Simplify Operations

Payzerware is built to solve everyday challenges in order to help you run and grow your business. Schedule and dispatch with ease. View customer history, parts, equipment, and job site notes. Deliver on-time customer service with automated notifications. Access full management reporting.

Save Time with Schedule and Dispatch

Our workflow is built with the customer record at the center, when a potential service call comes in you are able to take in all the information about the customer and schedule the job using the drag-and-drop scheduler. Assign the job based on custom dispatch group and coverage zones, creating an optimized route for each technician and customer. Technicians will be notified of the new appointment through the app and can easily navigate to the job, saving time in between service calls allowing them to get to more jobs each day.

Save Money with Live Vehicle and Asset Tracking

Take advantage of data such as speeding, hard braking, cell phone distractions, and service warnings to keep both drivers and vehicles performing at their best. With our diagnostics, valuable information is captured every time your fleet is dispatched. Use it to maximize efficiency, reduce operating costs, and reward top drivers. Leverage a range of built-in utilities, such as vehicle health monitoring, navigation, tracking, and parked vehicle location.

Deliver on time, well informed customer service

Navigate to the job directly from the app and send an automated ‘on my way’ text message to keep the customer informed. Running late? There are notifications for that too. Upon arrival, technicians are able to see a complete history of the customer – installed equipment, job notes from previous visits and photos to execute the job as efficiently as possible. In order to complete the job, order parts and materials on the spot with mobile purchase orders and communicate with the back office as needed through the app.

Access Full Management Reporting

Payzerware comes equipped with multiple reports that will save you time in assessing productivity, time tracking, performance, orders, and more, gaining insight into areas of opportunity to improve and grow. Need to see part or product sales? These are there for you! You can also see product sales by user to ensure your team is selling the appropriate materials and get credit accordingly.

Improve Profits on Every Job

Ensure you are covering your costs and being profitable on every job with Payzerware’s integrated pricebooks. Create your own or use Profit Rhino by Callahan Roach’s embedded flat rate option to price effectively on service jobs. Save favorites that can be accessed quickly on mobile for the most common service jobs. The job profit report helps you quickly see product cost, labor cost, total revenue and total profits per job to analyze which job types are the most profitable for your company.

Create future jobs

Payzerware makes it simple to set-up, offer, and manage maintenance plans online or on mobile. Include the plan as a line item on proposals to increase adoption and ensure it’s being offered every time. Set up recurring payment plans on the spot to accompany the service agreement to create recurring revenue. With reporting, quickly view upcoming renewals, overdue or expired payments, and upcoming service agreement appointments. You can also set reminders to schedule the next service directly from the system.

Collect payment for the job, on the job

With just 2 clicks, technicians can convert proposals to invoices and email them directly to the homeowner for instant payment. Payment can be taken via an email or text link, swiping a credit card via a Bluetooth mobile card reader, or keying in card or bank information on the spot. Eliminate lost checks between the job and the office with mobile check imaging. Giving the customer multiple ways to pay increases the likelihood of collecting payment on the job.

Stop chasing unpaid invoices

With one, easy to use activity screen, see all accounts receivable and easily issue refunds, view batches of card or check transactions, as well as unpaid invoices. Send payment reminders with the click of a button and direct homeowners to your website to pay with the convenient website plugin. Set up recurring payment plans with ease on custom schedules. Eliminate lost invoices, proposals, or checks altogether and have all payments information at your fingertips.

Have Visibility Into Collections

Eliminate double-entry with a seamless Quickbooks Sync. Activity in Payzerware updates in real-time across all devices, for all users. Maintain control over key accounting functions with customizable permissions settings. Allow card acceptance, credits and voids, financing, recurring payments setup and more per user. View job profit reports, invoice details and employee productivity to assess payment activity in the field.

Job Photo Upload

Upload photos right from the job site using your mobile device. Save photos on the corresponding job to relate back to whenever a technician or customer support needs them.

GPS Fleet Tracking

Get 24/7 visibility into where your vehicles are at all times. Improve driving behaviors and trip history, all through our field service management app.

Payment Processing

Experience quick and easy payment processing with FusionPay. FusionPay is the all-in-one payment platform built for service contractors. Manage your finances and cash flow through a simple, unified experience with transparent pricing.

Call Tracking & Routing

ServiceCall.ai was built specifically for service contractors and combines the power of VoIP into Service Fusion. See where your new customer calls are coming from, and route your existing customers to the right teams.

Time Tracking & Payroll Reports

Our system monitors daily office activity, staff work hours, and your remote workforce, clocking in and out, and populated time-based payroll reports with regular overtime pay.

Customer Email Broadcasts

Communicate effectively with your customers by putting the right emails in front of the right people. Create distribution lists for emailing multiple customers simultaneously utilizing custom communication templates.

Document Drive

FusionDrive brings your files and cloud content together making it easy for your team to upload, share, and organize documents and folders directly within the Service Fusion platform.

Inventory Management

Manage your stock inventory using our built-in inventory system. Create multi-item purchase orders, assign them to multiple warehouses and optionally enter serial numbers for those items that need to be tracked.