Service Fusion Reviews
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246 Reviews for UK Users
- Industry: Construction
- Company size: 501–1,000 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
software for complete service management.
Reviewed on 11/02/2023
Service Fusion makes it tremendously easy for me to access all of my accounting and client...
Service Fusion makes it tremendously easy for me to access all of my accounting and client information when I'm on the move. Along with having good customer assistance, I can access it using the app on my phone, tablet, or work PC. As a result, I can save a ton of time.
Pros
Estimates, scheduling, online payments, a mobile application, and reporting are all included in the comprehensive software package with FSM features. With Service Fusion, you can quickly convert a task into an invoice. Out of all of them, I prefer Billing and Invoicing the most.
Cons
Because it occasionally travels very slowly, the software needs a good connection to work. in addition to the restricted number of report options that may have been increased.
Alternatives Considered
JobberReasons for Switching to Service Fusion
Software is always getting better, and it's far simpler to configure than other software on the market.Response from Service Fusion
Thank you for the review! We are so glad you are enjoying using Service Fusion.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Much Improved
Reviewed on 14/06/2022
I've been using this software for years and it has much improved over time. There are several...
I've been using this software for years and it has much improved over time. There are several add-on features like call tracking and phone automation that are very useful.
Pros
I like the ability to schedule workers, schedule payment notifications, and do job costing all from the same place.
Cons
It can be a little tricky to navigate and the custom template setup is a bit lacking.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 1.0 /10
Not reliable Servers are constantly down , very overpriced for the reliability
Reviewed on 28/09/2022
The problem is reliability of their servers. At least several times a week they go down anywhere...
The problem is reliability of their servers. At least several times a week they go down anywhere from 10 minutes to 2 hours to fix. You try running a service company when your techs cant go to the next job because the server is down. I am assured once a week that there server issues are resolved and they are not. I have been using this software for over 2 years, 6 month ago they did something because they are no longer reliable. I am paying top $ for the software . Kickserve was much more reliable and much less expensive.
Pros
As a dispatch software it does a good job
Cons
When it is working it is good , the problem in the last 6 months the server constantly goes down crippling my business
Response from Service Fusion
Ken, we understand our software's mission-critical nature and take these issues extremely seriously. I can assure you that our engineering teams are working to reduce and eliminate the risk of any similar events occurring in the future. We sincerely apologize for any inconvenience.
- Industry: Automotive
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
One of the best dispatching softwares!
Reviewed on 09/12/2021
Great all around dispatching/billing software. Intregrates well with QuickBooks for billing, all of...
Great all around dispatching/billing software. Intregrates well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing!
Pros
Very easy to implement, utiliize, training, etc. I have worked with many dispatching softwares, but this one is everything we needed with a lot of extras - dispatch zone map, heat map, customer email blasts, and the list goes on and on.
Cons
No ability to make a negative invoice or a credit memo. You can void tickets easily, but some customers must have a hard copy of a credit with a different number than their original and this cannot be done as of yet in the software.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Gilford NH
Reviewed on 01/05/2024
Generally satisfied. It's hard when we live on the east coast and your company is based in Texas,...
Generally satisfied. It's hard when we live on the east coast and your company is based in Texas, which is a different time zone and we seem to have to wait until 10 a.m. our time to get help.
Pros
You should write "do" above, not did (past tense like we are leaving you.)
What I like most about SF is it is user friendly.
Cons
Like least, that you can't hit the back button and be exactly where you were. Everything resets. When creating a job it defaults to dispatched status instead of scheduled status. We have to change it from dispatched to scheduled. Issues with estimates, have to save as pdf to get it to print on one page. Otherwise, it prints address field separate from the details. Can be slow at times, especially when using search function.
Response from Service Fusion
Thank you for your honest feedback! Please use our ideas portal to submit some of your suggestions to our product and development team. Also, our support team expanded their available hours at the beginning of the year. Support is available from 7 am - 7 pm ET.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
My Experience
Reviewed on 01/05/2024
After working with Service Fusion for 2+ years I understand that I have more to learn from it, but...
After working with Service Fusion for 2+ years I understand that I have more to learn from it, but it sure makes certain aspects of my job easier.
