TMI
Platform
How It Works
The Audit
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vs. Service Fusion
vs. Samsara
vs. Fleetio
vs. HubSpot
vs. Salesforce
Company
About
Field Notes
Service Fusion got you organized. But at a certain size, "organized" is not the same as "optimized." Operators running 15 or more technicians need infrastructure that thinks - not just software that tracks.
Small-to-mid HVAC and plumbing companies that need basic dispatch, scheduling, and invoicing in one place without a complex setup.
Simple service agreement tracking with recurring visit reminders - works fine when you have under 200 agreements to manage.
QuickBooks integration for teams that want accounting connected to invoicing without rebuilding their whole back office.
Companies early in their technology journey where the priority is getting dispatchers off whiteboards and onto a real system.
No real AI capabilities. Service Fusion automates reminders and scheduling rules - it does not learn from your data or reduce decisions you have to make manually.
Predictive maintenance is not in the product. It can remind you a unit is due for service. It cannot tell you which units are statistically likely to fail in the next 30 days.
Multi-trade dispatch gets complicated fast. The platform was built for single-trade shops. When you add electrical or plumbing alongside HVAC, coordination gaps appear.
Reporting is shallow. You get job counts and revenue totals. You do not get margin by technician, profit per service agreement tier, or where callbacks are concentrated.
| TMI | Service Fusion | |
|---|---|---|
| What you're buying | Custom infrastructure built for your operation | Generic FSM software you configure yourself |
| AI capabilities | Autonomous dispatch, predictive alerts, pattern recognition | Rule-based automation, basic scheduling logic |
| Predictive maintenance | Equipment-level failure prediction from service history and sensor data | Scheduled reminders only - no predictive logic |
| Multi-trade dispatch | Native support for coordinating across trades with unified scheduling | Works for single trade; multi-trade adds friction |
| Service agreement depth | Auto-schedule, auto-invoice, renewal sequences, upsell triggers | Basic agreement tracking and visit reminders |
| Reporting intelligence | Margin by tech, callback concentration, agreement profitability | Standard job and revenue reporting |
| Implementation model | We build it. You run the business. | You configure it. You maintain it. |
| Ongoing management | TMI manages the system. Updates included. | Internal ownership. Your team manages it. |
| Cost model | Audit + build investment. Not per-seat licensing. | Per-user monthly subscription |
| What grows with you | System evolves as your operation scales | You add integrations as the gaps appear |
Running 20-plus residential and light commercial accounts. Warranty callbacks are eating margin. They want to know which units are trending toward failure before the customer calls - not after. Service Fusion cannot give them that. TMI builds it in.
Added electrical or plumbing alongside core HVAC. Now running three dispatch boards, three sets of service agreements, three reporting systems that do not talk to each other. TMI builds unified infrastructure across all trades from one system.
Service Fusion plus a separate review platform, a marketing tool, a payment processor, a reporting dashboard. Each one works. None of them connect. The owner is managing the integrations instead of the business. TMI consolidates it and manages it for them.
It depends on where you are. Service Fusion works well for HVAC companies under 15 technicians that need basic dispatch and invoicing. TMI is built for operators who have outgrown that - companies running 15-plus techs, managing service agreements at scale, or needing predictive maintenance to reduce call backs and warranty repairs.
TMI goes beyond dispatch. Where Service Fusion shows you a board and lets a dispatcher move jobs around, TMI builds autonomous dispatch logic that assigns based on tech location, skill set, parts availability, and job priority. You still have override, but the system does the thinking first.
Service Fusion can send service agreement reminders - that is reactive scheduling. TMI connects to equipment data, service history, and environmental conditions to flag units likely to fail before they do. The difference is whether you are chasing breakdowns or preventing them.
Yes. TMI builds service agreement workflows that auto-schedule, auto-dispatch, auto-invoice, and auto-renew based on the contract terms you define. It goes deeper than Service Fusion's agreement module - specifically around tiered pricing, automatic upsell triggers, and renewal communication sequences.
The Audit takes one week and gives you a full infrastructure map. Build typically runs 6-10 weeks depending on complexity. Unlike a software migration, TMI is built around your operation - not a generic template you squeeze your business into.
Service Fusion charges per user per month. TMI starts with The Audit at $997, then builds a custom system. The total investment is higher than a SaaS subscription, but most operators find they can eliminate 3-5 other tools and reduce dispatcher headcount, which typically makes it less expensive within 12 months.
Yes. QuickBooks integration is standard in TMI builds for field service companies. We connect job costing, invoicing, and payroll to your existing accounting setup so you are not running parallel systems.
Service Fusion is a software product you adapt to. TMI is infrastructure built for how your company specifically runs. Service Fusion gives you tools and you manage them. TMI builds the system and continues managing it - so your team runs the business, not the software.
One week. One deliverable. A complete map of the infrastructure gaps costing you margin - and what it would take to fix them.
Start with The Audit - $997 →What happens when dispatch intelligence is built around your specific workflows.
AI systems for HVAC operations running beyond what Service Fusion was built for.
Autonomous routing that handles certifications, real-time traffic, and surge demand.
What a dedicated dispatcher costs and where the bottlenecks are.