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IntegrationsService Fusion

Native integration

Convert more leads
into Service Fusion
work orders.

ScheduleBot captures leads, qualifies customers, and creates work orders directly in Service Fusion with zero manual data entry.

Book a Demo Already a customer? Get setup help

New work order in Service FusionCreated by ScheduleBot

CustomerLuis M. (existing customer)

Job categoryDrain cleaning

PrioritySame day

Arrival windowTue, 12–3 PM

Lead sourceGoogle Business Profile

Booked byScheduleBot 24/7 CSR, 6:47 AM

Job notesKitchen sink backing up into the dishwasher. Existing customer at the same address. Arrival window confirmed. Full call transcript attached.

Illustrative example

Secondsfrom booked to on your Service Fusion schedule

0manual data entry for your CSRs

Real timeavailability and service area sync

Mappedto your job types and setup

What syncs

Exactly what moves between ScheduleBot and Service Fusion.

ScheduleBot writes to Service Fusion

Work ordersWork orders appear in Service Fusion within seconds, ready on your dispatch grid.

EstimatesScheduleBot can create estimates your techs convert to work orders with one click.

Customer detailsCustomer details, location, and contact info sync automatically.

NotesCustomer requests and key details land on the work order.

Lead sourceSee which marketing channels drive the most booked work orders.

ScheduleBot reads from Service Fusion

Schedule availabilityBooks only into open time on your dispatch grid.

Service areasChecks coverage before offering a time.

Job categoriesMaps each request to the categories you already use.

Business rulesYour hours and booking rules.

Existing customersRecognizes returning customers to prevent duplicates.

Works across every product

One connection. Every channel books into Service Fusion.

Online SchedulingWebsite and Google bookings land in Service Fusion with a confirmed time.24/7 CSRAfter-hours and overflow calls booked into Service Fusion, with the transcript on the job.Speed to LeadLSA, Yelp, Angi, and Thumbtack leads answered and booked in seconds.OutboundTexts and calls to your existing customers that book back into Service Fusion.Web ChatWebsite chats that end in a booked job in Service Fusion, not just a lead.

Setup

We set it up. You approve it.

1Connect Service FusionWe connect ScheduleBot to your Service Fusion account with your approval.

2Map your setupJob types, business units, campaigns, and service areas, matched to how you book today.

3Set your rulesCapacity, priorities, fees, and memberships, configured with your team.

4Test and go liveWe run test bookings with you before real customers see it. Most teams are live in days.

Service Fusion FAQ

Does ScheduleBot replace my CSRs in Service Fusion?

No. It books jobs into the same system your team uses, covers after-hours and overflow, and hands off calls that need a person.

Will it double-book my techs?

No. It reads availability and service areas before offering a time, so it only books slots you can run.

Can I see which campaigns book jobs?

Yes. Lead source and campaign are written to every job, so you can report on them in Service Fusion.

What does my team see on the job?

The job type, customer details, and notes, including the conversation transcript.