# Service Fusion Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Service Fusion the right HVAC solution for you? Explore 308 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/135788/Service-Fusion/reviews

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Service Fusion

4.3 (308)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 14th, 2026

# Reviews of Service Fusion

Ease of use

4.3

Customer Service

4.3

## Pros and Cons in Reviews

Streamlined daily operations

98% positive reviews out of 42

Most reviewers describe ease of use as a major benefit, highlighting simple setup, intuitive navigation, and quick learning for daily tasks.

Melissa J

Business Manager, 11 - 50 employees.

"The Jobs Dashboard and Estimates Dashboard make it so easy to find the information we are looking for."

Frequent glitches and downtime

72% negative reviews out of 50

Most users report bugs and issues disrupt workflow, citing recurring glitches, slow fixes, outages, and system instability impacting productivity.

Chris A

Territory Manager, 2 - 10 employees.

"Moving to new pages and functions having it go off needs to stop!"

Extensive feature set for workflows

86% positive reviews out of 37

Most reviewers comment features cover diverse needs, streamline processes, and receive frequent updates that enhance operational efficiency.

Samuel A

Software, 2 - 10 employees.

"Highly intuitive software equipped with features designed to automate and streamline operations, delivering a user-friendly experience."

Comprehensive employee coordination tools

91% positive reviews out of 33

Most reviewers indicate staff management is efficient, with features supporting role assignment, communication, and seamless onboarding for office and field teams.

Kevin L

Operations Manager, 11 - 50 employees.

"very user friendly, takes less than 30 minutes to cover what is needed for a new tech or office worker that needs to use the system."

## Showing most helpful reviews

Showing 1-25 of 308 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Brandon V.  
Franchise Community Manager  
  
Used the software for: 1-2 years

### "If you have a sales team that is mobile and on the road this is an incredible platform."

April 1, 2018

5.0

Pros

It's very intuitive and has more tools and most businesses will need. It's very easy for salespeople to use and if they are not able to use it that's a good sign that you should be looking for a replacement.

Cons

There are a lot of options that can get a little bit overwhelming. The learning curve is a little high but that's due to the fact that there are so many tools available.

Review Source

RB

Rick B.  
Founder  
Telecommunications  
Used the software for: 2+ years

### "Easy to Use & Adaptable"

April 15, 2026

4.0

Still a little rough around the edges but an incredible value for our company. has helped our company become more efficient.

Pros

It's a much better value than Autotask. Not only does it cost much less monthly, it's a better product. With Autotask we had to create a system of Google Drive folders to hold deliverables, a feature which is built in to SF. We also had to pay a 3rd party monthly to parse email messages to create tickets in Autotask. We love the ability to add fields to our jobs as our needs change.

Cons

There are some issues with Quickbooks integration assigning jobs to the wrong child company even though we've made the child inactive in Quickbooks.

Switched from

[Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/)

Less expensive and more features that we need.

Review Source

PW

Phil W.  
Admin  
Consumer Services  
Used the software for: 2+ years

### "Overview of product"

April 16, 2026

3.0

You are trying to be more responsive to issues, current & improving responsiveness.Tech support is improving in responsiveness

Pros

Cost for what product offers vs competitors products Improvements to mobile app and features added to enhance app

Cons

Not spending enough effort on the core portions of product, appear to try to add more value added items which don't improve base product

Review Source

MP

Michael P.  
Customer Service Manager  
Utilities  
Used the software for: 2+ years

### "Expert Repair review"

January 15, 2026

4.0

Overall I like and would recommend it to other businesses. If service didn't go down a few times last year I would've given a 5 star review.

Pros

is a very user friendly system. Easy to learn and navigate without any training. Perfect for what we need to do in my business.

Cons

Occasional issues with the system being down throughout 2025. I wish there were more priority color options for statuses. Right now there's only High and Low priority. It would be nice if I could make custom priorities with custom names and colors to distribute tasks amongst my team.

Switched from

[WinTask](https://www.capterra.com/p/115350/WinTask/)

Wintask was not as user friendly system and it took much longer to do simple tasks.

Review Source

HW

Henry W.  
Owner  
Consumer Services  
Used the software for: 2+ years

### "Overall Feedback "

April 15, 2026

5.0

The software is super user friendly. It is quiet expensive and it would be nice if smaller company could have a cheaper option.

