Service Fusion vs ServiceM8

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Our analysts compared Service Fusion vs ServiceM8 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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ServiceM8 is a cloud-based system that helps field service professionals minimize paperwork and manage all aspects of field activities. Some of these processes include sending quotes, scheduling jobs, tracking field staff and handling invoices, reports and on-site payments.

It opens up communication with real-time updates between field, back office and management staff as well as customers, ensuring faster services and time-efficient business operations.
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$195 Monthly
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Tailored to your specific needs
$29 Monthly
Get a free price quote
Tailored to your specific needs
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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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  • Manage Invoicing Easily:  Simplify invoicing and payments. Create and share invoices from anywhere at any time, and get them processed through electronic signatures and payments. 
  • Ease of Communication:  Communicate seamlessly with technicians, staff members and customers through instant messaging, emails and notifications. 
  • Maintain Service Levels:  With quick communication, real-time updates and simplified service delivery management, maintain service levels and get repeat work from existing customers. 
  • Minimize Paperwork:  Minimize paperwork and save time by generating invoices, collecting signatures and payments electronically, as well as storing digital photos and diagrams to maintain job requirements, progress and service history. 
  • Secure Cloud Storage:  Store all user data and records in an encrypted, remote server with cloud-hosted software, and get a backup in case of system failure or incompetency. 
  • Integrations:  Leverage pre-built integrations with numerous accounting, staffing and email marketing apps, or build custom integrations through an open API and SDK and app integrators such as Workato and Zapier to create a seamless operational environment. 
  • Mobile Access:  Get a fast and reliable iOS app for communication, invoicing and job management in the field. 
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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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  • Job Management:  Access all job and client details anytime, anywhere. Send all the information related to an assigned job to field staff directly through the platform, eliminating the need for repeated calls. 
  • Checklists and Tasks:  Ensure that each job is completed during the first delivery service by breaking it down into smaller tasks and checklists. 
  • Technician Management:  Track and manage technicians and field staff with access to their live location, navigation and check-in at job arrival and job progress. 
  • Service History:  Record, maintain and access service history for each client along with details like order, materials used, notes, photos, emails, messages and invoices. 
  • Job Scheduling:  Drag and drop jobs onto the desired staff members and booking window or specific timings to manage advance bookings, maintenance and recurring jobs, instant dispatches and flexible jobs. Notify field staff of schedule changes instantly. 
  • Dispatch Map:  Get access to all field staff’s live location to make smart dispatch and routing decisions without calling for manual updates. 
  • Integrated Navigation:  Guide field staff to the job site through the fastest possible route in two simple clicks with integrated navigation. 
  • Job Reminders:  Send timely reminders to the allocated field staff regarding navigation and travel time to the job site so that no appointment is missed or delayed. 
  • Quote Management:  Create, manage and share quotes with customers using customizable templates. Issue multiple quote options for the customers that can be viewed and accepted online.  
  • Invoices:  Create professional invoices using pre-set templates and share them with customers via mail, text or printed media while on the job site. 
  • Payment Management:  Facilitate online and instant invoice payments through credit card, debit card and Apple Pay. 
  • Deposits and Pre-Payments:  Prompt customers to pay in advance for their bookings using cards, Google Pay, Apple Pay and Microsoft Pay. 
  • Communication Management:  Communicate directly with staff and clients via email and message services from the platform. Pre-built customizable templates also help save time and maintain a consistent tone. 
  • Activity Feed:  Utilize a live activity feed to access updates from all the jobs and service deliveries and request and share information when required. 
  • Staff Messaging:  Use built-in instant messaging for communication between the back office and field teams. 
  • Offline Access:  Enable the field teams to access and update all relevant information from the job site, even if there is no internet connectivity. Updates are synced to the system once connectivity is restored. 
  • Document and Barcode Scanning:  Use the software to auto-detect, scan and store documents in a high-resolution PNG format. Add materials to invoices through barcode scanning. 
  • Custom Forms::  Create, save and share customized forms and reports suited to a business’s requirements, using an online form editor with flexible question type options. 
  • Asset Management:  Create customer-owned assets, save them on site and generate PDF reports of all assets. 
  • 24/7 Online Booking:  Let customers request quotes or services, book services and pay in advance online any time, from anywhere. Booked jobs are synced directly to the calendar. 
  • Knowledge Sharing:  Record, save and share business expertise, tips and procedures with staff members in the form of videos and articles. 
  • Customer Feedback:  Collect feedback about service delivery and overall experience to consistently improve operations. 
  • Reports:  Get automated reports on business operations, jobs and service deliveries, activity feeds, timesheets and revenue. These reports can be further customized as required. 
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Product Ranking

#6

among all
Field Service Management Software

#18

among all
Field Service Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Service Fusion
ServiceM8
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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 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 334 reviews
Excellent User Sentiment 288 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.

94%
of users recommend this product

ServiceM8 has a 'excellent' User Satisfaction Rating of 94% when considering 288 user reviews from 2 recognized software review sites.

4.2 (46)
4.3 (6)
4.38 (161)
n/a
4.5 (127)
4.7 (282)

Awards

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ServiceM8 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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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Cost: About 100% of the users who consider the price to be a determining factor recommend the software for its affordability.
Overall Functionality: Nearly 100% of the users who refer to the overall features and functionality agree that it's a well-rounded product with improved features being added at every update.
Ease of Use: As many as 80% of the users who talk about ease of use note that the product is user-friendly.
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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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Mobile App: Approximately 67% of the users who mention the mobile app find the lack of an Android app a limitation to field use.
User Interface: About 75% of the users who refer to the user interface concur that the interface is clunky and difficult to navigate.
Customization: A lack of customization proves detrimental to nearly 67% of the users who mention it.
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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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ServiceM8 is an affordable solution for field service professionals to schedule and manage their daily operations. Its ease of use and constantly improving functionality makes it a favorable solution for growing businesses. However, its user interface needs to be updated and simplified. Moreover, offering customizable solutions and an Android app for field operations are things users wish existed.

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Screenshots

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