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 8.0
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Features
76 features confirmed across
13categories· Showing confirmed capabilities only
Scheduling & Dispatch11features
Work OrdersJob photo and note loggingSchedulingScheduling and dispatchingAuto Assign JobsConvert one or more options into one or more jobsJob Management and BillingJob management with estimates, invoices, and paymentsOnline BookingCustomer web booking portalRecurring Job SchedulingRecurring job schedulingDrag and Drop Scheduling CalendarScheduling and dispatch board with drag-and-drop functionalityJob Status Tracking with Time Tickers
Show 3 more
Real Time Job Tracking with Maps and PhotosReal-time job scheduling and location trackingJob Assignment and DispatchingReal Time Job Status Updates and Notifications
Invoicing & Payments10features
Payment ProcessingStripe mobile card reader supportInvoicingInvoice and process payments in real-timePrice BookPicture driven product & service catalogsRecurring InvoicingRecurring invoicingAuto Calculate Taxes And FeesAuto-calculated taxes, fees, and discountsMobile Payment Terminal IntegrationMobile ACH check processingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsCustomizable Invoice Line Items
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Invoice TrackingQuoting And Invoicing
Platform & Customization10features
Rename, Duplicate, and Archive OptionsRename, duplicate and archive optionsBack Office Data SyncAutomatic synchronizationDrag And Drop Form BuilderDrag-and-drop scheduling and dispatchingNear Real-Time Access to Critical InformationReal-time accounting managementData ImportAutomatic synchronizationBi-Directional Jobber IntegrationReal-Time Sync of Field Data and Financial DataReal-Time System Synchronization
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Scheduling And Dispatch IntegrationThird-Party IntegrationeSign integration
Estimating & Quoting8features
Quoting & EstimatesCreate up to 5 estimate options within a single estimateConversion of Estimates to Project BudgetsConvert estimate options into jobsProposal ManagementEstimate ManagementCustomer Facing Product Browsing and EstimatesEstimate to Job to Invoice ConversionEstimates with Online ApprovalsEstimates DashboardProfessional ProposalsCreate custom, multi-page proposals
Customer Communication8features
AI Chat ReceptionistServiceCall.ai communicationNotificationsSend automated reminders to customersSMS MessagingAutomated text notificationsPre-Appointment Texts & EmailsAutomated pre-job text notificationsCustomer and Subcontractor PortalsClient PortalCustomer web booking portalVoIP Phone SystemVoIP Phone SoftwareLive MessagingReal-time field service communication
CRM & Sales6features
CRMAccess customer notes and historyMap Based View Of TerritoryView assigned jobs on a mapAutomated Customer Touchpoints And SequencesCentralized Customer InformationLocation Intelligence and Map ViewLead ManagementCall source tracking
Reporting & Analytics5features
ReportingReportingCall TrackingCall TrackingAI Powered Call Tracking and AnalyticsAutomated Dashboards and System Status ReportsIncident Dashboard And Analytics
Mobile & Field Tools5features
Digital SignaturesPre-work and post-work signaturesJob Checklists And PhotosJob photo loggingLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentView equipment assigned to a job and its work historyTechnician Mobile AppTechnician Mobile AppMobile Task Routing and Management
Equipment & Asset Management4features
Equipment TrackingEquipment trackingCatalogue And Service Client AssetsPicture driven product & service catalogsAutomatic Filter Size Retrieval from Property Accounting SoftwareBi-directional sync with accounting softwareMap and Site Views
Accounting Integration4features
Job CostingTrack project profitabilityExpense Submission with Image RecognitionTrack expensesAccounting IntegrationQuickBooks Online integrationReal Time Job Costing Tracking Across Multiple Projects and Entities
Fleet & GPS Management2features
GPS TrackingFleet trackingIntegrated Address Mapping With DirectionsView a map and get driving directions to the customer's location
Inventory Management2features
Inventory ManagementInventory managementPicture-Driven Product and Service Catalogs
AI & Automation1feature
AI Assisted Client Communication
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).
