Compare / Lode and Service Fusion
Keep Service Fusion. Improve the work around it.
Start with one task around your existing tool. Review a sample result, then confirm the records and access it needs.
Keep the work your team already manages in Service Fusion. Lode is built to take on the follow-ups, checks and coordination around those records. Start with one task and confirm the connections your account can provide.
When to add Lode
- The job is recorded but the next customer reply still needs chasing.
- Supplier messages need comparing with purchase and invoice records.
- A delivery change affects the crew plan and customer update.
Choose one of these tasks for a walkthrough. Review a sample output, then confirm which records and account permissions it needs. See how Lode runs and the operating examples.
What stays in Service Fusion
Service Fusion runs scheduling, dispatch, and invoicing for home-service contractors, with flat-rate pricing and unlimited users on every plan.
Service Fusion's scheduling, dispatch, invoicing, and customer records stay in Service Fusion. Its QuickBooks integration and its Open API stay with Service Fusion. Keep those records and daily workflows in your existing system.
Plan a workflow alongside Service Fusion
Bring one job and the messages around it to a walkthrough. We assess the records available from Service Fusion, your inbox and accounting tools. Your account administrator confirms access before any connection is planned.
Explore the tasks under what Lode runs.
What Lode is built to add
These workflow examples show the records to connect and the work your team can review. Confirm access before planning a connection.
| Task to review | Records to connect | Prepared output |
|---|---|---|
| Unbilled change work | Site notes, quoted scope, invoice records | Extra work that needs a price decision |
| Quote still open | Sent quotes and reply history | A follow-up to send, with the quote attached |
| Supplier bill check | Purchase order, bill, and delivery record | A quantity or price difference for review |
| Plan after a schedule change | Materials, crews, and customer commitments | A proposed plan and the related messages |
| Regular job check | A job question and the records needed to answer it | A repeating review with a named owner |
The API boundary
Service Fusion exposes an Open API, a REST and JSON interface secured with OAuth 2.0. It can read and create customers, jobs, estimates, invoices, products, technicians, and calendar tasks. The API is available on the Pro plan, which is the top tier. The Pro plan is about $533 a month billed annually, or $627 month to month. The API is rate limited to roughly 60 requests per minute. On the lower plans, the API is not included, and integrations fall back to Zapier or Make.
Confirm the records available through your inbox, accounting package and existing account permissions. Use those records to plan the first workflow with the Lode team.
Related workflows
The quote tracking guide covers the follow-up loop a sent quote needs. The quote follow-up guide covers the timing and message rules. Compare the other systems in the comparison hub.
Book a walkthrough
Book a walkthrough to explore one task around the tools your team already uses.
Sources
Use these sources to check the features and access available to your account.
- Service Fusion homepage, who it is for: https://www.servicefusion.com/
- Service Fusion Open API reference and plan access: https://docs.servicefusion.com/
- Service Fusion Open API endpoints and Pro plan access: https://github.com/api-evangelist/servicefusion
- Service Fusion API access and plan limits, an integrator review: https://tools.stoa.agency/tool/service-fusion
- Service Fusion pricing and the Pro plan: https://www.servicefusion.com/pricing
- Service Fusion API integration and access model, an integrator guide: https://www.integuru.com/platform-api-guides/servicefusion