ServiceMax is a cloud-based field service platform for coordinating work from scheduling and dispatch through task execution, completion reporting, and invoicing. It supports recurring jobs and route optimization. Technicians can use a mobile app to access work orders, customer details, procedures, checklists, and forms, including when offline. A customer portal lets people follow service progress, schedule appointments, and view asset data. Remote service tools include IoT data, video conferencing, augmented reality, and chat. Analytics cover technician productivity, resolution times, cost to serve, and service profitability. ServiceMax is built as a Salesforce application and connects with CRM and Service Cloud, as well as enterprise platforms such as ERP and CRM. It is available on the web and mobile, and uses TLS for authentication and encryption on Salesforce, with organization identifiers for access control. The paid service lists pricing on request; no free plan is stated. ServiceMax is based in Boston, Massachusetts, USA.
Who it is for
It suits field service organizations that need to coordinate technicians, customer access, and asset-related work. Its stated features also serve teams using Salesforce or enterprise ERP and CRM platforms.
What is good
- Technicians can access work orders and forms offline.
- Customers can track service progress through a portal.
- Supports recurring jobs and route optimization.
- Analytics cover productivity, resolution times, and service profitability.
What to know first
- It is cloud-only.
- Pricing is available on request.
- No free plan is stated.
Verdict
ServiceMax brings field work management, customer self-service, remote support, and service analytics into a cloud-only platform. Its paid pricing is available on request, and no free plan is stated.
Compared on field service management software
- Mobile platforms
- both
- Invoicing and payments
- Yes
- Offline mode
- Yes
- Route optimization
- Yes
- Customer portal
- Yes
- Recurring jobs
- Yes
