Service Fusion Integration with QuickBooks for Field Service Management
Improve efficiency, Save Time and Boost Productivity 40%
Service Fusion empowers teams with modern tools to streamline operations and drive business growth more efficiently. Syncing with QuickBooks saves time and provides complete control over field service operations. Minding My Books ensures a smooth and seamless integration between Service Fusion and QuickBooks.
What is Service Fusion?
Service Fusion is an all-in-one field service management software built for small to mid-sized businesses. It combines scheduling, dispatching, job tracking, invoicing, and payment processing into a single platform, accessible from both desktop and mobile devices.
When integrated with QuickBooks, Service Fusion becomes even more powerful—automating invoicing, syncing customer data, and eliminating double entry. This ensures accurate accounting while reducing administrative workload, making it a go-to solution for service-based businesses looking to grow efficiently.
Who owns Service Fusion?
Service Fusion is a privately held company located in Texas, USA. Industry investors support it, and a reliable provider of field service automation software continues to grow. The leadership team possesses years of experience in software development and service industry solutions.
Category:
Field Service
QuickBooks Compatibility:
QuickBooks Desktop
QuickBooks Online
Core Features of Service Fusion
Boost Productivity 40% with an All-in-One Field Service Management Software.
Service Fusion is a comprehensive field service management app designed to help small to mid-sized businesses improve customer service, job tracking, invoicing, and billing in one place. It includes everything from dispatching, job scheduling, and inventory management to project tracking and mobile workforce solutions.
Schedule & Dispatch
Automatically plan and optimize routes based on traffic, fuel costs, vehicle capacity, weather, and driver availability. Make real-time route changes while technicians are in the field.
Estimate Creation
Create accurate estimates with pre-filled customer info, tax rates, and service pricing. Use customizable templates and allow field technicians to build and convert estimates into work orders via the mobile app.
Customer Management
Access all customer details, service history, contracts, and notes in one place. Get appointment reminders, automate follow-ups, and manage communication via email or SMS—from anywhere.
GPS Tracking
Monitor vehicle location, fuel levels, idle time, and driving behavior in real time. Get insights into routes taken, speeding, harsh braking, and driver efficiency.
Invoicing & Payments
Auto-generate invoices from completed jobs with itemized materials, labor, taxes, and discounts. Accept payments online or in person and sync all data with QuickBooks.
Technician Mobile App
Field staff can view schedules, accept jobs, access service details, create work orders, collect payments, send updates and receive real-time notifications, and more—directly from the mobile app.
Service Fusion Pricing
Wondering how much Service Fusion costs? Service Fusion offers flexible pricing plans to suit small to mid-sized field service businesses, whether you're in HVAC, electrical, plumbing, or general contracting. Its pricing is designed to give you access to premium features without the high cost of traditional enterprise solutions.
Save 15% with Annual Billing
Starter
$192 / month
Features:
- Unlimited Users
- Customer Management
- Estimates and Jobs
- Schedule and Dispatching
- QuickBooks Integration
- Invoicing and Payment Processing
- Project Management and Reporting
- Text Messaging Alerts
- Estimate Options
Plus
$298 / month
Includes Everything in Starter, and:
- Unlimited Users
- Job Photo Uploads
- Inventory Management
- Job Costing
- Integrated Voice and Text
Pro
$489 / month
Includes Everything in Starter, Plus, and:
- Unlimited Users
- Open API Integration
- Custom Documents
- eSign Documents
- Customer Web Portal
- Progress Billing and Recurring Invoicing
Service Fusion + QuickBooks Integration
Minding My Books specialize in connecting your Service Fusion field service management software with QuickBooks Desktop or QuickBooks Online-creating a fully streamlined workflow from the job site to your balance sheet.
What the Integration Includes:
| Feature | Benefits |
|---|---|
| 2-Way Sync | Sync customers, invoices, and payments between Service Fusion and QuickBooks automatically. |
| Real-Time Financial Tracking | Monitor which jobs have been estimated, invoiced, or paid-without leaving your accounting dashboard. |
| QuickBooks Online and Desktop Support | Compatible with both cloud-based and desktop versions of QuickBooks. |
| Accurate Job Costing | Capture labor, materials, and time data from Service Fusion and feed them directly into QuickBooks for precise job costing. |
| Faster Invoicing and Payment Tracking | Create invoices directly from Service Fusion and sync them to QuickBooks for faster billing and reconciliation. |
Key Benefits of Integrating Service Fusion with QuickBooks
Service Fusion and QuickBooks come together to simplify field service operations and accounting, delivering next-level efficiencies, including:
- Automated Data Entry: Avoid manual work and reduce errors by syncing data between Service Fusion and QuickBooks. Eliminate double entry and save valuable time.
- Integration with Customer Database: Keep customer details, job info, and updates in sync across both platforms. Ensure accurate communication and smooth field operations.
- Customization for Efficiency: Tailor QuickBooks to fit your service business with custom fields, forms, and invoices. Get exactly what your workflow needs.
- Improved Cash Flow Management: Track job completion, invoicing, and payments in one connected workflow. Get paid faster and keep cash flow predictable.