Pros
Outstanding customer service. Every time I have had an issue/problem, the support has been exceptional and the problem was resolved.
Cons
The accounting side can be a little confusing especially for a novice with that side of the business.
Response from Service Fusion
Our Support Team works hard to deliver best in class support to our customers. Thank you so much for the kind review.
- Industry: Restaurants
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
From Service CEO to Service Fusion
Reviewed on 30/04/2024
Pros
User friendly interface, ability to use on mobile device.
Cons
limited customizations on some features. limited ability to create specific reports for example, Can not export statements like on other platforms. Can not take payments for multiples locations at the same time if they are separate accounts.
Response from Service Fusion
Thank you for your feedback! We are currently working on improving the reporting module. We hope it solves your issues!
- Industry: Information Technology & Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Review of service fusion on my IT company
Reviewed on 06/05/2024
So far the fact that we can use the platform freely is very good we can use better reporting tools...
So far the fact that we can use the platform freely is very good we can use better reporting tools which at this time are very limited but in general the integration with the platform works pretty well
Pros
How like how we are able to manage the entire sales cycle.
Cons
We have need to integrate with other platforms the service fusion is very limited and cannot play with others So we can complement on better by adding more features. Reports are limited and complicated to use.
Response from Service Fusion
Thank you for leaving Service Fusion a review! We will begin working internally to improve reporting capabilities soon. We can't wait to release it to you!
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Keeps my business organized and running efficiently
Reviewed on 01/05/2024
Pros
We love that Service Fusion is easy for our technicians to use while in the field, giving us all of the necessary information that we need in house to submit estimates. The ease of use for our admin team is fantastic, as well. The invoicing looks great and is simple to navigate through. It ensures that we look as professional as we wish, to our customers.
Cons
Not being able to see the customer file while taking a payment. Most customers simply say "it's the same address" and it would be nice for the payment screen to be a pop-up outside of the actual file.
Response from Service Fusion
Thank you for the review! For any enhancement ideas you have, please submit them to our ideas portal!
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
easy to use, solid software, but some basic functions are missing or not working
Reviewed on 08/07/2018
Pros
We are a HVAC company and have been using Service Fusion daily for lead dispatching, quote, job dispatching. It is a solid software.
Cons
However, there is on basic functions not working. When filed worker add a new service address to an exiting customer in their mobile app, the address is not searchable anymore. This caused big problem for us, and I have been calling their customer support team many times. Everyone was polite , but my problems not solved. I suggested if they couldn't fix it in there application logic, they can create a simple SQL script to run in the backend database every night, to copy all new address to customer's profile. I couldn't see any reason why this is not doable.
I am writing a review here, hoping some one from higher level of the company can hear their customer's pain and solve the problem for me.
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Service Tech & Office friendly
Reviewed on 24/09/2020
They were super about the initial training, and have consistently tried to answer any remaining...
They were super about the initial training, and have consistently tried to answer any remaining issues. We began to be able to have our techs collect credit card payments; awesome for both office & customers!! Data from the old system transferred over, mostly without any issues. The continual updates, which are largely in response to customer/user requests is a plus. You don't always get what you want, or as fast as you want it, but they are definitely trying to meet the most important, common user needs.
Pros
Better dispatching than what we had before.
Cons
Reports aren't all that they need to be, but can download info to Excel & manipulate most data
Alternatives Considered
Titan WorkspaceReasons for Choosing Service Fusion
It was time to upgrade. At that time, Wintac/Davisware, did not offer the cloud/tech user the ability to do as much in the field. We liked the attitude of Service Fusion's salesperson (didn't promise what they didn't have, but did show us viable alternatives and talked about what was in development). Plus he was clearly knowledgeable about all aspects of the system. Also, it would integrate with our Quickbooks software.Reasons for Switching to Service Fusion
It was less costly, communicated with Quickbooks, and offered what we were looking for.- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Another Broken Software With Crappy Back-End Support
Reviewed on 23/07/2019
Mostly negative. Its been really rough for us trying to build and grow our company using this...
