Top ServiceMax Alternatives & Competitors For 2024

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Looking for alternatives to ServiceMax? Many users crave user-friendly and feature-rich solutions for tasks like Customer Management, Mobile Capabilities, and Work Order Management. Leveraging crowdsourced data from over 1,000 real Field Service Management Software selection projects based on 400+ capabilities, we present a comparison of ServiceMax to leading industry alternatives like Wintac, Dataforma, ServiceTitan, and Salesforce Field Service.

Wintac Software Tool
Dataforma Software Tool

Product Basics

ServiceMax is an enterprise-grade solution designed for field technicians and back-office managers to help manage essential tasks such as job scheduling, inventory management, onboarding, employee routing and more. It addresses key issues in the field service industry for businesses of any size and scope.

It’s cloud-based, so it is deliverable across several platforms, including cell phones, tablets, desktop computers or embedded devices. It is designed to integrate into new or pre-existing IT infrastructures in medical, education, energy, manufacturing, mining and utilities.
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Wintac is an on-premise business management tool that organizes, automates and tracks all aspects of the service industry. Combining key pieces of relevant and popular offerings in the industry, it manages everything from scheduling and dispatching, inventory management, customer information management, work order management to invoicing and accounting.

It eliminates paperwork and saves time while optimizing information and business processes for maximum productivity and optimized efficiency. Its one-time license fee makes it one of the most affordable options on the market.
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Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.
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ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications.

It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
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Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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$59
$3,145
$69.98
$398
$50
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Chromebook
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Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
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Documentation
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Live Online
Videos
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Videos
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Documentation
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Live Online
Videos
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support
Email
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24/7 Live Support
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Product Ranking

#4

among all
Field Service Management Software

#7

among all
Field Service Management Software

#8

among all
Field Service Management Software

#2

among all
Field Service Management Software

#16

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

87
we're gathering data
we're gathering data
85
87
69
we're gathering data
we're gathering data
98
69
89
we're gathering data
we're gathering data
100
76
100
we're gathering data
we're gathering data
73
98
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Dispatching
Mobile Capabilities
Scheduling
Equipment and Asset Management
Inventory Management
Billing and Invoicing
Customer Management
Dispatching
Equipment and Asset Management
Mobile Capabilities
Billing and Invoicing
Customer Management
Dispatching
Equipment and Asset Management
Mobile Capabilities
Customer Management
Billing and Invoicing
Equipment and Asset Management
Mobile Capabilities
Reporting and Dashboards
Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ServiceMax
Wintac
Dataforma
ServiceTitan
Salesforce Field Service
+ Add Product + Add Product
Billing and Invoicing Customer Management Dispatching Equipment and Asset Management Inventory Management Mobile Capabilities Reporting and Dashboards Routing Scheduling Technician and Contractor Management Work Order Management 69 89 100 98 95 100 88 75 100 92 89 98 100 73 93 86 92 92 65 86 82 83 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
63%
37%
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83%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
55%
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45%

User Sentiment Summary

Good User Sentiment 96 reviews
Great User Sentiment 701 reviews
Great User Sentiment 212 reviews
Excellent User Sentiment 208 reviews
Great User Sentiment 56 reviews
79%
of users recommend this product

ServiceMax has a 'good' User Satisfaction Rating of 79% when considering 96 user reviews from 4 recognized software review sites.

84%
of users recommend this product

Wintac has a 'great' User Satisfaction Rating of 84% when considering 701 user reviews from 2 recognized software review sites.

86%
of users recommend this product

Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites.

90%
of users recommend this product

ServiceTitan has a 'excellent' User Satisfaction Rating of 90% when considering 208 user reviews from 4 recognized software review sites.

83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

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1.0 (1)
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3.7 (40)
2.7 (11)
4.0 (4)
4.2 (45)
3.9 (27)
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4.3 (103)
4.6 (154)
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4.3 (105)
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4.5 (13)
3.4 (9)
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Awards

Dispatching Award
Mobile Capabilities Award
Scheduling Award
we're gathering data
we're gathering data
User Favorite Award
Customer Management Award
Equipment and Asset Management Award
Scheduling Award

