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ServiceMax

by ServiceMax

Enterprise asset-centric field service management

Highlights

Capabilities

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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
8.0
Support
5.0
Value
5.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

40 features confirmed across 14categories· Showing confirmed capabilities only

Scheduling & Dispatch6features

SchedulingOptimize scheduling and dispatchWork OrdersTicketingDispatchingDispatch consoleScheduling OptimizationSchedule OptimizationJob Status Tracking with Time TickersResource Planning

Equipment & Asset Management5features

Asset ManagementInstalled base and asset lifecycle managementRemote MonitoringRemote serviceRemote DiagnosticsIoT-enabled diagnosticsData-Driven System and Building OptimizationPredictive MaintenancePreventive and predictive maintenance

Reporting & Analytics4features

AnalyticsAdvanced analyticsReportingReporting toolsDepartmentalized Performance TrackingKPI Dashboards

CRM & Sales4features

CRMCustomer self-service and engagementContract ManagementContracts, warranties, and entitlements managementCentralized Contact DatabaseMaintenance Agreement ManagerService flow managers

AI & Automation4features

Automation RulesWorkflow automationAI Powered OptimizationAI-powered optimizationAI Driven Task Deviation Alerts and Timing AnalysisAI SupportServiceMax AI

Mobile & Field Tools3features

Offline ModeOffline supportMobile Web App for Service ProvidersGated Work Sequences

Technician Management3features

Commission TrackingPerformance analyticsEmployee Performance TrackingChecklistsTemplatized checklists

Platform & Customization3features

Third-Party IntegrationIoT data integration for remote serviceDocument ManagementSmart Document GenerationBrowser ExtensionsService Board Extension

Invoicing & Payments2features

InvoicingInvoicingDynamic Pricing Rules

Customer Communication2features

Client PortalCustomer self-service portalNotificationsPush and SMS notifications

Estimating & Quoting1feature

Design Document Generation

Fleet & GPS Management1feature

GIS RoutingRoute optimization

Inventory Management1feature

Inventory ManagementInventory Management

Compliance & Safety1feature

Warranty ClaimsContract and warranty management

Integrations 4 across 3 categories

Productivity 2
Box
Jira
CRM 1
Salesforce

Salesforce

Field Service 1
ServiceMax

Pricing

Model
Custom
Starting at
Contact for pricing
Notes
Enterprise custom pricing. Salesforce-based. Demo required. Typically $100+/user/mo.

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