How To Install Fleet In Service Fusion

Bank check out our in-depth review of Service Fushion software for your business needs. See how this web-based software can ease upward your field service business and impress customers all at the aforementioned time.

I worked in the Logistics field for seven years and watched a major company get through the process of switching from company drivers to independent contract drivers. They had a gigantic fleet of cars and vans to deliver and selection upwardly packages and bank correspondence and went all over the Great Lakes region. There were many times that packages were missed at the final, or they were delivered to the wrong person on the route. Some other upshot was that GPS software was in its infancy in the late 1990s when I started working at that place.

Although I haven't driven every bit a Courier for 12 years, I'grand always contemplating the thought of going back to it, at least on a office-time basis. At one point during those years, I too thought almost starting my own Logistics visitor and toyed with the numbers and ultimately decided against it. I got my hands on the Service Fusion software package recently and permit me tell you something, after some time with this, I'chiliad seriously reconsidering that determination that I made all those years agone!

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Service Fusion

Service Fusion is a small suite of software that is geared towards the contractor and service manufacture. Repair shops, delivery shops, appliance repair, basically whatsoever service industry that delivers products is a game for this software package. The package contains the main Field Service Management software which focuses on the master pieces of the day-to-mean solar day running of operations with a separate Field Technician mobile app to help your workers on-site. In that location's besides GPS Armada Tracking software to keep an eye on the company vehicles and in that location's ServiceCall.ai which ties into your main software with an integrated phone system.

Initial Setup

Getting everything set up was pretty simple as all it takes is contacting the sales amanuensis at Service Fusion to establish what you lot need for your business, and they send an installation agent to your business to get everything established and running smoothly. The best office of this whole process is that you pay nothing for installation, the only money that you part with is for services you utilize, but nosotros'll become to that a little later on. The set-ups take a little longer if you're getting the phone arrangement and GPS tags on your armada vehicles.

Field Service Direction – Overview

This software is the main program with Service Fusion and the perks here are most also numerous to count. The layout of this is great and everything just makes sense every bit to where the information is on the screen. There'south A LOT of data available to you with just a couple of clicks of the mouse. Y'all tin can schedule deliveries, jobs, estimates, and other items easily with just a few clicks and typing your data in. Yous can also automatically send out SMS text messages to drivers when their schedules are changed or to relay any information that is needed while they're out and about. This same ease of use also extends to maintaining a customer contact listing. The customization of the data for these lists is exhaustive equally you can keep rails of everything that they've purchased, any service plans they're signed up for, any personal notes or details unique to them, etc. This small-scale particular of keeping notes can pay HUGE dividends with personalized marketing afterward on every bit you can customize your approach to what the customer likes and will react to. Skilful experiences will spread like wildfire and germinate expert experiences with referred new customers. I honey the annotation-taking power for each customer for this very purpose.

Field Service Management – Bookkeeping & Bookwork

This software likewise keeps your invoicing straight with payable and receivable accounts and integrates with Quickbooks (Desktop & Online versions) for staying on top of things. Service Fusion synchronizes with Quickbooks and pushes updated data over with every change in Service Fusion. This feature helps bookwork and keeping numbers accurate which is bang-up to have for stop-of-yr statements and revenue enhancement flavor. Tax audits aren't fun and I take the unfortunate ignominy of going through one, thankfully I kept good accurate records and got through it with no changes on my return. With Service Fusion and Quickbooks, yous should have all of your bookwork authentic with every move you make (purchasing or receiving).

Field Service Management – Field Technician app

This is what you would need if y'all ran a business with a fleet of drivers out in the field. Each Field Tech can install the app on their smartphone or tablet and take the ability to communicate back with the office while they're on the road or on-site. While using this app, field workers can create new orders or estimates and accept payments from customers on-site. The integrated payment processing engine tin run credit cards and even have customers sign the tablet or phone screen with a stylus or their finger to confirm payment.

Field workers can too clock in and out of the organization and provide status updates back to dispatch on orders or repairs. Another cool characteristic is the ability to take pictures and upload them to an office server to take before and after photos or other uses. You can besides admission the customer list and come across whatsoever notes that have been provided for a particular customer. Pretty cool stuff and not bad data to have when you're engaging with a client face-to-face up. Yous can also have customized menus and task lists to follow as well. The task list is a great feature to accept when you're in the installation field (Cable, Satellite, Cobweb Internet, etc.) you could just check your tablet to see if yous've done everything on the to-practise list when conducting an installation. To tie this in with my Logistics by, Service Fusion also provides plow-by-turn directions to the site which would have been groundbreaking to have dorsum in 1998.

ServiceCall.ai

This organisation integrates with Service Fusion to provide an all-in-one platform for customer service and support. ServiceCall.ai is an integrated VoIP (Vocalisation over IP) system which displays the proper name and number of the person who is calling with many in-telephone call customizable options. During the call, the agent can pull up how many times the customer has called in the past and what the reasons for the calls were. The agent tin can likewise take notes during the current call and pull upward detailed notes of any previous calls that the caller has made. You tin can also go along rails of any referred calls or customers and send/receive text letters with the customer in-call. The customization doesn't stop in that location as you can too create customized menus for individual callers, perhaps those who often phone call for orders or service calls. You can also ready a "direct line" to a technician as callers can be patched directly to the tech that they wish to speak to. Information technology'southward a pretty nice system overall with a lot of features and options to use, you can even button calls to Voice Mail if the agent desired is decorated with another caller.

