling/back office info.

Pros: The all around features. It's a one stop for everything. I have my phones scheduling invoices all in one place.

Cons: Our recommendation don't really get implemented. I have suggested changes on the idea portal multiple times.

Pros: Ease of use and intuitive layout. Everything you need for a CRM is easily accessible via the app or the online dashboard. Super easy to learn and definitely the best value for your money. We tested over 12 other software options for our Commercial HVAC company and always came back to Service Fusion as the best option for data management, security, and the easy scheduling.

Cons: The app was a little sluggish at time and did not have an offline mode but there is now a new app, as of the other day. Looking forward to all of those improvements. My only complaint is not at the fault of Service Fusion. Its Quickbooks. It would be nice if they offered other accounting software options.

Pros: Customer support is great, friendly, and are extremely helpful. The app is user friendly for employees.

Cons: The jobs that are in unscheduled, the dropdown, should be able to make larger so we can see more jobs that need to be scheduled.

Pros: Not much, unfortunately. I guess it’d be the estimate conversion process but even that isn’t always clean. Why only 5 options?

Cons: A lot. Lack of reporting, lack of customizable dashboards, no native CRM integration, overall UI, feels like Windows 98.

Pros: What I liked most about Service Fusion was how easy the implementation process was. Getting started was simple, and their support team has been excellent whenever I’ve needed help. The software offers many useful features that help keep my business organized and running smoothly, from scheduling to customer management. Overall, it has been a valuable tool for my business.

Cons: The main area where I think Service Fusion could improve is time tracking. The current system feels very basic and lacks some of the more advanced features that businesses may need for tracking employee time and productivity.

Pros: Ease of use, perfect for streamlining invoicing and processes, service fusion training modules are great to use, easy to use payroll time clocks.

Cons: I would like to see an inventory section added where we can conduct physical inventories. system's speed is lagging sometimes.

Pros: THEY HAVE ALWAYS HELPED ME WHEN WE HAVE A PROBLEM. THEY HAVE SPENT TIME MAKING SURE THAT I WAS GOOD WITH EVERYTHING.

Cons: SOMETIMES THE UPDATES CAN TAKE TIME TO ADJUST. IT TURNS SOME THINGS AROUND MAKING IT HARD TO GET USE TO IT.

Pros: Easy to navigate around, very user friendly. Very easy to create jobs. Very easy to create an estimate as well as converting an estimate into a job

Cons: Some of the functions should be able to work better, especially when editing. You should be able to remove a product when you are receiving your inventory and not have to go back out go into details and remove the product then have to go back and receive the products.

Pros: The price is fantastic. But you get what you pay for. Fairly simple to use, but not too many features to use anyway.

Cons: Customer service is virtually nonexistent. They "throttle" our speed back to the point that every action within the system takes 30+ seconds. "Task" items mysteriously delete themselves from the schedule. But the real issue is our data. We have been attempting to get a back-up of our data for security purposes since October 2025. It is now March 2026 and we still have not received a complete copy of our back-up data.

Pros: i like the schedule, its friendly usage and the billing is good, payments and invoice is good , communication ifs good

Cons: not able to txt blast everyone at once, also free map routes for jobs, then also a automatic email for payments coming up

Pros: Easy scheduling. User friendly. Navigating is easy. I like the formats and how it looks. Setting up prompts.

Cons: Multiple visits.. doesnt allow to skip over the weekend. Having to make multiple site visits. Timesheets could use some work

Pros: Service fusion is a very user friendly system. Easy to learn and navigate without any training. Perfect for what we need to do in my business.

Cons: Occasional issues with the system being down throughout 2025. I wish there were more priority color options for statuses. Right now there's only High and Low priority. It would be nice if I could make custom priorities with custom names and colors to distribute tasks amongst my team.