- Accurate Financial Reporting: Syncing with QuickBooks ensures real-time financial data. Generate reports with confidence and make smarter business decisions.
Service Fusion Alternatives: Feature and Pricing Comparison
Not Sure if Service Fusion Is Right for You? Choosing the best field service software for your business is a critical decision. If you're evaluating your options, it helps to understand how Service Fusion compares to its top competitors. Here's a quick breakdown:
| Feature | Service Fusion | Jobber | Housecall Pro | FieldPulse | ServiceTitan |
|---|---|---|---|---|---|
| Target Business Size | Small to Mid-Sized | Small Businesses | Small to Mid-Sized | Small Businesses | Mid to Large Enterprises |
| QuickBooks Integration | Desktop and Online | Online Only | Online Only | Online Only | Online Only |
| Scheduling and Dispatch | Drag and Drop, GPS Dispatch | Drag and Drop | Automated Scheduling | Simple Scheduling Tools | Advanced Call Booking and Routing |
| Mobile App | Field Worker App for Android and iOS | Mobile App for iOS/Android | Modern Mobile Interface | Basic Mobile Tools | Advanced App with Full Workflow |
| Inventory and Barcode | Yes (Barcode Scanning and Inventory) | Limited Inventory Tracking | No Barcode Scanner | Basic Inventory | Advanced Inventory Module |
| Progressive Billing | Yes | No | No | No | Yes |
| Ease of Use | Moderate (Feature-Rich) | Very Easy | Modern and User-Friendly | Simple Interface | More Complex (Enterprise Focus) |
| Pricing | Mid-Range | Affordable | Mid-Range | Budget-Friendly | High-End |
Industries That Trust Service Fusion for Field Service Management
Discover how HVAC, plumbing, electrical, and cleaning service businesses streamline field operations and accounting by integrating Service Fusion with QuickBooks. Perfect for teams that need real-time job tracking, invoicing, and seamless financial sync.
HVAC and Refrigeration
Manage scheduling, dispatching, and invoicing for HVAC and refrigeration jobs with real-time sync to QuickBooks.
Overhead and Garage Door
Track service requests, parts used, and payments for garage door businesses, all integrated with QuickBooks.
Plumbing
Streamline work orders, mobile estimates, and job costing for plumbing services with QuickBooks integration.
Locksmith
Automate field dispatching and billing for locksmith businesses, with seamless QuickBooks syncing.
Electrical
Track time, materials, and invoicing for electrical jobs from field to office with QuickBooks connected.
Appliance Repair
Manage customer appointments, service records, and invoices with QuickBooks integration built-in.
Service Fusion Frequently Asked Questions
Why integrate Service Fusion with QuickBooks?
Integrating Service Fusion with QuickBooks automates invoicing, payments, and financial reporting. It reduces double entry, eliminates errors, and ensures real-time synchronization between field operations and accounting.
How does Service Fusion integrate with QuickBooks?
Service Fusion connects to QuickBooks Online or Desktop using a secure API or connector. Once integrated, customer details, job data, invoices, and payments flow between platforms automatically, saving time and ensuring accuracy.
Which QuickBooks versions are supported by Service Fusion?
Service Fusion supports both QuickBooks Desktop Enterprise and QuickBooks Online. Integration features may vary slightly depending on the version.
Can Service Fusion sync invoices and payments to QuickBooks?
Yes. Invoices created in Service Fusion can be synced directly to QuickBooks. Payments collected in the field or online are also reflected in QuickBooks to ensure accurate financial reporting.
Is data entry automated between Service Fusion and QuickBooks?
Absolutely. Once integrated, Service Fusion automates data syncing for customers, jobs, invoices, and payments—removing the need for duplicate entries and manual updates.
Do I need a developer to connect Service Fusion with QuickBooks?
No. Integration is user-friendly and typically set up during onboarding. However, support from a QuickBooks Solution Provider like Minding My Books ensures a smooth, customized connection based on your workflow.
How to Upgrade/Downgrade Your Service Fusion Account
Please include your Company name and/or Company ID in the email request to make a change. If you'd like to upgrade or downgrade your Service Fusion account, please email support@servicefusion.com with your Company Name. If removing a GPS unit from plan, please include the GPS unit ID number for deactivation.
System Requirements and Recommendations
Browser Recommendations:
Browser: Chrome
Version: Most Up-To-Date
QuickBooks Plugin Requirements:
Operating System: Windows 10
QuickBooks Online: Supported
QuickBooks Desktop and Service Fusion Plugin: v22
TLS 1.2 for QuickBooks Desktop for Windows
Ready to streamline your field service management?
Minding My Books strives to make your transition to Service Fusion and QuickBooks seamless. Our team of certified QuickBooks experts and field service specialists will:
- Help you choose the right Service Fusion pricing plan for your business size and needs.
- Set up and integrate Service Fusion with QuickBooks Desktop or Online—no technical headaches required.
- Customize your workflows, job costing, scheduling, invoicing, and inventory tracking.
- Provide hands-on training so your team can hit the ground running.
- Offer ongoing support for QuickBooks, payroll, and financial reporting.
Contact us today to schedule a Free Consultation and let Minding My Books help unlock the full potential of Service Fusion integrated with QuickBooks for your field service business.
