Service Fusion

New, but VERY impressed with features for the money, and MOSTLY SUPPORT!

Comments: Again, I'm new and just started managing people in it.. but my overall feeling is I can certainly run my business on it. I'm sure some things will annoy us and we'll wish it could do this or that, but it's very flexible to a variety of service/ field businesses. We're excited about choosing it and incorporating our processes around it.

Pros:

I reviewed and tested over 15 softwares to help us run our property services company, and Service Fusion was the clear winner. Although lacking in some things I would like to see, it has more in one package at a reasonable price than all the others. I'm also excited about their new version coming out. Main reason for this review though is RAVE about the support I received from CSR; I believe a manager in support I was lucky enough to get on the phone when I called in. Before I spoke to CSR, I was still very lost on how to BEST apply the software to our business needs, and this was after 2 implementation meetings with my onboarding specialist. Long story, short, I spoke to CSR for 4 fast hours as he let me talk outloud and verbalize the multiple "if this then that" scenarios I would wrestle with to make sure I was using SF in the most efficient way possible. Then, after listening intently, and putting himself in my shoes, he would work with me to find the answer. To add to the best software service I have had in years, at the end of the call, he asked me to hold as we were wrapping up 2 last points so he could say goodbye to his team as they were leaving for the day. Then, CSR spoke to me for another 30 to 45 minutes AFTER he was done for the day. Before my call with CSR, I felt like I was a 2 out of 10 on the program. After my call, I felt like I was a 8/9 out of 10. THAT is the type of support that will help us succeed with SF!

Cons:

New so still finding things out, but 1 thing is there seem to be some fields that aren't that functional; more placeholders. If they were functional based on the data they contain, it would be amazing! For example, you can put how many manhours per unit of measure a service costs. However, when you ad a quantity, it doesn't calculate the manhours; it's more of just a placeholder?! Reporting could be a little more custom too. I'm hopeful some of these things are going to be addressed in V2 sometime this year, but even if they aren't, this is still a LOT of engine and features for the money.

Amazing product!

Pros:

Switching to Service Fusion has been the best thing we've done in a while software wise. The ease of use has been invaluable for my technicians. The office side is easy enough, and makes customer service agreement management easier than any other product we've used.

Cons:

I would like to see more options available on an estimate, as well as being able to convert more than 1 option into the same job/invoice automatically if chosen. The options themselves need to have an "Option Description" section, so that clients can have detailed notes of what the different options mean.

Worst HVAC software of all time

Pros:

Nothing. They lie and steal with abandon. Anything to get you to sign. The answers to all of your questions will be “yes” without any regard to whether or not it can actually be done. Highway robbery.

Cons:

I’ve been in the HVAC industry as an owner and consultant for 20+ years. Ive had significant exposure to just about every platform out there. Service Fusion is the WORST and MOST DISHONEST I have ever dealt with. Not by a little, by a landslide. They lied about possible integrations, what the software could do, and many other things. We had to hire 3rd party developers to try to make it work, and it was not possible. The loss on our business is immeasurable as we had to go back to what we originally had after tens of thousands of dollars in spend based on the jerk salesman’s empty promises and lies. Of course, he’s “no longer with the company” when I complained, and I’m having to work overtime just to get the account shut off let along my refund. This company is the WORST. Run away, don’t walk.

ONE YEAR REVIEW

Comments: IT HAS BEEN SO SO TO THIS POINT, TIME WILL TELL

Pros:

WE WENT FROM PEN AND PAPER AND USING AN OUTDATED SOFTWARE SO MOST THINGS ARE BETTER

Cons:

WHEN BUGS ARE FOUND IT TAKES A LONG TIME TO HAVE THEM CORRECTED. FEATURES BEING ADDED ARE VERY LIMITED, IT ALSO APPEARS THAT THE DEVELOPERS DO NOT TAKE THE RECOMENDATIONS OF WHAT IS SUGGESTED

Best Software for running a service-business available. (I would know, I've looked at all of them!)

Comments: 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.

Pros:

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.

Cons:

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.