Pros

The all around features. It's a one stop for everything. I have my phones scheduling invoices all in one place.

Cons

Our recommendation don't really get implemented. I have suggested changes on the idea portal multiple times.

Switched from

[Tradify](https://www.capterra.com/p/152413/Tradify/)

The billing specifically taxes were difficult on the other software

Review Source

AC

Andrew C.  
Owner  
Machinery  
Used the software for: 2+ years

### "Happy with Service Fusion"

April 15, 2026

4.0

Overall, we have been happy with , I've looked at many competitors when we have gotten frustrated and found the services and features for my business needs cannot be met with any other software. Would I like it to be better? Sure, there's plenty to improve upon, however I know one software system will never meet all your expectations.

Pros

Scheduling software, the ability to see where every job is located, the job numbers representing age, the ease of making a new job for a repeat customer, the new and improved global search, and at last being able to text pictures.

Cons

Inventory control, I come from an outdoor power equipment repair business, and we have over 10.000 parts and many of those parts have 3 locations each. We have had to make our own system within to make it work for us. What I would really like in an ideal world is to be able to see every movement of parts moving from one warehouse to another, along parts sales in a day, week, month at the micro level, where looking at an individual part I could dive down and see my sales history and know when I could increase product on hand or be able to see trends on the parts popularity. I wish Service Fusion had an easy-to-use point of sale system and an easier return merchandise system. If the point of sale has aged over 2 weeks it is very difficult to refund someone's money.

Review Source

JM

Julie M.  
Business Development  
Construction  
Used the software for: 2+ years

### "Great App to Use"

April 15, 2026

4.0

The speed on the desktop has gotten faster, which is great. Overall, a good system to use on the desktop and in the field.

Pros

Customer support is great, friendly, and are extremely helpful. The app is user friendly for employees.

Cons

The jobs that are in unscheduled, the dropdown, should be able to make larger so we can see more jobs that need to be scheduled.

Review Source

MM

Mike M.  
Owner  
Entertainment  
Used the software for: 2+ years

### "AV & Security"

April 15, 2026

5.0

For the most part it does what I need very well. There are issue and limitations but for the most part I am happy

Pros

Customer reoccurring Billing and remote access. Auto emailing invoices to the customer on their due date.

Cons

Slow speeds, lack of note control in the schedule. Inventory abilities. App does not always update when on the way or complete

Review Source

MP

Michael P.  
Project Manager  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "Mike's review of Service Fusion"

April 15, 2026

4.0

Overall a great experience. It would be incredibly helpful for a more detailed API access to automate things more from our end.

Pros

It is a very robust platform that helps us to organize our jobs and techs. We also do all of our invoices via SF.

Cons

there is no way to bulk change site visit status. If I assign 5-10 techs to a job I need to individually change the job status for each tech which is time consuming.

Review Source

IK

Ilan K.  
President  
Construction  
Used the software for: 2+ years

### "Go fresher"

April 15, 2026

3.0

Not up to par. Poor customer support, bad UX/UI, poor customization. Too much double entry of data because no native CRM integration. Why can’t I mass update estimates and instead have to send your developers a csv file and then wait 5-7 days or more?

Pros

Not much, unfortunately. I guess it’d be the estimate conversion process but even that isn’t always clean. Why only 5 options?

Cons

A lot. Lack of reporting, lack of customizable dashboards, no native CRM integration, overall UI, feels like Windows 98.

Review Source

JH

John H.  
Owner  
Construction  
Used the software for: 1-2 years

### "My experience with Service Fusion"

January 6, 2026

5.0

I find the software overall very easy to use, and not being huge on using a computer I find it simple to look up our customers to gather info on their accounts, look at past service records, etc.

Pros

I appreciate how easy it is to generate a PO#, and the ability to email it to any of our vendors to get the order placed. I find the system to be very easy to navigate in every sense. It has been a time saver for sure. It's very easy for me to update an existing customer, or to add a new customer to the system.

Cons

Every once and a while, when I go to email a PO# to a vendor, the system shows it was sent. However, sometimes it never makes it to my intended vendor. I have to follow my email up to make sure it really was received.

