Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
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.
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
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.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
Integrate well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing.
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
The reporting is very limited and you can't get all of your data out of the system. Some of the reports are currently providing bad data and cannot be used
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
It's a great tool, very intuitive with significant flexibility. It has the potential to be great if the company would invest in the infrastructure flaws that make the software continue to go down/fail.
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
The customer service is just terrible. The software goes down for hours and hours leaving you in a lurch. They have no after hours support.
Software Advice
The only redeeming side to this software is it works in conjunction with Quickbooks for payroll and billing. (At least at first) Customer service was always readily available even if they had no clue what was needed to solve an issue.
G2
The ability to track each leg of a job to completion, including the ability to communicate with the customer. Would like to be able to delete fields that we don't use like you can in other CRM systems.
G2
Do not work most of the time and in extremely busy times it fails us a lot.
G2
Sometimes we have a distributor, customer, and parent account, it's challenging to capture all this information, and we tend to use a location nickname to add the information needed. It would be nice if there were another field or if we had the capability to rename a field that we do.
G2
