Service Fusion API Guide for Contractors

One-line verdict: A short, honest API — customers, jobs, and estimates in and out — locked behind the Pro plan, with invoices nowhere in the vendor’s own list. Openness: 3 / 5 — rated 3 because Service Fusion documents a real API with OAuth credentials and a clear supported-endpoint list, but access requires the Pro plan and the list stops before invoices and payments.

The connection that works

Rung 1 — Direct connection, Pro plan only. Service Fusion’s help center is unusually plain about this: “the Service Fusion API is currently only available to Pro plan subscribers,” and you may need to upgrade to get it. Once you’re on Pro, credentials live under My Office → Developer Settings → API Credentials — a Client ID and Client Secret used with an OAuth client-credentials flow. There is a second, better pattern too: Connected Apps, where each connected app gets its own Client ID and Secret that can be revoked individually — one key per tool, exactly how it should be done.

The vendor’s own supported-endpoint list is short and specific: create a customer, a job, or an estimate, and get lists of customers, jobs, estimates, technicians, and equipment. That is the verified surface. Update and delete are not on the list, and neither are invoices or payments. No webhook catalog is documented in the vendor help we read.

Bridge apps: Service Fusion has a Zapier app, and the Pro gate applies there too — the vendor’s Zapier help article states your account must be on the Pro Plan to use the connection. Zapier triggers include New Customer, New Job, New Estimate, and New Invoice, with actions to Create Customer and Create Job. Note carefully: that New Invoice trigger is bridge evidence — it does not prove an invoices API exists, and the vendor’s API list does not include one. No Make app was found.

Can automate

• Lead and job intake — new customers, jobs, and estimates can be created automatically from your CRM, website forms, or lead sources.
• Data pulls for follow-up — customer, job, and estimate lists can be read out, so a follow-up system can see which estimates are sitting open and work the list.
• Crew and equipment visibility — technician and equipment lists are readable, enough for reporting and routing tools.
• Per-app access control — Connected Apps give each tool its own revocable credentials, so cutting off one vendor never breaks the rest.

Can’t automate

• Invoices through the API — UNVERIFIED. Invoices do not appear in the vendor’s supported-endpoint list — no read, no create. (Zapier shows a New Invoice trigger; that is bridge evidence only, not an invoices API.)
• Payments — UNVERIFIED. No payments endpoint of any kind is documented.
• Updating or deleting records through the API — UNVERIFIED. The vendor list documents create and get-list only; two-way sync claims go past the evidence.
• Instant alerts — no webhook or event catalog is documented in the vendor help, so event-driven automation rests on polling or the bridge.
• Anything at all on a non-Pro plan — the API and the Zapier connection are both Pro-gated.

Hidden gate: No Pro plan, no API — and no Zapier either. The connection only unlocks on the top plan, so the upgrade cost belongs in any automation quote you compare.

Build fit — what this platform supports well

• Speed-to-Lead — good fit on Pro: customers and jobs can be created the moment a lead lands.
• Estimate Follow-Up — workable: estimates can be created and listed, so open estimates can drive a follow-up sequence from our messaging layer.
• Missed-Call / After-Hours Capture — works on Pro: a captured call becomes a customer and a job automatically.
• Invoice Chase / AR — not on the API: invoices are UNVERIFIED, so the chase runs outside Service Fusion until the vendor documents an invoices endpoint.
• Review Engine — like every platform here, Service Fusion has no verified reviews API (its “Company Reviews” plan feature is a product feature, not an API), so the review ask runs on our system triggered by a job-completion signal.

What this means for your shop

If you’re on Service Fusion’s Pro plan, the front half of your shop — leads in, jobs created, estimates tracked — can genuinely connect. The money half can’t, on the vendor’s own documentation: no invoices, no payments. Price any automation accordingly, and if you’re not on Pro, price the upgrade in before you price the build.