Service Fusion Agreements
by Service Fusion
Last updated Mar 29, 2026 · 1 revision
HVAC maintenance contract management with automated renewals, customer portals, and no per-user fees starting at $192/mo.
Highlights
Capabilities
Media
www.servicefusion.com
About This Product
Service Fusion offers comprehensive maintenance agreement management for small to mid-sized HVAC contractors. Create, sell, track, and fulfill maintenance contracts through automated renewals, customer portals, and integrated scheduling. No per-user fees — add unlimited technicians and office staff. Customer Portal lets clients view service history and request new jobs.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 9.0
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
63 features confirmed across
15categories· Showing confirmed capabilities only
Scheduling & Dispatch10features
Work OrdersJob photo and note loggingSchedulingScheduling and dispatchingAuto Assign JobsConvert one or more options into one or more jobsDrag and Drop Scheduling CalendarJob Management and BillingJob Status Tracking with Time TickersRecurring Job SchedulingJob Assignment and Dispatching
Show 2 more
Real Time Job Status Updates and NotificationsReal Time Job Tracking with Maps and Photos
Invoicing & Payments9features
Payment ProcessingStripe mobile card reader supportInvoicingPayment history exportAuto Calculate Taxes And FeesAuto-calculated taxes, fees, and discountsAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsCustomizable Invoice Line ItemsInvoice TrackingMobile Payment Terminal IntegrationQuoting And Invoicing
Show 1 more
Recurring InvoicingRecurring invoicing
Platform & Customization8features
Bi-Directional Jobber IntegrationDrag And Drop Form BuilderDrag-and-drop scheduling and dispatchingNear Real-Time Access to Critical InformationReal-Time Sync of Field Data and Financial DataReal-Time System SynchronizationRename, Duplicate, and Archive OptionsScheduling And Dispatch IntegrationThird-Party IntegrationeSign integration
Estimating & Quoting6features
Conversion of Estimates to Project BudgetsCustomer Facing Product Browsing and EstimatesEstimate to Job to Invoice ConversionEstimates with Online ApprovalsProposal ManagementEstimate ManagementEstimates Dashboard
Customer Communication5features
AI Chat ReceptionistServiceCall.ai communicationCustomer and Subcontractor PortalsPre-Appointment Texts & EmailsClient PortalCustomer web booking portalNotificationsAutomated text notifications
Mobile & Field Tools5features
Digital SignaturesPre-work and post-work signaturesLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentJob Checklists And PhotosMobile Task Routing and ManagementTechnician Mobile AppTechnician Mobile App
CRM & Sales5features
CRMCustomer ManagementAutomated Customer Touchpoints And SequencesCentralized Customer InformationLocation Intelligence and Map ViewMap Based View Of TerritoryView assigned jobs on a map
Reporting & Analytics3features
AI Powered Call Tracking and AnalyticsAutomated Dashboards and System Status ReportsIncident Dashboard And Analytics
Accounting Integration3features
Expense Submission with Image RecognitionTrack expensesReal Time Job Costing Tracking Across Multiple Projects and EntitiesAccounting IntegrationBi-directional QuickBooks sync
Fleet & GPS Management2features
GPS TrackingFleet trackingIntegrated Address Mapping With DirectionsView a map and get driving directions to the customer's location
Equipment & Asset Management2features
Catalogue And Service Client AssetsPicture driven product & service catalogsMap and Site Views
AI & Automation2features
AI Assisted Client CommunicationAI Powered Prompts and Reminders
Inventory Management1feature
Picture-Driven Product and Service Catalogs
Technician Management1feature
Cross-Device Activity Tracking
Compliance & Safety1feature
Warranty Claims
Integrations 15 across 8 categories
Marketing 4
Customer Lobby
Customer Lobby
Google Local Service Ads
PostcardMania
PulseM
Accounting 2
Clyr
QuickBooks Online
QuickBooks
Payment Processing 2
PaySimple
Stripe
Stripe
Communication 2
LiveSwitch
ServiceCall.ai
Industry-Specific 2
Profit Rhino
Profit Rhino
eSquared
CRM 1
Sameday.ai
HR & Payroll 1
Gusto
Gusto
GPS & Fleet 1
Coast
Pricing
- Model
- Subscription
- Starting at
- $192/mo
- Notes
- Maintenance agreements are a module within Service Fusion FSM platform (not sold separately). Starter $245/mo, Plus $382/mo, Pro $627/mo (month-to-month). Annual billing saves ~15%. All plans include unlimited users. GPS fleet tracking and ServiceCall.ai cost extra. Agreements/recurring invoicing features available in Pro tier ($627/mo).
