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
Customer Reviews
Features
47 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
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
Platform & Customization4features
Document ManagementDocument StorageThird-Party IntegrationIntegration with existing systemsCustom TemplatesContract TemplatesBrowser ExtensionsService Board Extension
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 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.