GPS Fleet Tracking

This is a separate application within the software suite and is geared towards those companies who maintain a fleet of vehicles. This is perfect for the Logistics and Trucking industries every bit they both accept large fleets of company vehicles and trucks. When you order the GPS Fleet Tracking package, you take to state how many transponder tags yous would need as each vehicle would be outfitted with one. With the tags set, you have the ability to keep tabs on every single driver in your fleet. Yous can have a live picture of where each driver is at that moment with 90 second updates. Yous can focus on a unmarried driver to see where they've been and to notate behavioral patterns. Why has that Ford Focus been in the shop twice in the concluding month for bug? Peradventure the driver was traveling at an dangerous speed to run into a deadline? With this software, y'all can have all the data at your fingertips like a Black Box on a Commercial Airliner. 1 positive to annotation here: How much safer would your drivers be if they knew that they were existence monitored?

How Would Service Fusion Help You?

I tin definitely say afterward being in the Logistics business for as long equally I was, Service Fusion would be a gamechanger for the industry. I could visualize having a small fleet of drivers (viii-10) who use our fleet of commitment vehicles to get the job done. I could encounter myself using the ServiceCall.ai along with the main software to converse with outside clients and contracted customers dealing with fast turnarounds and shipment times. Logistics as an industry is getting more complex every bit the engineering science grows. Amazon and their Prime service has both spoiled their consumer base expecting two-solar day shipping and also made the industry less safe with drivers making crazy dashes to deliver items on time.

With the integrated GPS and plow-by-turn directions, you could easily map out routes that made sense and fabricated the most out of expediency. Less fourth dimension that drivers are out means less gasoline burned upward with deliveries and overall savings in the company's pocket long-term. The drivers could use the Field Tech app to get detailed data on customers along their routes and make updates to deliveries in real-time. They'd as well have the option to text message back to the Final or to the customer straight with pertinent information related to the delivery. Having GPS tags on every fleet vehicle means that when a consumer calls upwardly asking where their packet is, yous could confidently state not only how long it would take, but where the driver really is at that moment! Once again, this kind of technology just didn't exist twenty years agone.

I wish I could take this software and technology and jump into a fourth dimension machine and go back 20 years and arrive a go of it on my own with my own company. I could really use these features and benefits to get the most out of what I had to work with both supplies and driver-wise. I think the long-term usage and the coin saved in various ways (GPS, in-telephone call marketing, customized marketing, etc.) would really pay off in the long run.

Support

Service Fusion displays a live status of their Cloud systems and operations and then that you lot'll know if there are whatsoever outages or disruptions of service. They as well have telephone support and email support to respond whatever questions or address any issues with their service.

Toll

1 cool thing nearly Service Fusion is that there's no wildly astronomical price for the software or for a license for a set menses of time. Service Fusion is tier-based on a monthly toll and doesn't have any limits outside of the tier or whatsoever extra fees outside of what y'all're already aware of when first signing up for service. There are three tiers of service charged on a monthly basis: Starter, Starter Plus, and the Pro packet. The Starter package starts at $99 / month, The Starter Pro package is $199 / month and the Pro package is $349 / month.

The Starter tier carries the main office services with on-site mobile photo upload and inventory direction beingness optional at $fifty / month. Job costing is also optional at this tier at $60 / month and the field service mobile app is a former set upwards fee of $689 and monthly costs of $65. ServiceCall.ai is a dissever optional service at this tier with additional costs involved.

The Starter Plus tier carries everything that the Starter tier has except for the inclusion of on-site mobile photo upload, inventory management, and job costing into the package. The Pro tier comes with all services inclusive as part of the package. The only service that'southward an additional accuse per calendar month regardless of which tier yous choose is the Custom Documents Module which costs $40 / month.

ServiceCall.ai prices are listed as $25 per user on a month and GPS Fleet Tracking is $49 for each transponder tag (one-time purchase) with a flat $20 monthly charge for the service.

Pros of Service Fusion

100% Spider web-Based Software which runs on whatever internet enabled PC, Mac, or tablet
Iii monthly tiers available for service
All-in-One Contractor'southward Solution for day-to-day running of business concern

Cons of Service Fusion

Highest tier of service is very expensive ($349/month)
Optional services are expensive on an al carte basis on lower tier packages

Ratings

=> Click hither for Service Fusion

Ease Of Use: 5

The screen layout of the software and the integration with Quickbooks makes Service Fusion a breeze to utilize after a brusque learning period. You lot take vast amounts of data bachelor to you to help with almost all aspects of the business. Lots of fourth dimension went into the evolution of this software and it shows with the user interface.

Customer Support: 4

What good is the software without proper back up? Service Fusion has phone back up and email support along with an online live system condition folio showing any organisation incidents of annotation.

Features: 5

The great thing about this unabridged suite of software is that they are all interconnected and bring a staggering number of features to help with business. Between the principal software with Quickbooks integration, the ServiceCall.ai phone system, and the GPS Armada Tracking…almost all of your bases are covered characteristic-wise.

Value For Money: 4.v

As with almost things in Life, more features equates to more money spent out-of-pocket. The lower tiers are adequate for smaller businesses or larger businesses looking to go their anxiety wet with the software first earlier fully committing. The Pro tier brings everything you would need for a large business concern with many drivers. Large businesses would have the required monthly cash menses to spring for a parcel at this price betoken.