Switched from

[VMS Singapore](https://www.capterra.com/p/167853/Visitor-Management-Singapore/)

It was very clunky to use, and nowhere as easy to use as .

Review Source

JW

Jim W.  
Operations Manager  
Construction  
Used the software for: 2+ years

### "Grateful for service fusion"

January 9, 2026

4.0

Overall, we like . It is accomplishing or primary goal which was to create a record of jobs past so that we can reference them inthe future which is very important in our career path - HVAC. We are constantly revisiting equipment multiple times over the years and it is so nice to have a record of things that happened in the past that are relevant to your current job.

Pros

I personally love the calander feature the most. It is the most used item in our company. We all go in to the shop in the mornings, check the jobs for that day or the next day and have a very good idea of what we need to prep for.

Cons

The mobile app needs so much work! maybe it is just me personally, but the desktop program and the phone app are so drastically different from each other. It seems to me from time to time that they dont connect well to each other for some reason. We also have all sorts of problems with guys not being able to see jobs on the phone app.

Alternatives considered

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

Reason for choosing Service Fusion

we chose Purely for the cost savings

Review Source

TF

Tuli F.  
Service manager  
Utilities  
Used the software for: 2+ years

### "Love the software"

January 6, 2026

4.0

we are extremely happy with it and have seen so much improvement and feature additions over the years (keep it up)

Pros

easy to use, seamless, efficient, a nice way to keep all relevant documents in one place and make sure nothing ggets lost / forgotten

Cons

there are innovations and some features that we would like added, but there is constantly updates so we are hoping to get those soon

Reason for choosing Service Fusion

looked the best from the demo and we got a free trial that convinced me

Review Source

cY

chad Y.  
Sales  
Construction  
Used the software for: 2+ years

### "Service fusion"

January 6, 2026

5.0

system is very user friendly, The support-help could be better, I don't like the online help request function. I would love for a rep to call direct.

Pros

Ease of uploading pictures and documents. scheduling is easy and adaptable with changes converting estimates to orders very easy looking up old jobs is easy

Cons

mobile app and what you can see. Would like to see more options to see the schedule of all techs techs in the field seem to struggle

Switched from

[Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)

Needed something more with scheduling ability

Review Source

JL

Jason L.  
Owner, Master Plumber  
Construction  
Used the software for: 2+ years

### "Owner, ABC Plumbing "

January 7, 2026

4.0

Been working well for my company for 3 years. Hoping to see growth, more areas to review individual sales, keeping up with other apps (Service Titan, HCP,Ect.)

Pros

Easy to use app. Once everything needed for day to day operations has been added, it greatly helped in mainstream my company

Cons

Limited usage, needs price sheet compatibility. Would also be nice if payment via credit card could be a tap or chip compatabile.

Alternatives considered

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

Reason for choosing Service Fusion

It fit our current needs and budget at the time.

Review Source

SJ

Steven J.  
Operations  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Good system for the early-growth contractor"

October 23, 2024

3.0

Not full-featured. Customer support was not very responsive.

Pros

Easy to set-up, maintain and use. Good basic system overall.

Cons

Not full-featured. Customer support was not very responsive.

Switched from

[OpenBlue Workplace](https://www.capterra.com/p/72571/FM-Interact/)

Did not work for us. Needed something more suited to our industry.

Review Source

AP

Amber P.  
Owner  
Consumer Goods  
Used the software for: 2+ years

### "A great asset for you company."

April 30, 2024

5.0

Overall, everything has been great. Technical support is always available. Open a ticket usually only lasts a couple of days for repair. I would recommend another company looking for resource management.

Pros

My favorite part about using is the ability to dispatch zones and to be able to tag our customers for future reference.

Cons

My least favorite thing about is that there’s just not enough time to capture all it can do for us.

Alternatives considered

[Titan GPS](https://www.capterra.com/p/152535/Titan-GPS/)

Reason for choosing Service Fusion

Ultimately, it was the decision of upper management

Switched from

[Act!](https://www.capterra.com/p/175860/Act/)

Needed scheduling and dispatching features

Review Source

Response from KickServ

May 17, 2024

Thank you for your review! We are so glad to hear Service Fusion has been a great asset for your company.