Mostly negative. Its been really rough for us trying to build and grow our company using this platform because there have been so many problems with the functionality of key workflows processes. The software is heavily marketed as a POS option for HVAC, Electrical, & Plumbing Companies but based on our experience it not able to handle their processes effectively and there is no fix in sight. It's extremely lacking in several key areas and service fusion management doesn't seem to care at all about the issues we have reported. We would highly recommend you steer clear of this company until they get their act together
Pros
It customizable and pretty user-friendly
Cons
The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done. Customer service reps just say that they will pass the issue onto the developers but then nothing ever happens. V2 just keeps getting promised as the fix-all, but somehow how I doubt it's going to be without major issues itself
- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Domination Review
Reviewed on 01/05/2024
Pros
having dispatch screen and calendar view. Seeing each visit and being able to assign multiple techs.
Cons
invoicing can be complicated when you change to progress billing.
the app is not the most functional to use.
Reasons for Choosing Service Fusion
Needed a CRM with a dispatch screen to keep better track of each techs scheduleSwitched From
JobberReasons for Switching to Service Fusion
was a cheaper price compared to service titan. Housecall Pro was not very good for keeping track of longer jobs.Response from Service Fusion
We are happy to hear the dispatch screen and calendar view has been beneficial for your business!
- Industry: Consumer Goods
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 3.0 /10
Hands on use of Service Fusion
Reviewed on 01/05/2024
Overall, very pleased. Anytime I have ever reached out to SF for assistance, it has been a good...
Overall, very pleased. Anytime I have ever reached out to SF for assistance, it has been a good experience.
Pros
I like that we can sync alot of stuff into Quickbooks. I know there is more that can be done but I have only been here 1 year so I am working on more critical things and then hope to learn more.
Cons
Inconsistency of syncing invoices and payments so that they match up
Response from Service Fusion
Thank you for leaving us a review! Don't forget to check out our Knowledge Base for thousands of articles written for professionals by professionals to help you learn the software more.
- Industry: Food & Beverages
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Beware of the payment processor
Reviewed on 14/11/2022
System is great. Payment processor is terrible and unresponsive.
System is great. Payment processor is terrible and unresponsive.
Pros
Scheduling / dispatching / ease of use and tracking all service work
Cons
Payment processor support is terrible and unresponsive. Said they had to check our account for 'fraud' and have been holding all of our payments for over two weeks with no response as to why or what the timeline will be.
Alternatives Considered
WorkizReasons for Choosing Service Fusion
To consolidate invoicing/scheduling/inventory management/paymentsSwitched From
Square PaymentsReasons for Switching to Service Fusion
Fits our needs better.Response from Service Fusion
We are so sorry for the troubles you have gone through. We will have someone from our team reach out to you to verify your issue was resolved.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Software does not SYNC to quickbooks, it PUSHES data to quickbooks. No return data.
Reviewed on 20/02/2020
The sales process was great, no surprise there. Maybe give some of that commission to the devs so...
The sales process was great, no surprise there. Maybe give some of that commission to the devs so you guys can catch up with everyone else.
Pros
They have the right idea and it's close to being a good software.
Cons
They claim (falsely) that they "sync" with QB. In reality, they only push data to quickbooks.
In our situation, we deposit checks from clients and that data is pulled automatically in QB. Service Fusion does not record the payment automatically so we must go in and apply the payment to the invoice in question.
When we return to QB, there is a double transaction from their high-tech "syncing" that cannot be removed. This results in a vastly inaccurate balance in QB.
If you call them for assistance, they basically tell you to stop syncing to QB.
So in conclusion, you can track either track finances with QB or service fusion but never both. You'll either have outstanding invoices in SF (which will email your customers telling them they're past due) or you can have totally screwed math in QB and never push invoices there.
This is not a system - more like a band-aid.
- Industry: Environmental Services
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Interested in your money not your loyalty as a customer.
Reviewed on 03/10/2023
I asked very specific questions during the demo. I knew exactly what I needed and wanted in a...
I asked very specific questions during the demo. I knew exactly what I needed and wanted in a software. I was told that their system syncs with chart of accounts in Quickbooks Online. It does not. They will not issue a refund even though I was told that their cost codes would sync with our accounts in Quickbooks. I specifically asked that question because I knew it was a deal breaker for us. I was assured that it synced easily. They do not offer a free trial and do not offer you a refund even when their sales reps lie. They also took several weeks to cancel my account after emailing and calling. I know the price seems good, but you get what you pay for.
