Service Fusion Subscription and Billing Account Overview

Service Fusion Subscription Billing Cycle:  

As a valued customer, you can take advantage of our exclusive discount options by switching to a longer billing cycle.  By updating your billing frequency cycle, you will not only avoid the upcoming price increase, but also save more with our tiered discount structure:

• Monthly Billing – No discount available
• Quarterly Billing – Save 5%
• Semi-Annual Billing – Save 10%
• Annual Billing – Save 15%

Choose a longer billing cycle to maximize your savings.  The price increase will apply at your next renewal. Switch to a longer billing cycle now and keep enjoying today’s lower rate longer. To update your billing cycle and secure the current pricing along with the discount, submit this request by emailing us at [e-mail], making sure to include your Company ID and preferred billing cycle. To allow sufficient time for processing and to avoid the upcoming price adjustment, please ensure your request is submitted no later than July 25, 2025.

Updating the Credit Card on File

Upgrading your Service Fusion Subscription and Adding Add-ons

Downgrading your Service Fusion Account

Changing Company Ownership of Service Fusion Account

Requesting a W9

Invoice Requests

Updating the Credit Card on File for your Subscription:

We are currently only able to update credit card information via phone. Submit a call back request using the Help Bubble in the bottom right corner of any logged in Service Fusion screen.

Downgrading your Service Fusion Account:

• If the need to downgrade your Service Fusion account to a lower subscription tier occurs, please email [e-mail] with your Company Name, Company ID and the tier you would like to downgrade to.
• If you need to remove an add-on from your subscription, please email [e-mail] with your Company Name, Company ID, and which add-on you need to remove.
• If removing a GPS unit from plan, send an email to [e-mail] with your Company Name, Company ID, and include the GPS unit ID number for deactivation.

Changing Company Ownership of Service Fusion Account:

In order for our Billing Team to change the ownership of a Service Fusion account, we do require some documentation to support the change in ownership. This is for the safety of our customers, and everyone involved. The documents needed to facilitate this will be listed below. 

Please email these to [e-mail] outlining the current company name, who the current owner is, and who ownership is transferring to.

• Copy of the Bill of Sale showing ALL parties involved, and that Service Fusion is part of the assets being sold. We will need the signature page with dates to show it was completed. 
• W9 showing the new owner information, but MUST show owner name, not just company name.
• A letter from the current owner confirming the sale of the business and the Service Fusion software. This will also need to approve the transfer of all data and give us permission to switch everything over to the new owner. This will need to be done on the letterhead of the current company.
• The new owner will need to submit a callback request to update the credit card on file for the account, as well as any contact information.

LEGAL DOCUMENTS WE WILL TAKE: 

• Legal documents: The most reliable proof of ownership is usually found in official legal documents filed with the government, such as Articles of Incorporation or Articles of Organization. 

  • Internal documents: For LLCs, the Operating Agreement is a crucial internal document that details ownership percentages and rights of members. 

    • Share certificates: In corporations, stock certificates serve as proof of ownership for shareholders. 

      • Business license: While not definitive proof of ownership, a business license can be used as supporting evidence. 

        • Tax identification documents: Your business's tax identification number (EIN) on tax filings can also be considered as proof of ownership. 

Requesting a W9:

Any W9 requests will need to be emailed to [e-mail] with the Company Name included in the request.

Invoice Requests:

In order to receive detailed invoices, these requests must be emailed to [e-mail]. We do not currently have a way to send these automatically, so these requests will need to be sent in each month so our Billing Team can get these sent out. Please be sure to include the Company Name.