ServiceMax
by ServiceMax
Enterprise asset-centric field service management
Highlights
Capabilities
Media
www.servicemax.com
About This Product
Enterprise field service management built on Salesforce for large commercial HVAC organizations with 100+ technicians. Asset-centric workflows track entire equipment lifecycles. IoT-connected predictive maintenance and complex scheduling optimization. Acquired by PTC in 2023.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 7.4
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Features
48 features confirmed across
14categories· Showing confirmed capabilities only
Equipment & Asset Management7features
Equipment TrackingAsset and Equipment TrackingAsset ManagementInstalled base and asset lifecycle managementRemote MonitoringRemote servicePredictive MaintenancePreventive and predictive maintenanceRefrigerant Charge And Service History TrackingFull service history trackingRemote DiagnosticsIoT-enabled diagnosticsData-Driven System and Building Optimization
Scheduling & Dispatch6features
SchedulingOptimize scheduling and dispatchDispatchingDispatch ConsoleWork OrdersWork order managementProject ManagementWork execution managementScheduling OptimizationSchedule OptimizationJob Status Tracking with Time Tickers
AI & Automation6features
Automation RulesWorkflow automationAI Generated Work Order Summaries and Prioritization RecommendationsPrioritizationAI Powered OptimizationAI-powered optimizationAI Enabled InvoicingOn-site invoicingAI Driven Task Deviation Alerts and Timing AnalysisAI SupportServiceMax AI
Platform & Customization5features
Document ManagementDocument StorageScheduling And Dispatch IntegrationScheduling and dispatchingThird-Party IntegrationIntegration with existing systemsCustom TemplatesContract TemplatesBrowser ExtensionsService Board Extension
Mobile & Field Tools4features
Offline ModeOffline mobile accessMobile Web App for Service ProvidersMobile-first tools for techniciansTechnician Mobile AppMobile AccessDigital Field Data Capture with Date, Time, and Username StampsNative mobile data capture
CRM & Sales4features
CRMCustomer Relationship ManagementContract ManagementContracts, warranties, and entitlements managementCustomer and Site Data ManagementCustomer and Contract ManagementCentralized Contact Database
Customer Communication3features
Client PortalCustomer Self-Service PortalNotificationsEmail RemindersCustomer Communication ToolsMobile communication capabilities
Reporting & Analytics3features
AnalyticsAdvanced analyticsDepartmentalized Performance TrackingPerformance analyticsKPI DashboardsKPI dashboards
Technician Management3features
Entitlement Balance TrackingEntitlement ManagementCommission TrackingPerformance analyticsChecklistsTemplatized checklists
Invoicing & Payments2features
InvoicingAutomated billingPayment ProcessingPayment processing
Compliance & Safety2features
Combustion AnalysisData capture and analysisWarranty ClaimsContract and warranty management
Estimating & Quoting1feature
Design Document GenerationMobile document generation
Fleet & GPS Management1feature
GIS RoutingRoute optimization
Inventory Management1feature
Inventory ManagementInventory and Parts Management
Integrations 10 across 6 categories
Productivity 4
Box
GoFormz
GoFormz
Jira
eduMe
eduMe
CRM 2
Microsoft Dynamics 365
Microsoft Dynamics 365
Salesforce
Salesforce
Field Service 1
ServiceMax
HR & Payroll 1
Workday
Workday
eCommerce 1
Magento
Magento
GPS & Fleet 1
Verizon Connect
Verizon Connect
Pricing
- Model
- Custom
- Starting at
- Contact for pricing
- Notes
- Enterprise custom pricing. Salesforce-based. Demo required. Typically $100+/user/mo.
