Sage Estimating vs. Service Fusion

Sage Estimating was initially created for the construction industry and many of its current users use it to estimate buildings, but it has adapted quite well for the oil and gas industry. If the user is willing to invest the time and energy to develop and maintain their database, I can see it working for any industry. It is very easy to adjust and adapt the database as estimating methods and project designs change. As an example, our accounting department sometimes changes the way projects are reporting in our accounting software. Because I can go through our 9000 line item database in a couple of days, I am always ahead of the curve and can report my estimates in the format they require.

Incentivized

Service Fusion is a fantastic application for any business conducting fieldwork. Any instance in which you need to schedule and route agents for services (ie onsite repair services, contractors, construction, project management firms). Additionally, it could be applied to field sales representatives. As Service Fusion does have a CRM function, a structured sales organization could apply the features to track and follow up on lead generation and/or sales visits!

Incentivized

• Same format Spreadsheet
• Ability to adjust by percentages
• Ability to separate phases into categories

Incentivized

• GPS Integration for routing agents/technicians to job sites.
• Reporting, especially post-ticket completion.
• Customer Management - containing all pertinent files and information for a given customer.

Incentivized

• The program has a fairly antiquated user interface such that someone working in it may not feel like they are working with advanced software.
• Sage Estimating has absolutely no remote access capability outside running it in a Citrix/RDP environment so users have to be using a fat/full client vs. any hopes of access on a mobile device.

Incentivized

• Integrations with 3rd Party Applications - especially CRM.
• Access permissions are complicated and somewhat unnecessary.

Incentivized

It is a good product and meets all of our needs

Incentivized

Sage's support of Estimating is adequate though frankly we rarely need it. Outside of more complex operations such as upgrades and installation problems the program itself is so straightforward that we do not usually have any "issues" and questions that are more about usability can easily be answered in online forums. We trust Sage's capability to answer these questions if needed but rarely use it.

Incentivized

For our needs and after completing a valued score card SAGE has always exceeded our min. requirements

Incentivized

• Manupulation of existing data is very user friendly thanks to "Database Manager".
• A bit pricey

Incentivized

• Postive ROI.
• Streamlined scheduling process for field service calls.
• Reporting has generated a traceable trail for long-term customers, to help better serve their needs.

Incentivized