With an all-in-one organized platform for managing operations, Service Fusion’s field management software makes day-to-day tasks easier and ensures 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.
Create and send estimates in seconds with pre-populated product and service line items. Convert estimates to jobs with one click. Plus, you can prioritize opportunities, schedule on-site visits, assign jobs to sales reps for commission calculation, and more.
View all jobs and estimates to easily shift times and dates with a drag-and-drop dispatch grid. Send job information to your field workers through a call or text without ever switching programs.
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 need for an in-person visit.
Communicate in real-time with your technicians and customers via SMS notifications about scheduled jobs, on-the-way alerts to your customers, and more.
Our mobile applications allow field workers to receive and manage jobs on smartphones and tablets right in the field. Reduce paperwork and the need for office visits.
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.
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.
With eSign documents, you have the ability to accelerate agreements, eliminate back and forth manual tasks, and increase convenience and safety for your customers and teams.
