ServiceMax Features

ServiceMax

We Help You Keep the World Running

4.21/5 (39 reviews)

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Accounting
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CRM
Calendar Management
Chemical Management
Client Management
Client Portal
Communication Management
Confirmation/Reminders
Contact Database
Contract/License Management
Contractor Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
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Data Import/Export
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Document Imaging
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Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
GPS
Group Scheduling
Interaction Tracking
Inventory Control
Inventory Management
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Job Tracking
Lead Management
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Mobile Access
Mobile Alerts
Mobile App
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Multi-Location
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Payment Collection in the Field
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Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Resource Scheduling
Routing
Scheduling
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Self Service Portal
Service History
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Time Tracking
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API
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Tracking
Automated Scheduling
Bid Management
Billing & Invoicing
Budgeting/Forecasting
CRM
Calendar Management
Chemical Management
Client Management
Client Portal
Communication Management
Confirmation/Reminders
Contact Database
Contract/License Management
Contractor Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Imaging
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
GPS
Group Scheduling
Interaction Tracking
Inventory Control
Inventory Management
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Pest Activity Tracking
Pesticide Usage Tracking
Photos / Images
Preventive Maintenance
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Resource Scheduling
Routing
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Service History
Skills Tracking
Technician Management
Third Party Integrations
Time Tracking
Warranty Tracking
Work Order Creation
Work Order Management
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API
Accounting
Accounting Integration
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Appointment Management
Appointment Scheduling
Asset Tracking
Automated Scheduling
Bid Management
Billing & Invoicing
Budgeting/Forecasting
CRM
Calendar Management
Chemical Management
Client Management
Client Portal
Communication Management
Confirmation/Reminders
Contact Database
Contract/License Management
Contractor Management
Customer Database
Customer History
Customer Management
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Imaging
Drag & Drop
Electronic Payments
Electronic Signature
Email Management
Employee Management
Employee Scheduling
Equipment Tracking
Estimating
File Storage
For Commercial and/or Industrial Electrical Contractors
GPS
Group Scheduling
Interaction Tracking
Inventory Control
Inventory Management
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Lead Management
Maintenance Scheduling
Mobile Access
Mobile Alerts
Mobile App
Mobile Payments
Multi-Location
Online Booking
Online Time Clock
Payment Collection in the Field
Payment Processing
Pest Activity Tracking
Pesticide Usage Tracking
Photos / Images
Preventive Maintenance
Quotes/Estimates
Real Time Data
Real Time Reporting
Real-time Scheduling
Recurring Appointments
Resource Scheduling
Routing
Scheduling
Search/Filter
Secure Data Storage
Self Service Portal
Service History
Skills Tracking
Technician Management
Third Party Integrations
Time Tracking
Warranty Tracking
Work Order Creation
Work Order Management
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Mobile apps

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Android App


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ServiceMax Feature Reviews

25 reviewers had the following to say about ServiceMax's features:

Lori W.

Very user friendly and the options for data management is good

2018-07-17

Better access to reporting and real time updating.

Pros

I have always been happy with the great support, they are quick to respond back and always get all issues resolved in a timely manner and are patient when you are not sure what they are wanting you to do. I also like the how efficient it is to enter work orders and make adjustments to them.

Cons

The report designing has been challenging and difficult to get the info I want.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ronald C.

ServiceMax has helped us to keep our parts inventory accurate and track our customer experience

2018-07-18

Pros

For us the parts inventory control is hugely important.

Cons

Exporting to Excel and reworking the data is not a good option although it can be done.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Bill D.

ServiceMax review

2015-03-26

Pros

The ease of use, mobile workers have instant access, reporting.

Cons

Dispatch console can be slow and not as user friendly as the rest of the product.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

10/10

Recommendations to others considering ServiceMax

Quick learning curve and benefits to field staff to access from a mobile device.

Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

ServiceMax Tranforms The Field Service Experience

2018-05-21

Drive innovation Improve business process agility Improve business process outcomes Improve customer relations/service

Pros

The tool has rich functionality for scheduling, dispathing and managing work order workflows. The mobile and offline application feature is great to drive adoption with the users in the field.

Cons

The timesheet management module was not very robust and had intermittent issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Medical Devices company, 501-1000 employees)

Flexible and easy

2018-08-12

All the service activity is managed on Servicemax , with integration to the ERP.

Pros

Can make big changes in short time. Partners (community) platform is great and made a big change in our org.

Cons

The screens time load is slow.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Steven N.

ServiceMax - primary infrastructure Field Service improvement tool

2015-03-04

Pros

Intuitive design, mobile functionality, ease of use, streamline dispatching and service documentation capabilities.

Cons

The reporting functionality is solid, but it lacks some of the complex calculation capabilities used in Excel.

Rating breakdown

Ease of use
Features
Customer support

Time used: 1-2 years

Likelihood to recommend

10/10

Recommendations to others considering ServiceMax

Insure the detail needed to run your business processes are documented and considered when evaluating a Field Service Management tool.

Source: Software Advice
Helpful?   Yes   No
Read more
Mazen Z.

Field Service is more productive

2018-10-07

its a must for servicing field customers in efficient way

Pros

give a strong control on your field activities, parts and services at the end this will make your customers more satisfied

Cons

need some feature improvement to link parts and availability to the user interface and provide an accurate status monitoring

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Naveen V.

Best Software for Field Service on Salesforce Ecosystem

2016-10-24

They provide iPad, Android Application with real time data and offline capabilities, which is awesome.

Pros

Mobile Apps. Real time and Offline capabilities.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Casey P.

ServiceMax Review

2018-08-15

I was able to build custom objects in Salesforce and then leverage ServiceMax to create the functionality that allows our Service Center to easily manage the Tool Calibration process and improve regulatory compliance. This included automatic notifications when tools were due for calibration, when tools ship to and from our Service Center and the ability for Technicians to view, receive and ship Service tools from the ServiceMax mobile application.

Pros

It allows our Field Service Technicians better visibility to their workload and a one stop shop for completing service reports, ordering spare parts, visibility for upcoming preventive maintenance visits, a heads up on instrument technical updates, etc.

Cons

ServiceMax configuration needs some type of versioning or configuration tracking. It also needs an audit trail of who changed what and when.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pallavi T.

Very much helpful application

2016-10-25

Its very helpful with Contract management, Product Management.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Kelly C.

Works well but is costly

2016-12-13

We used it internally to schedule appointments and also to manage our custom objects in Salesforce. Management decided this was too costly, so we did end up switching to a cheaper option.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Frankie A.

Service Max add on for Salesforce seems to be a Lambrghini, but it takes a multitude of engineers.

2017-05-17

Exercise the brain cells and learn a another programming platform.

Pros

It has a plethora of useful gadgets and toys and seems to be a cradle to grave solution once you have the programmers behind you to help.

Cons

Difficult to program, Although it keeps all service tickets, There is no real way to see all the files that are attached to the Work Orders.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

5/10
Source: Capterra
Helpful?   Yes   No
Read more
Mahesh D.

Nice Application

2016-10-06

Easy to use by field service engineers.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathryn H.

Excellent Product & Team of Trainers

2014-11-24

ServiceMax Express is exactly what we needed to gain control of our service department.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Anthony P.

Highly Customizable Has Pros and Cons

2018-05-27

Pros

Being built on Salesforce platform means there's lots of developers available to customize the solution

Cons

Still using flash for dispatch console limits browser compatibility. The mobile for laptops application doesn't have clear release compatibility matrix.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Curtis B.

Great work flow solution

2016-11-07

Our Alberta location had used ServiceMax for a number of years, and found that it saved a lot of time on the administrative tasks such as quoting, generating work orders, and invoicing.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Desirae S.

