Get More Out of Service Fusion
Most contractors use Service Fusion to schedule jobs and send invoices, and stop there. I help HVAC, plumbing and electrical companies set it up around the way they actually work, so the office spends less time on admin and the field team has what it needs. All work is done virtually, for contractors anywhere in the U.S.
What I Help With
New setup and migration. Configuring Service Fusion from scratch or moving over from another system.
Workflow optimization. Designing the flow from lead intake to dispatch, estimate, invoice and follow-up.
Custom documents. Branded proposals, inspection reports, maintenance agreements and checklists.
Pricebook cleanup. Organized categories and naming so estimates and invoices go faster.
QuickBooks integration. Setting up accounts, product mappings and taxes so the books stay clean.
Reporting. Dashboards for average ticket, revenue by tech, conversion rate and more.
Team training. Office and technician training on the tools you've set up.
Is This a Fit?
This is for you if you're paying for Service Fusion but only using part of it, if your office still tracks things in spreadsheets or on paper, or if you're deciding between Service Fusion, ServiceTitan or Jobber.
How It Works
Free virtual consultation to understand your business and goals
A review of your current setup and workflows
A clear plan with recommendations
Hands-on setup and training
Related Guides
Book a free virtual consultation to see where Service Fusion can save your team time.