Emailed work orders logged as jobs
PDF work orders read by AI, matched to the customer and site, and set up as draft jobs for dispatch to check.
Service Fusion integration consulting
Connect Service Fusion to the rest of your business.
Service Fusion runs scheduling, dispatch, estimates, invoicing and maintenance agreements for many HVAC, plumbing, electrical and other service contractors. We build the tools and connections around it, so paperwork, purchasing and month-end stop eating the office's week.
Keep it, then extend it
What Service Fusion does well, and where teams outgrow it.
Where Service Fusion shines
- Customers can serve themselves
- Dispatch board and field app together
- A direct connection on Pro
Where teams hit the limits
- Paperwork comes in by emailWork orders from property managers and general contractors arrive as PDFs and get typed in by hand.
- Parts and purchasing sit outsideSupplier quotes, invoices and pickups don't tie back to the job without someone matching them.
- Collections run on memoryOpen invoices past 30 days rely on someone remembering to call before they go stale.
What changes
The same week, with the connection.
Today
- The dispatcher opens each PDF work order and builds the job in Service Fusion.
- The office manager remembers who owes money only when cash gets tight.
- At month-end the bookkeeper compares Service Fusion invoices to QuickBooks line by line.
With the connection
- Work orders become draft jobs matched to customer and site. The dispatcher checks and schedules them.
- Open invoices get reminders and a pay link. The office manager sees a short list of who still owes.
- Mismatches between invoices, payments and the books are listed before close. The bookkeeper fixes those.
What we build around it
Connecting Service Fusion to the rest of your work.
Supplier invoices matched to jobs
Parts invoices read and tied to the right job and purchase order, with price differences flagged.
Past-due reminders on a schedule
Open invoices get a friendly reminder and a pay link, and the office gets a short list of who still owes.
Maintenance visits that book themselves
Agreement customers due for a visit get a reminder and times to pick from, and dispatch sees the booking.
Month-end in step with the books
Invoices, payments and credits checked against QuickBooks, with mismatches listed before you close.
Owner reports across crews
Revenue, callbacks and close rates by tech and service line in one weekly report.
How it starts
What happens after you reach out.
You work directly with a senior builder from the first call to launch, not a hand-off to a junior team. How we work
Before we start
What we need from you.
- Someone on your team with admin rights sets up our access. We walk them through it.
- You choose what the connection can see and change, and you can switch it off at any time.
- We build and test on sample data before touching live records.
- Needs Service Fusion's Pro plan.
Technical details for your IT team
Direct access needs Service Fusion's Pro plan. An admin creates client credentials under My Office, then API Credentials, or approves a connected app, and can remove either at any time (see Service Fusion's getting started guide). We use credentials tied to your account only, and test on a few records before turning a connection on for every job. On other plans we work from exports and email, or tell you when a direct connection would pay for the upgrade. If your books are in QuickBooks, see our QuickBooks page.
FAQ
Common questions.
Do we have to replace Service Fusion?
No. Service Fusion stays your system for jobs, dispatch and invoicing. We build around it and connect what it doesn't reach.
Which Service Fusion plan do we need?
A direct connection needs the Pro plan. Reading emailed work orders and building reports from exports can start on any plan.
Doesn't Service Fusion already connect to QuickBooks?
It does, and you should keep using it. Custom work is for what that sync doesn't cover, like supplier invoices, collections follow-up and month-end checks.
Are you a certified Service Fusion partner?
No. We're an independent integration consultant and development team. We build with Service Fusion's official developer tools and approved access, using the access your team grants, and we work alongside your Service Fusion admin or implementation partner rather than replacing them.
Sources
- Service Fusion Help Center: Open API integration, getting started
- Service Fusion: Developer documentation
- Service Fusion: Pricing and plans
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use Service Fusion today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.