ServiceMax

2017-02-11

They have created an innovative suite that helps field service technicians track their van stock, service calls and even parts and instruction manuals on their iPads.

Pros

Full-service suite for the field service industry.

Cons

The application is intensely complex.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering ServiceMax

It is an amazing product. Invest the time and money to have your org setup by the SerivceMax team and make sure to pay for the premium support services. They have a top-notch team of consultants and tech support folks there.

Source: Software Advice
Helpful?   Yes   No
Read more
Greg B.

Ran the service business quite nicely

2018-12-09

All in all its a good product. But when it comes to trying to back out or remove the package from Salesforce it's not a straight forward one click uninstall.

Pros

Although a little time consuming, once the set up is complete.

Cons

The only real negative point to Servicemax is the resource hunger.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
April L.

(Former User) ServiceMax will cost you more to access features.

2021-02-04

Tech support is phenomenal, they are always willing to address issues, and are always polite despite frustrations. This is a good program for those who often work remotely.

Pros

Overall initially this software appeared to work well in terms of our company size, ease of access while we worked remotely, and ensured high availability in terms of our sales platform.

Cons

The cost of the software, is not as definitive as it states. While i rate this software in mid-tier, in order to gain optimal benefits from utilizing this program, you will have to pay development fees towards the subscription fees. As a large company, this becomes costly. Moreover, gaining resources can be tricky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Jill M.

Perfect for our Field Service Engineers

2018-04-02

Pros

Tons of flexibility and they utilize the app all the time.

Cons

If you do not elect to purchase the premium support level package, you get the standard M-F 8-5 pm support. Poses challenges frequently. Be prepared to perform upgrades very routinely. You will fall out of the support window if you are not within a certain number of versions of the current.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Lisa W.

ServiceMax Suite

2015-03-26

Pros

I like that all our customer contact and service information is in one place. If I need to find something that was communicated to the customer, it's there.

Cons

At times, it can be time consuming when I went to find something specific that is connected to a specific customer especially one that has been with us for a long time and has had a fair amount of work done.

Rating breakdown

Ease of use
Features

Time used: 2+ years

Likelihood to recommend

7/10

Recommendations to others considering ServiceMax

Know your needs and be able to communicate your needs so that the software company can assist in ensuring that you are set up in the most efficient and effective way for your business.

Source: Software Advice
Helpful?   Yes   No
Read more
Bea M.

ServeSuite

2017-02-27

We have had a partial training and it is pretty difficult to gauge the functionality before using the product. The set up seemed unnecessarily detailed.

Pros

Too early to tell.

Cons

Too early to tell but the interface seems very plain.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Software Advice
Helpful?   Yes   No
Read more
Brian S.

ServiceMax Orange has been an amazing product for my small business

2014-12-03

Pros

The program is completely customizable to match my companies/customers exact needs.

Cons

We haven't run into any major problems. No complaints!

Rating breakdown

Ease of use
Features
Customer support

Likelihood to recommend

10/10

Recommendations to others considering ServiceMax

These guys have every aspect of field service covered. If you need the full package, these guys are the way to go.

Source: Software Advice
Helpful?   Yes   No
Read more
Selina F.

I work with ServiceMax daily

2015-03-26

Pros

Easy to use. Easy to train others how to use.

Cons

Sometimes can be slow. Dispatch console freezes but can be easily opened right back up.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Likelihood to recommend

10/10

Recommendations to others considering ServiceMax

I recommend this product mainly because it's easy to use. I learned how to use the system within half a day.

Source: Software Advice
Helpful?   Yes   No
Read more
Mahesh D.

Servicemax is one of the top most Field service engineering application which we can install and use

2018-02-27

Pros

Easy to configure and easy to customize on top of standard behavior.

Cons

Troubleshooting some of the issues are tough as we will not have their internal managed code and needs to depend on their customer support.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more