Synopsis of User Ratings and Reviews

Streamlined Work Order Management: ServiceMax shines in its ability to efficiently manage work orders, encompassing scheduling, dispatch, parts logistics, and real-time updates, ensuring technicians have the necessary information at their fingertips.
Enhanced Technician Productivity: Mobile access empowers technicians with tools to view work orders, access customer information, and document service details, ultimately boosting productivity and first-time fix rates.
Improved Customer Satisfaction: Features like appointment scheduling, real-time service updates, and self-service portals contribute to a better customer experience, fostering loyalty and positive feedback.
Data-Driven Insights: ServiceMax facilitates data collection and analysis, enabling businesses to gain valuable insights into field service operations, identify trends, and make informed decisions for continuous improvement.
Scalability and Flexibility: The platform's scalability allows it to adapt to the evolving needs of businesses, accommodating growth and changing requirements with ease.
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Functionality: The system offers robust scheduling tools for everyday operations and keeps track of dispatches and customer databases for easy access. It is easy to navigate, manages multiple inventories and keeps track of vehicles, noted 81% of users who talked about the product’s functionality.
Cost: The product is affordable for small and growing businesses as it is offered on a flat-rate and doesn’t incur monthly charges, said nearly 75% of reviewers that talked about cost.
Invoice: Nearly 72% of users that mentioned invoicing noted that the system generates professional invoices and is good for billing purposes.
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Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.
Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.
Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.
Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.
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Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
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Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Customization Challenges: The platform's rigidity can make tailoring it to specific workflows or unique business requirements a hurdle, especially for organizations with intricate service processes or industry-specific needs.
Usability Concerns: Navigating the interface and accessing key features can feel cumbersome due to the platform's complexity, potentially hindering user adoption and productivity, particularly for technicians in the field who require a streamlined experience.
Integration Complexities: Connecting ServiceMax with existing enterprise systems or third-party applications can pose integration challenges, requiring additional development effort or specialized expertise to ensure seamless data flow and process synchronization.
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Cloud-Based: The system is not in sync with its competitors as it is only offered as an on-premise solution, which makes it difficult to access remotely, said nearly 83% of the reviewers.
CRM: Nearly 78% of users that spoke about CRM support noted that the system lacks basic CRM functionalities like lead management and tools to communicate with customers outside of the system.
Mobile App: The product doesn’t offer a mobile application to make it accessible from internet-connected devices, said nearly 74% of the reviewers who talked about its accessibility.
Reporting: Nearly 86% of users that mentioned reporting said that it is cumbersome to generate reports like lead sources, sales and service rates to extract valid data on an organization’s operations.
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Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.
Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.
Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.
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Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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ServiceMax, a field service management software, has garnered positive feedback for its user-friendly interface, scalability to accommodate growing businesses, and adaptability to various industries. Users appreciate the comprehensive overview it provides of customers, assets, and inventory, enabling efficient management and automation of field service processes. The software's ability to track work orders in real-time, ensuring timely completion, has been a significant advantage for many businesses. Additionally, ServiceMax's mobile app empowers field technicians with access to crucial information and tools, enhancing their productivity and responsiveness. However, some users have expressed concerns about the software's cost and its limited integration capabilities with other systems. These limitations can pose challenges for businesses with complex IT ecosystems or budget constraints. Despite these drawbacks, ServiceMax remains a popular choice for companies seeking to optimize their field service operations. Its strengths in providing real-time visibility, improving technician efficiency, and enhancing customer satisfaction make it a valuable tool for businesses of all sizes. The software's ability to track key performance metrics, such as first-time fix rates and technician utilization, allows companies to identify areas for improvement and make data-driven decisions. ServiceMax is particularly well-suited for asset-centric industries, such as manufacturing, utilities, and healthcare, where managing and maintaining equipment is critical. Its features for tracking spare parts, managing work orders, and scheduling preventive maintenance align well with the needs of these industries. The software's mobile capabilities, including offline access, ensure that technicians can work effectively even in remote locations with limited connectivity. Overall, ServiceMax offers a robust and versatile solution for companies looking to streamline their field service operations and improve customer satisfaction.

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Wintac offers an easy-to-use software suite that eliminates the hassle of dealing with several tools while solving everyday business management problems. It organizes inventory, customer databases and vehicles. However, the product is dated, not cloud-based and is difficult to access remotely. It has a clunky user interface, requires a steep learning curve to get acquainted to its features and doesn’t offer automatic updates. It also lacks GPS tracking, a mobile application and has sluggish customer support.

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Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

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ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable. Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart. ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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Related Categories

Top Alternatives in Field Service Management Software


Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

Jobber

Kickserv

mHelpDesk

Oracle Field Service

Salesforce Field Service

Service Fusion

ServicePower

ServiceTitan

simPRO

Workiz

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