AK

Anna K.  
Finance Assistant  
Design  
Used the software for: 2+ years

### "Service Fusion Helpful all around"

January 6, 2026

5.0

helps keep our jobs in order; we are able to process our invoices that have paid out and sync them to QuickBooks too! We can Create Estimates, turn them into Jobs, and then Invoices for the customers, I appreciate the way we can just email the customer right from Service Fuson! It is a helpful tool!

Pros

helps keep our jobs in order. Process our invoices that have paid out and sync them to QuickBooks too! We can Create Estimates, turn them into Jobs, and then Invoices for the customers. Emailing Right from Service Fusion

Cons

I can't seem to think about any Cons at the moment. I think maybe if we would be able to link the projects to that invoice it would be helpful.

Review Source

LZ

Leah Z.  
General Manager  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "General manager "

January 19, 2026

4.0

Great! It’s eased our scheduling/timesheets/ invoicing immensely. Definitely recommend to others in the field

Pros

Easy scheduling. User friendly. Navigating is easy. I like the formats and how it looks. Setting up prompts.

Cons

Multiple visits.. doesnt allow to skip over the weekend. Having to make multiple site visits. Timesheets could use some work

Alternatives considered

[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)

Reason for choosing Service Fusion

Cost and functionality. Mobile app is easier

Review Source

DC

Daniel C.  
Service Manager  
Business Supplies and Equipment  
Used the software for: 1-2 years

### "Keeping Daily activities organized"

January 7, 2026

4.0

I use daily to track and complete task with great confidence and accuracy. Service Fusion has streamlined the process of keeping our clients informed on the service they have requested.

Pros

The ability to adapt to the changing market. Professional gooey interface across multiple platforms, such as laptop, tablets, and cell phone.

Cons

After last upgrade the web site has slow page boot up. Some report tabs will not generate a reports but did find a work around.

Review Source

JB

Jeanie B.  
Administrator  
Electrical/Electronic Manufacturing  
Used the software for: 2+ years

### "Easy to Work With"

January 6, 2026

4.0

The technicians are fabulous to work with. They return calls and emails in a timely manor. They still have some glitches to work on, but a good company to work with.

Pros

Honestly this company is really good! They are easy to work with. Any service company large or small I highly recommend it for people because it’s so simple straight forward and also helps keep any business organized and ability to make sure everyone knows what’s going on! GET IT FOR YOUR SERICE COMPANY!

Cons

Doesn't have enough place to put the information I need. Sometimes is hard to find what I am looking for.

Review Source

CA

Chris A.  
Territory Manager  
Construction  
Used the software for: 2+ years

### "GREAT Platform!!!"

January 6, 2026

5.0

Could not be happier with how easy it is to use on a daily basis. Very easy to navigate and the estimating function is a game changer!

Pros

The platform is so efficient and easy to use. All the functions work flawless. Field workers also love the convenience in the field.

Cons

The ding sound is absolutely annoying and wish it would be removed. Moving to new pages and functions having it go off needs to stop!

Review Source

jS

jessica S.  
director of sales an bd  
Electrical/Electronic Manufacturing  
Used the software for: 1-2 years

### "One Happy Lighting Lady "

January 6, 2026

5.0

I truly enjoy it very much and find it quite satisfying to engage with, as it brings me a lot of happiness and a sense of fulfillment.

Pros

I work for a large company and i really like the way I am able to filter jobs by sales rep/agent so i am able to pull up just my orderss. I also like the estimate's feature and how I can see which ones turned into actual wo

Cons

It's very particular about what you put in the search field - less is more, I found out quickly . very happy

Review Source

mB

mark B.  
sales rep  
Mechanical or Industrial Engineering  
Used the software for: 1-2 years

### "HVAC Lifer"

January 6, 2026

5.0

Very good! I have been here for a little over 40 years, have had many software's over the time, this is by far the best!

Pros

Once I got it figured out it is awesome! Can do a lot of things anywhere from dispatch to making up proposals, etc.

Cons

sometimes takes a while when changing screens, can be a little slow at times, other than that no real issues

Review Source

CR

Carina R.  
Accounts Receivable  
Construction  
Used the software for: 1-2 years

### "Simple, Easy, good !"

April 30, 2024

4.0

It's pretty good but it could be great !!!!

Pros

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)

Cons

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.

Review Source

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