Service Fusion - Avis

La possibilité de suivre nos employés du terrain, la planification du calendrier nous permet de mieux gérer les clients en ligne, l'option de facturation nous aident également à facturer nos clients dans les plus bref délai, les différents couleurs dans l'option de comptabilité sont vraiment très utiles pour faire des distinctions. C'est au top Service Fusion! J'adore!

le calendrier de suivi est un peu limité du coup Il n’y a pas de bon moyen de faire le suivi des congés payés aussi je voudrais que l’interface de l’application ait plus de paramètres plus personnalisables.

Tres facile à utiliser simple facilite aussi la gestion

Je ne trouve pas des inconvénients car c est efficace pour vous besoin nécessaires

C’est un outil qui permet le développement des entreprises. Il permet aussi la conversion des taches en facture.

La seule chose est que vous ne pouvez pas connecter avec un appareil mobile. Il y a aussi le problème de gestion des stocks qui se pose.

The communication tools for both the clients and our techs in the field. We're still learning more great features every day and experimenting. Love how they are constantly adding new features and easy explanations of how to use them. When we have questions, and we often do, the support team is amazing!

We're in the process of learning more about the great features of Fusion. There is a lot here that we're not using yet... yet.

I like the ability to schedule workers, schedule payment notifications, and do job costing all from the same place.

It can be a little tricky to navigate and the custom template setup is a bit lacking.

You should write "do" above, not did (past tense like we are leaving you.)
What I like most about SF is it is user friendly.

Like least, that you can't hit the back button and be exactly where you were. Everything resets. When creating a job it defaults to dispatched status instead of scheduled status. We have to change it from dispatched to scheduled. Issues with estimates, have to save as pdf to get it to print on one page. Otherwise, it prints address field separate from the details. Can be slow at times, especially when using search function.

Outstanding customer service. Every time I have had an issue/problem, the support has been exceptional and the problem was resolved.

The accounting side can be a little confusing especially for a novice with that side of the business.

User friendly interface, ability to use on mobile device.

limited customizations on some features. limited ability to create specific reports for example, Can not export statements like on other platforms. Can not take payments for multiples locations at the same time if they are separate accounts.

We are a HVAC company and have been using Service Fusion daily for lead dispatching, quote, job dispatching. It is a solid software.

However, there is on basic functions not working. When filed worker add a new service address to an exiting customer in their mobile app, the address is not searchable anymore. This caused big problem for us, and I have been calling their customer support team many times. Everyone was polite , but my problems not solved. I suggested if they couldn't fix it in there application logic, they can create a simple SQL script to run in the backend database every night, to copy all new address to customer's profile. I couldn't see any reason why this is not doable.

I am writing a review here, hoping some one from higher level of the company can hear their customer's pain and solve the problem for me.

having dispatch screen and calendar view. Seeing each visit and being able to assign multiple techs.

invoicing can be complicated when you change to progress billing.
the app is not the most functional to use.

The product is good for us because we are a small family owned business that growing in the automation era. Its friendly enough to allow growth and learning. There are still a lot of functions that we are still learning to use daily...

Being able to itemize products for the field technicians...

I investigated all the big field service software something (some cleaning industry specific some not), and I tried a number of them but Service Fusion hands down won the race.

Client and scheduling management is a dream. The ease and simplicity of creating and managing schedules both recurring clients and single cleanings is so wonderfully well designed. My office manager can manage the schedule of 125+ recurring clients (plus 15-20 one time cleanings each month) for 12 cleaners from the office or home on work laptop.

The reporting capabilities and exporting of reports makes payroll easy.

Finally, the employee-side app is a fully functional app that shows the schedule, acts as gps, acts as time clock, and tons of details to help them.

I hate it when people cop out and say There's nothing I dislike but.....there's ALMOST nothing I dislike:-)

1) I love the grid layout of the schedule page when viewing with a computer, but with mobile phone the view is different. It's fine for our employees, but for me or the office manager it's difficult to view everyone's schedule for the future.

2) I wish they had a referral or affiliate program

To be honest, Customer service is on point.!!!! I am still discovering features in SF and all agents are very knowledgeable, every question i have they all make sure to guide me on the process, if a ticket is opened for a problem that has to go to the internal team i always get a response back usually within a day or two. ([sensitive content hidden] best of all)

No credit memo feature, not being able to go back the page on everything most times takes me back to main page if it is an invoice or something i am searching for. not been able to void invoices, the service management agreement does not detail anything this feature should be able to tell me the amount of contract when do they expire for the option of possible sales i should be seing the customers that their agreements are about to expire without having to pull a report. I do not like to see open revenue for the jobs that are closed but not billed this should be for open balances that are billed open invoices or pending not closed if a job is closed the balance should not reflect as an open balance on the account.

This software has multiple highlights, the organization of the jobs, the visual cleanliness, easy to navigate menus and just an all round good software for small/large/fortune 500 companies.

The parts where this software lacks is in the non-admin or front-end abilities. Front-end cant batch delete, or batch enter information. I wish there was like an excel import option to bring lists in. Also, one thing that bugs me is when I set the records count to anything other then the default 10 per page, it resets whenever the page has to reload. Its like there are no cookies for individual use, only the software as a whole. Any settings I had set change back as soon as the page has to reload. Id like to see some minor improvements on the utilities and advanced options for customization for the individual not just the software as a whole.

It is easy to use, fairly reliable, and it handles purchase orders, multiple warehouses for inventory, ability to schedule multiple technicians to a job, sub customer. Tech support is easy to get to.

We have some customers that prefer to have invoices faxed to them, and we use myfax for our provider. It appeared that there was a way to integrate with that service, however, when we contacted tech support they informed that it may be available in the future. Not sure why they have a non-functioning feature. The inventory system is at best mediocre. Payments recorded in Quickbooks do not synch back to SF. Tech support, while helpful most of the time are stand-offish when a feature does not work as expected. Overall, they are far better than a few other vendors we have tried, but there are a lot of improvements to be made yet.