Streamline your workflows to maintain more customers and earn repeat business
Complete a 30-Minute Task in 30-Seconds.
With an all-in-one organized platform for managing operations, Service Fusion’s field management software makes day-to-day tasks easier and ensures office staff, technicians, and your customers are all on the same page.
Create multiple customer contacts and service locations, set their communication preferences and billing terms, track referral sources, and store private and public notes, documents, images, and more.
Estimates & Jobs
Create estimates and jobs in seconds with pre-populated product and service line items. Plus, you can prioritize opportunities, schedule on-site visits, assign jobs to sales reps for commission calculation, and more.
Dispatching & Scheduling
View all jobs and estimates to easily shift times and dates and avoid scheduling overlaps. You can also call or text job information to your field workers without switching programs.
Invoicing & Payments
Convert single or multiple jobs to invoices in a single click, and receive check, cash, or credit card payments with a built-in, free payment gateway—no third-party application needed.
Communicate in real-time with your technicians and customers via SMS notifications about scheduled jobs, on-the-way alerts to your customers, and more.
Field Technician Mobile App
Our mobile applications allow field workers to receive and manage jobs on smartphones and tablets, reducing paperwork and increasing your business' efficiency.
Keep your accounting system up to date without having to press a single extra button. In addition, Service Fusion is a QuickBooks Solution Provider that can provide you discounts on QuickBooks and other Intuit products and services.
Bi-directional sync of customers, products, and services.
Automatic synchronization of job deposits, invoices, and payments
Automatic updates pushed to QuickBooks when changes are made in Service Fusion.
Integrates with both QuickBooks Online and Desktop versions.
Whether it's Good/Better/Best, Option 1/2/3, or Repair vs. Replacement, you can now give your customers the options they demand with only a few clicks and keystrokes.
Create up to 5 estimate options within a single estimate
Rename, duplicate and archive options
Convert one or more options into one or more jobs
Create custom, multi-page proposals using our Custom Documents module
Email, print or download estimates with options in a stacked or a side-by-side format
Offer customers to accept estimates online and collect their digital signatures
With eSign by Service Fusion, you have the ability to accelerate agreements, eliminate back-and-forth manual tasks, and increase convenience for your customers and office/field staff.
Send and sign agreements securely in minutes, rather than days
Turn any custom single or multi-page document into an eSign document
Send eSign requests directly from within estimate and job screens
Create custom eSign request email templates
Preview and download eSign documents as PDF
Job Photo Upload
Upload photos right from the job site using your mobile device. Save photos on the corresponding job to relate back to whenever a technician or customer support needs them.
GPS Fleet Tracking
Improve your fleet's driving behaviors, reduce your insurance premium costs, and have 24/7 visibility into where your fleet is at all times without relying on your employee's mobile devices.
Time Tracking & Payroll Reports
Our system monitors daily office activity, staff work hours and your mobile workforce, clocking in and out, and populated time-based payroll reports with regular overtime pay.
Call Tracking & Routing
ServiceCall.ai was built specifically for service contractors and combines the power of VoIP, artificial intelligence and good ol' field service experience. See where your new customer calls are coming from, and route your existing customers to the right teams faster.
Manage your stock inventory using our built-in inventory system. Create multi-item purchase orders, assign them to multiple warehouses and optionally enter serial numbers for those items that need to be tracked.
Credit Card Processing
Process credit cards securely using our fully integrated payment processing platform which includes a free payment gateway and a free data vault for secure storage of credit cards.