Service Fusion

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

Pluspunten:

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.

Minpunten:

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!)

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Managing Member

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Watch for "Merchant Fees"

Pluspunten:

Thieves. When cancelling, look for "merchant fees" hiding that is actually the company you've already cancelled with still charging your company.

Great for small or start up company

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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