Service Fusion

Seamless integration with QuickBooks Online and Desktop for accounting and financial management.

Generate reports on jobs, revenue, customer activity, and business performance. Includes advanced reporting and analytics.

Auto-generate invoices from completed jobs with materials used, labor costs, taxes, and discounts. Capture payments online or on site. Track payments, due dates, and unpaid invoices from one dashboard.

Set up recurring invoices and progressive billing for ongoing services.

Single source of truth for contact details, service history, estimates, contracts, communication, and customer notes. Access anywhere via mobile app with reminders for appointments, emails, SMS, and follow-ups.

Built-in communication tools for calling and texting customers and team members.

Send SMS alerts and notifications to customers and team members.

Allow customers to access their information and job status through a dedicated web portal.

Create and customize documents for your service business.

Capture signatures electronically for invoices, contracts, and other documents.

Capture and upload photos from job sites directly through the mobile app.

Track and analyze costs associated with individual jobs.

Track trips, total distance driven, idle time, GPS location on map view, and driving behaviors.

Track service vehicles in real time. Monitor location, distance driven, idle time, engine status, and fuel level. Track driver behaviors including sudden braking and rapid acceleration.

API access for custom integrations and third-party applications.

Track and manage inventory of parts and materials used in jobs.

Let drivers view schedules, access service requests, accept or reject jobs, view customer information, create and close work orders, generate invoices, and accept payments via mobile app. Includes push notifications for updates.

FusionPay powered by PaySimple for simplified payments on the web and in the field with Stripe mobile card reader.

Manage projects and tasks across your service business.

Generate estimates that automatically populate with service rates, tax calculations, and customer info. Includes pre-built and custom templates. Technicians can create estimates in the field via mobile app and instantly convert into active work orders.

Provide multiple estimate variations or pricing options to customers.

Automatically plan routes optimized for speed, fuel costs, vehicle capacity, driver schedules, traffic conditions, weather, and customer preferences. Adjust routes in real time while drivers are in the field.

AI-powered VoIP and call tracking solution built specifically for service contractors.