Pros
Scheduling and Project management. It had a lot of potential. I would have rated this much higher if the company had honest practices.
Cons
Syncs to only one income account in Quickbooks. If you have more than one income account, your cost codes will not sync over. Although they told me everything syncs over in their sales pitch.
Response from Service Fusion
Thank you so much for your feedback. We will work with our sales team to be sure accurate information is always being shared.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Useful Data Points Increase Profits
Reviewed on 01/03/2023
We wanted an all-in-one cloud-based CRM that would allow our field techs and office staff to...
We wanted an all-in-one cloud-based CRM that would allow our field techs and office staff to effectively capture information, book appointments, review workflows, get driving directions, build invoices, take photos and collect/document payments. Service Fusion has been a lifesaver and changed how efficiently we can do all this, while collecting key data points that can later be used to generate actionable reports.
Pros
The ability to generate reports and review metrics in a single click has allowed us insights into the most profitable and least beneficial areas of our business, allowing us to streamline our business model and maximize our bottom line. We have received multiple compliments from customers about the excellent communication from our business (appointment reminders via call or text) and being able to pull up job history on a client is worth its weight in gold.
Cons
Not having a home button in the app that takes you back to the main screen can result in lost time due to extra clicks. We have found it is sometimes faster to close and reboot the application. Also, when we signed up, we double-checked that we would be able to use a 3rd party credit-card processing vendor and were assured this would always be the case. Now we are being forced to integrate all our payment processing through Service Fusion. If the fees to process payment go up (as all things do) this would certainly frustrate our business and dampen my enthusiasm to recommend SF to other business owners/managers.
Response from Service Fusion
We appreciate your feedback. We are happy to hear our software is helping your business become more profitable and streamlined.
In order to navigate back to the home screen, you can utilize the back button until you reach the home screen. Sending this into the product and develop team to be a possible future enhancement.
With FusionPay, we will match your current rate. Our team would be happy to discuss the benefits of using FusionPay any time.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Easy to use, and Optimal Customer Service
Reviewed on 27/02/2023
I just started using Service fusion 8 months ago, at first I was scared I would mess up the whole...
I just started using Service fusion 8 months ago, at first I was scared I would mess up the whole process of customers and scheduling my technicians. But Service Fusion has proven over and over again their product is easy to use, implement, and there really isn't much that you can't "undo" if you make a mistake. If I can't figure out how to do something all I have to do is contact customer service and they walk me through step by step!
Pros
The easy of use for this product is amazing! If I think there might be a better way to do a task, I can always reach out to Customer care and they are fabulous in trouble shooting my ideas.
Cons
The only drawback is when there are more than on tech on a job, the real time data is not available on the calendar home page.
Alternatives Considered
Housecall ProReasons for Switching to Service Fusion
The ease of use and the costResponse from Service Fusion
Your feedback is valued! Thank you for taking time to leave us a review.
- Industry: Security & Investigations
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Member or owner
Reviewed on 30/04/2024
There is really no excuse that your service goes down. Also getting our text numbers back to our...
There is really no excuse that your service goes down. Also getting our text numbers back to our main number not a 888 number still is a problem.
Pros
It works
Cons
When your service go down.
Response from Service Fusion
Thank you for taking the time to give us your honest feedback. We are actively working to improve the stability of our software as well as the portal for registering your original phone numbers to be able to make the switch back.
- Industry: Construction
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Raving Fan
Reviewed on 21/02/2023
The customer service is outstanding. They are quick to walk me through to solutions.
The customer service is outstanding. They are quick to walk me through to solutions.
Pros
It is a wonderful platform. This is my third platform from similar companies. All of the others have invoicing, calendar, etc. ServiceFusion is special. I use the VOIP phone feature, the data in Reports, accounting tab, and all the color coded dashboards. It is a great, great platform to run a business. If a prospect wants to just keep track of his jobs, there are less expensive options. But if a prospect wants to run a business, SF is a great solution.
