Service Fusion vs Salesforce Field Service

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Our analysts compared Service Fusion vs Salesforce Field Service based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Service Fusion Software Tool

Product Basics

Service Fusion migrates customer details in a digital format, streamlining users’ workflows. Users can view business operations across verticals through a centralized repository for reporting, invoicing, payments, scheduling and customer management. It combines AI and VoIP expertise for improved ease of use, tracks where users get their business and analyzes metrics to improve outcomes. Businesses gain visibility into their remote workforces and fleets to increase technician productivity and fleet tracking capabilities.

Users can manage team safety and health with no-touch support. Remote scheduling and dispatch, bill payments and online estimates, email options and integrated VoIP support field teams. It provides enterprise-level inclusions to small business owners and comes with a flat-rate pricing plan.
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Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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$195 Monthly
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Tailored to your specific needs
$50/User, Monthly
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Centralized Platform:  A centralized platform helps complete tasks like scheduling, managing customer calls and monitoring their fleet. 
  • Touchless Communication:  Send email estimates, e-signs documents and send confirmation emails to customers via touchless communication. Assign jobs and projects to sales representatives. 
  • Easy Scheduling and Dispatch: Schedule jobs for representatives without any overlap. Share job information with field workers’ smart devices using mobile accessibility. Inform customers when a technician is on the way. 
  • Step-by-Step Onboarding: Get started with thorough onboarding procedures designed to get employees up to speed quickly.  
  • Convert From Estimates to Jobs: Create and send job estimates with pre-populated service lines and products. Convert job quotes to assigned jobs. Prioritize jobs, assign jobs to sales representatives, schedule on-site visits for technicians, calculate commissions and more. 
  • Organized Platform: Complete 30-minute tasks in 30 seconds using organized dashboards. Simplify daily tasks while ensuring proper management of technicians, staff and customers. 
  • Communicate in Real-Time: Send SMS notifications to customers and technicians about on-the-way alerts, scheduled jobs and more. 
  • Reduce Paperwork: Send job details to field workers using the mobile app. Mobile employees can view and edit jobs on-the-go and reduce the amount of paperwork needed to process jobs with the mobile app. 
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  • Deletes Pen and Paper Tracking:  Get rid of archaic systems like pen-and-paper tracking with superior technology. 
  • Increases Customer Satisfaction:  Automatically match the right tech to the right job and customer based on criteria such as skill level, distance from the job and more. 
  • Tackles Critical Issues:  With powerful tracking and notification features, stay abreast of essential information such as schematics, blueprints, low item stocks, or poor condition to handle important issues. 
  • Web-Based:  Access the web-based platform-agnostic solution from any internet-connected device for easy accessibility. 
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  • Customer Management: Create multiple service locations and customer contacts. Set billing terms and communication preferences, track referral sources and store images, documents and public and private notes. 
  • Scheduling and Dispatching: View all estimates and jobs to shift dates and times with drag-and-drop support. Share information with field workers via a call or text from the dashboard. 
  • Invoicing and Payments: Create invoices for single and multiple jobs. Choose cash, check or credit with the tool’s pre-built free payment gateway. 
  • GPS Fleet Tracking: Gain full visibility into vehicle locations. Records trip histories, allowing users to improve driving behavior without any reliance on drivers’ mobile devices. 
  • QuickBooks Integration: Integrate with QuickBooks to get discounts and automatic syncing of job invoices, deposits and payments. 
  • Estimate Options: Give customers the option to choose between option 1/2/3, good/better/best and replacement vs. repair and more. Create multi-page proposals. Customers can accept or decline estimates online. 
  • Job Photo Upload: Upload photos using a mobile app from the job site. Track jobs back to a technician or customer support session. 
  • Payroll Reports: Monitor office activity, remote workforces, work hours and employees clocking in and out. It auto-populates payroll reports and calculates overtime pay. 
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  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
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Product Ranking

#6

among all
Field Service Management Software

#16

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

77
87
94
69
98
76
76
98
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Customer Management
Work Order Management
Billing and Invoicing
Reporting and Dashboards
Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Service Fusion
Salesforce Field Service
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 94 98 76 69 78 75 87 60 57 70 98 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
88%
0%
12%
75%
0%
25%
100%
0%
0%
67%
11%
22%
75%
0%
25%
100%
0%
0%
71%
0%
29%
100%
0%
0%
75%
0%
25%
100%
0%
0%
64%
0%
36%
100%
0%
0%
89%
0%
11%
89%
0%
11%
63%
0%
37%
75%
13%
12%
43%
0%
57%
100%
0%
0%
67%
0%
33%
83%
0%
17%
100%
0%
0%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
55%
0%
45%

User Sentiment Summary

Great User Sentiment 334 reviews
Great User Sentiment 56 reviews
88%
of users recommend this product

Service Fusion has a 'great' User Satisfaction Rating of 88% when considering 334 user reviews from 3 recognized software review sites.

83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

4.2 (46)
3.9 (27)
4.38 (161)
n/a
4.5 (127)
4.2 (16)
n/a
4.5 (13)

Awards

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SelectHub research analysts have evaluated Salesforce Field Service and concluded it earns best-in-class honors for Equipment and Asset Management and Scheduling.

Equipment and Asset Management Award
Scheduling Award

Synopsis of User Ratings and Reviews

Functionality: The system keeps thorough track of projects, customers, recurring tasks and estimates. It organizes customer databases, adds contacts according to service locations, tracks delivery, streamlines billing, reduces cost and increases efficiency, as noted by 88% of users who talked about the product’s functionality.
Support: The system is backed by efficient customer support that is quick to answer questions about the product, resolve queries and fix issues, said nearly 81% of the reviewers who talked about support.
Cost: Nearly 83% of the users noted that the system doesn’t charge per user and offers flat-rate plans, making it affordable for growing businesses.
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Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Reporting: Reporting capabilities offered by the product are cumbersome, and the customization options are limited, noted nearly 79% of reviewers who mentioned reporting.
Inventory Management: Nearly 82% of reviewers said that the system’s inventory management requires a major overhaul as it lacks manual entries, lacks options to delete an inventory from a warehouse and has issues with its employee applications.
Offline Mode: The product requires a steady internet connection and doesn’t work in places with low bandwidth, said nearly 74% of the reviewers that talked about offline mode.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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Service Fusion streamlines day-to-day business operations by keeping track of employees and delivery. It organizes customer databases, stores employee information at a central place, streamlines billing and invoices, automates recurring tasks, clamps inefficiencies and grows with a company’s needs to efficiently handle more volume. Its diverse capabilities help replace smaller products and reduce cost. However, the system offers limited reporting functionalities, requires an overhaul of its inventory management features, doesn’t function in offline mode and lacks a smooth mobile interface.

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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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