Service Fusion automation at a glance
| Does Service Fusion have an API? | Yes, on the Pro plan. It is a REST API without webhooks, so we check for changes on a schedule. If you are not on Pro, we work from exports. |
|---|---|
| Connects with | QuickBooks, Google Sheets, Gmail, Google Ads, Slack, Excel |
| Used by | HVAC, Plumbing, Cleaning |
| What we build | Job dashboard; Lead intake; Estimate follow-up; Invoice check |
Sound familiar?
What field service teams on Service Fusion tell us before a project starts.

- Job and revenue reports are rebuilt by hand.
- Web leads are typed in again.
- Estimates that never closed are not followed up.
- Invoices are checked against accounting by hand.
- Each crew reports differently.
What we build
Each one is a working piece you can open and check when it's done.
Estimate follow-up
Open estimates listed for a call or email after a set number of days.
n8n, Make and Zapier automationInvoice check
Invoices compared with your accounting system each week.
Google Sheets and Apps Script automationWhat we connect it to: QuickBooks, Google Sheets, Gmail, Google Ads, Slack, Excel.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Open estimate list
Example: a plumbing office gets a list of unanswered estimates every Friday.
Service Fusion, GmailExample project
Revenue by crew
Example: an owner sees weekly revenue for each crew.
Service Fusion, Google SheetsExample project
Lead to job
Example: website requests arrive as new customers with a job attached.
Website form, Service FusionNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does Service Fusion have an API?
Yes, on the Pro plan. It is a REST API without webhooks, so we check for changes on a schedule. If you are not on Pro, we work from exports.
Will this replace Service Fusion?
No. Your team keeps working there. We build the reports and connections around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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