Cons
It was very difficult to launch SF. The great thing about SF is it is highly customizable. The bad thing is that it is very customizable. It was very hard to get all the communication, forms, colors, etc set-up. Housecall took 1/10 the time to set-up. But now that it is set-up, I love, love SF.
Response from Service Fusion
Your raving review is much appreciated! Thank you for your feedback.
- Industry: Consumer Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Managing Member
Reviewed on 13/01/2023
Up until December 2022 and January 2023 it was a 5 star experience. If you plan to process credit...
Up until December 2022 and January 2023 it was a 5 star experience. If you plan to process credit card transactions, there is a possibility that you may be dissatisfied with that part of the platform. We are currently working through a solution or could consider finding another platform.
Pros
The program platform is very good to excellent for the HVAC industry, especially when we compared the platform more than 2 years ago to other platforms.
Cons
At the end of the 2022 fiscal year, Service Fusion changed its gateway process for credit card transactions and we are no longer allowed to use the credit card processing company we had used for several years. The research being asked by what is appears to be a 3rd party vendor is very comprehensive. Because we did not provide information, they held up an $8,000 transaction and shared they would not process payment to us either for 90+ days or until we provide information.
- Industry: Consumer Electronics
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 2.0 /10
Handles a lot but too many bugs
Reviewed on 20/02/2017
This is a complex program. I strongly recommend the training videos. Things do not seem to work as...
This is a complex program. I strongly recommend the training videos. Things do not seem to work as expected. This program is way too much for a one person shop. Be wary of glitches. Estimates and payments are sorted by day - all months and years are mixed together. Deposits get lost in Quickbooks online causing accounting issues that need to be tracked down and fixed. Estimates that are given to customers are not easy to track down - you need to look for them by global search. It is difficult to find estimates except through the estimate dashboard. I never got the parts part to work - it requires entering parts to the program, then to the supplier then... I could not use it. I don't have enough time in the day to do all the entering. Very slow on a network. Use a fast computer. If your internet goes down, you are stuck. You cannot get your data back. You are stuck with it.
Pros
Handles almost any part of a service shop you can ever require. Handles things I never thought of.
Cons
Very complex interface. Some important details are always off screen, like tax settings for customers. The remote app has glitches and may not work as expected - I am experiencing issues with parent customers. It is hard to follow the status relationship automatics when creating an estimate, then a job and then an invoice. Payments and deposits often get lost in Quickbooks even when Service Fusion says everything updated correctly.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
This changed my LIFE
Reviewed on 17/10/2020
I just love this software. Everything has been so easy to use and so easy to create new jobs.
I just love this software. Everything has been so easy to use and so easy to create new jobs.
Pros
User friendly interface! I really love how it communicates with clients when tech changes his status.
Cons
Limitations on phone app. I really wish the interface on the App had more functionality and more customizable settings.
Alternatives Considered
Rev.io BillingReasons for Switching to Service Fusion
PRICING was more affordable.- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
One major accounting flaw
Reviewed on 07/04/2018
Pros
One of the most feature-rich software platforms we came across in our vetting process. The ability to close-out a job, but leave a task open to do at a later time would have made this the best software we found. GPS tracking was nice in theory, but did not work correctly on iOS devices.
Cons
The software is unable to do 3rd party billing to more than one parent company. All other software we ran across was able to do this. During the sales process, the salesperson guaranteed us that their software had the ability to bill any 3rd party.. what he didn't say is that it permanently locks that account to a single parent.. and any changes affects any other open jobs with the same customer. 3 months of wasted time.
Response from Service Fusion
Hi Jim,
Thank You for the complimentary nature of your review and the 4-5 stars across the board; however, to help avoid confusion among prospective readers, I would like to clarify one important thing.
What you referred to as an accounting flaw has actually nothing to do with accounting, per se. More specifically, it is WHO the invoice goes to versus HOW MUCH the invoice is for.
While our parent > sub-customer logic is identical to that of QuickBooks, we do understand that your specific needs are a bit different. I apologize that this critical detail was missed or misunderstood in the sales process as well as earlier in your on-boarding process.
As for being able to close out jobs while leaving tasks open, this can be very easily accomplished with the additional site visit feature.
Thank You again and we look forward to possibly welcoming you back on board one day!
Max @ Service Fusion