Service Fusion is a field service management platform designed to help service businesses streamline scheduling, dispatching, invoicing, and customer management. It provides tools for work order management, GPS tracking, and mobile field operations, allowing companies to improve efficiency and enhance customer service.

What are the main features of Service Fusion?

Job Scheduling and Dispatching

Service Fusion simplifies job scheduling and dispatching, ensuring technicians are assigned efficiently and appointments run smoothly.

• Drag-and-drop scheduling interface for quick job assignments
• Real-time dispatch updates to optimize field team coordination
• Automated job notifications for technicians and customers
• Recurring job scheduling for maintenance and contract services
• GPS tracking integration to monitor technician locations and optimize routes

Work Order and Job Management

The platform provides a centralized work order system, helping businesses track job progress and manage service requests.

• Customizable work order templates for different service types
• Digital job notes and checklists for accurate task completion
• Photo and document uploads for detailed service records
• Real-time job status updates to improve communication between office and field teams
• Customer signature capture for on-site approvals and confirmations

Invoicing and Payment Processing

Service Fusion offers automated invoicing and payment solutions, reducing administrative workload and ensuring fast payment collection.

• One-click invoice generation based on completed jobs
• Online payment processing via credit cards and ACH transfers
• Custom pricing and estimates for different services and clients
• Integration with accounting software like QuickBooks for seamless financial management
• Automated payment reminders to reduce outstanding invoices

Customer Relationship Management (CRM)

The platform includes built-in CRM features, allowing businesses to manage customer interactions and improve service quality.

• Customer database with job history for personalized service
• Automated appointment reminders via email and SMS
• Customizable service agreements and contracts
• Lead tracking and follow-up tools to convert prospects into customers
• Customer self-service portal for appointment scheduling and invoice payments

Mobile App and Field Technician Tools

Service Fusion provides a mobile-friendly solution for technicians to access job details and update work orders on the go.

• Technician mobile app with job details, directions, and customer notes
• Instant work order updates to reduce paperwork and improve efficiency
• Offline mode functionality for areas with limited connectivity
• Digital time tracking for accurate labor cost calculations
• Push notifications for job updates to keep technicians informed

Service Fusion is a comprehensive field service management solution, helping businesses streamline scheduling, dispatching, invoicing, and customer management while enhancing operational efficiency.