ServiceMax
ptc.com
What it is
ServiceMax is a cloud-based field service platform for managing work from scheduling and dispatch through task execution, completion reporting and invoicing. Scheduling assigns technicians based on location, skills, availability, route optimization and job requirements. Its mobile app gives technicians work orders, customer information, procedures, checklists and forms, online or offline. The platform tracks asset health, maintenance history and service interventions. Customers can follow service progress, schedule appointments and view asset data through a portal. Remote service includes IoT data, video conferencing, augmented reality tools and chat. Analytics cover technician productivity, resolution times, cost to serve and service profitability. ServiceMax is built as a Salesforce application and can integrate with SAP, ERP and CRM systems, as well as IoT data sources, through APIs and integration frameworks. It is cloud-only and available on web and mobile. The pricing page does not provide a price; pricing is available by contacting PTC. No free plan is stated. PTC describes it as intended for asset-intensive industries and large organizations with 50 or more technicians, complex equipment and service contracts, or needs for advanced scheduling, analytics and lifecycle management.
Spec sheet
- Purpose
- ServiceMax is a cloud-based, asset-centric field service management platform that helps service teams improve technician productivity, streamline workflows, and maximize equipment uptime.Read 7 Oct 2026 · ptc.com
- Integrations
- PTC says ServiceMax can integrate with SAP, ERP and CRM systems including Salesforce, and IoT data sources, using APIs and integration frameworks.Read 7 Oct 2026 · ptc.com
- Security
- The ServiceMax Trust Center describes secure-by-design practices, encrypted data transmission using TLS, identity and access controls, penetration testing, and business continuity and disaster recovery planning.Read 7 Oct 2026 · ptc.com
- Compliance
- The Trust Center says customers can request a copy of PTC’s SOC 2 audit report.Read 7 Oct 2026 · ptc.com
- Support
- Existing customers can log in to the support portal to open and monitor technical support issues.Read 7 Oct 2026 · ptc.com
- Headquarters
- Boston, Massachusetts, USARead 23 Sep 2026 · ptc.com
- AI capabilities
- ServiceMax AI includes a natural-language assistant for technicians, automated scheduling and documentation, predictive maintenance recommendations, and real-time insights from service data and manuals.Read 7 Oct 2026 · ptc.com
- Asset lifecycle
- The platform tracks asset health, maintenance history, and service interventions to support proactive maintenance and asset performance management.Read 7 Oct 2026 · ptc.com
- Billing and refunds
- No billing terms, trial, or refund policy is stated.Read 27 Sep 2026 · ptc.com
- Case study result
- Schneider Electric eliminated 70% of paper-based processes with ServiceMax.Read 27 Sep 2026 · ptc.com
- Company position
- PTC says ServiceMax is the global leader in asset-centric field service management.Read 27 Sep 2026 · ptc.com
- Customer base
- ServiceMax partners with hundreds of industry leaders globally.Read 27 Sep 2026 · ptc.com
- Customer portal
- YesRead 21 Sep 2026 · ptc.com
- Customer self-service
- Customer tools can show service progress and asset data and support appointment scheduling.Read 7 Oct 2026 · ptc.com
- Enterprise integrations
- ServiceMax integrates with enterprise platforms such as ERP and CRM for unified data.Read 27 Sep 2026 · ptc.com
- Free tier
- No free plan or free-tier limits are stated.Read 27 Sep 2026 · ptc.com
- Invoicing and payments
- YesRead 21 Sep 2026 · ptc.com
- Mobile
- Technicians can use a mobile app to access work orders, customer information, procedures, checklists, and forms online or offline.Read 7 Oct 2026 · ptc.com
- Mobile app
- Technicians get a mobile app with work orders, customer information, procedures, checklists, and forms.Read 27 Sep 2026 · ptc.com
- Mobile platforms
- bothRead 21 Sep 2026 · ptc.com
- Offline mode
- YesRead 21 Sep 2026 · ptc.com
- Performance analytics
- Analytics cover technician productivity, resolution times, cost to serve, and service profitability.Read 27 Sep 2026 · ptc.com
- Platform type
- ServiceMax is a cloud-based software platform and cloud-only field service provider.Read 27 Sep 2026 · ptc.com
- Pricing availability
- PTC directs visitors seeking pricing information to submit a form or call its toll-free number.Read 7 Oct 2026 · ptc.com
- Recurring jobs
- YesRead 21 Sep 2026 · ptc.com
- Remote service
- Remote service supports IoT data, video conferencing, augmented reality tools, and chat.Read 27 Sep 2026 · ptc.com
- Route optimization
- Scheduling considers location, skills, availability, route optimization, and job requirements.Read 27 Sep 2026 · ptc.com
- Salesforce integration
- ServiceMax is built as a Salesforce application and integrates with CRM and Service Cloud.Read 27 Sep 2026 · ptc.com
- Scheduling
- Its scheduling capabilities optimize technician assignments using location, skills, real-time availability, route optimization, and job requirements.Read 7 Oct 2026 · ptc.com
- Security and encryption
- ServiceMax uses TLS for authentication and encryption on Salesforce, with organization identifiers for access control.Read 27 Sep 2026 · ptc.com
- Target customers
- PTC describes ServiceMax as purpose-built for asset-intensive industries and says it is ideal for large organizations with 50 or more technicians, complex equipment and service contracts, and needs for advanced scheduling, analytics, and lifecycle management.Read 7 Oct 2026 · ptc.com
- Work management
- It manages the service lifecycle from work order scheduling and dispatch through task execution, completion reporting, and invoicing.Read 7 Oct 2026 · ptc.com
Plans and prices
Strong points and limits
Strong points
- Technicians can access work orders offline.
- Scheduling considers location, skills and availability.
- Tracks asset health and maintenance history.
- Customer portal supports service tracking and appointments.
- Analytics cover productivity, resolution times and profitability.
Limits
- Cloud-only platform.
- Pricing requires contacting PTC.
- No free plan is stated.
- No trial or refund terms are stated.
Who it suits
ServiceMax is intended for asset-intensive industries and large organizations with complex equipment, service contracts or advanced scheduling needs. PTC specifically identifies organizations with 50 or more technicians as a target.
Verdict
ServiceMax combines field work management, asset records, mobile access and customer self-service for larger, asset-intensive operations. Its cloud-only model and price-by-request approach are important constraints for prospective buyers.
Where Specifiction places it
- Field Service Management Software#26 of 958.4