Service FusionProduct Overview
Service Fusion product overview
Service Fusion is an all-in-one field service management solution that provides small-to-midsize service contractors with the tools necessary to maximize their business potential. The software allows organizations to operate their business from anywhere with enterprise-level features. It enables service teams to create estimates and jobs, schedule and dispatch, and design invoices.
Service Fusion currently services companies across a variety of field service industries, including HVAC, plumbing, electrical, appliance repair, IT services, A/V, and smart home automation. It empowers small to mid-sized field service businesses to be more competitive with better customer, estimate, and job management tools. It delivers automated voice and text notifications, streamlined scheduling, billing, and mobile field worker and customer apps.
The platform lets field service companies impress customers, reduce employee headaches, and get paid faster without breaking the bank.
Pros of Service Fusion
- Businesses can consolidate multiple systems into one platform that decreases operational costs and wins repeat business.
- Companies can improve existing operations with smart automation, like reminding customers of upcoming appointments and payment due dates while removing redundant tasks. Service Fusion gives visibility into schedules, upcoming jobs, invoices, and payments.
Cons of Service Fusion
- According to users, the software’s inventory management and reporting features need improvement.
Breakdown of core features
With the software, service teams can create multiple customer contacts and service locations and set their communication preferences and billing terms. The Service Fusion customer management feature tracks referral sources and stores private and public notes, documents, and images.
Users can create and send estimates in seconds with pre-populated product and service line items and convert estimates to jobs with one click. Additionally, field service managers can prioritize opportunities, schedule on-site visits, and assign jobs to sales reps for commission calculation.
Scheduling and dispatching
Service Fusion allows users to view all jobs and estimates to shift times and dates with a drag-and-drop dispatch grid. Managers can send job information to field workers through a call or text without switching programs, all from the field service dispatch system.
Progressive and recurring invoicing
The progressive invoicing feature gives users the ability to split payments for individual line items or the entire job into multiple invoices. Users can automate recurring invoices to save the business the time and effort of repeat entry.
(Last updated on 06/02/2022 by Liz Laurente-Ticong)