Salesforce Field Service vs ServiceMax
Salesforce Field Service
salesforce.com
ServiceMax
ptc.comSide by side
| Figure | Salesforce Field Service | ServiceMax |
|---|---|---|
| Price from | $80/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Plans published | 10 | 1 |
| Spec score · Field Service Management Software | 9.1 (#3) | 8.4 (#25) |
| Customer portal | Yes | Yes |
| Headquarters | San Francisco, California, United States | Boston, Massachusetts, USA |
| Integrations | The page highlights partner apps and experts including Bolt, Deloitte, ProntoForms, SightCall, and Youreka, and describes connections to ERP, CRM, and asset management data. | PTC says ServiceMax can integrate with SAP, ERP and CRM systems including Salesforce, and IoT data sources, using APIs and integration frameworks. |
| Invoicing and payments | Yes | Yes |
| Mobile app | The Android and iOS mobile app is described as offline-first and can provide access to thousands of records without an internet connection. | Technicians get a mobile app with work orders, customer information, procedures, checklists, and forms. |
| Mobile platforms | both | both |
| Offline mode | Yes | Yes |
| Recurring jobs | Yes | Yes |
| Route optimization | Yes | Scheduling considers location, skills, availability, route optimization, and job requirements. |
| Scheduling | Its scheduling and optimization engine automates workforce scheduling, reduces travel time, and helps meet service-level agreements. | Its scheduling capabilities optimize technician assignments using location, skills, real-time availability, route optimization, and job requirements. |
| Support | The Standard Success Plan is included in all licenses and provides knowledge articles, documentation, Trailhead, and the Trailblazer Community; Premier offers 24/7 support for business-stopping issues. | Existing customers can log in to the support portal to open and monitor technical support issues. |
Plans
Salesforce Field Service
- Dispatcher$175 a month
- Technician$175 a month
- Contractor Plus$80 a month
- Field Service Plus$230 a month
- Agentforce 1 Field Service$650 a month
- Contractor Plus$80 a month
- Dispatcher$2,100 a year
- Technician$2,100 a year
- Field Service Plus$2,760 a year
- Agentforce 1 Field Service$7,800 a year
In their own words
Salesforce Field Service
Salesforce Field Service manages frontline work such as repairs, inspections, and on-site services by connecting customer, asset, and operational data. Its scheduling and optimization engine automates workforce scheduling and route optimization; a dispatch console organizes employees, contractors, and robotic resources by skill or availability across territories. Work orders can be created, assigned, executed, and debriefed. Asset Service Management supports real-time tracking and preventive maintenance plans. The Android and iOS app is described as offline-first and can provide access to thousands of records without an internet connection. Customer tools include appointment scheduling and real-time updates, plus video connections with experts. Agentforce can assist with scheduling, technician briefs, troubleshooting, post-work summaries, and dispatcher exceptions. Dispatcher and Technician plans each cost $175 a month, billed annually. There is no free plan, though a free trial is listed. Field Service and Operations requires at least one Service Cloud user license, and technicians and contractors need a Dispatcher license to use scheduling.
ServiceMax
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.