Housecall Pro vs ServiceMax

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Our analysts compared Housecall Pro vs ServiceMax based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Housecall Pro, sometimes referred to as HCP, is a service industry and fieldwork software solution that exists both as a cloud and mobile application.

It helps users do away with pen and paper bookkeeping by streamlining essential back-office tasks. It also takes standard field service workflows and integrates them into its mobile and cloud-based applications.
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ServiceMax is an enterprise-grade solution designed for field technicians and back-office managers to help manage essential tasks such as job scheduling, inventory management, onboarding, employee routing and more. It addresses key issues in the field service industry for businesses of any size and scope.

It’s cloud-based, so it is deliverable across several platforms, including cell phones, tablets, desktop computers or embedded devices. It is designed to integrate into new or pre-existing IT infrastructures in medical, education, energy, manufacturing, mining and utilities.
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$49 Annual, monthly
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$59/User, Monthly
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
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24/7 Live Support

Product Insights

  • A Full-Featured Product: Run and streamline all aspects of a field service business with an ‘all-in-one’ product. 
  • Competitive Cost: Reduce overhead expenses and software installation fees with comparatively low priced software, starting at just $19.99 per month. 
  • Better Serves Customers: Handle a myriad of field and back-office tasks, boosting customer satisfaction and securing the user’s revenue stream in an easy and cost-effective manner. 
  • Replaces Cumbersome Back-Office Tasks: Manage cumbersome and repetitive back-office tasks such as billing, scheduling and bookkeeping at one place, reducing the need for archaic technologies like spreadsheets or pen and paper. 
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  • Replace Pen-and-Paper: Old, inefficient systems for field service management (such as pen-and-paper management) are made obsolete by management products. They can help automate tasks and take a significant load off of back-office managers. 
  • Built on Salesforce Chatter: This product takes advantage of Salesforce’s robust messaging and communication platforms. Technicians can utilize picture sharing and instant messaging features to communicate with not only each other, but with home-base officials and managers. 
  • Improve Customer Satisfaction: The software is capable of matching the right tech with the right job based on a number of factors including skill-level, location, schedule, aptitude and more. This way customers receive quick and efficient help. 
  • Net Return Customers: When customers have their needs met, they often return to a user’s business when future needs arise. Field service software helps users keep in constant communication with their customers. 
  • Run Anywhere: With a cloud-based delivery system, the app can run anywhere at anytime, even offline. Users can equip their team with a myriad of devices to help them stay focused and connected in the field. 
  • Tackle Critical Issues: The system provides rapid notifications for mission-critical issues, be it low inventory stock of a technician requiring additional services in the field. By handling critical issues before they arise or as they happen, business processes can be optimized and customer satisfaction can be bolstered 
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  • Android and iOS: Equip technicians with mobile apps that have cross-platform compatibility across iPhone and Android devices. 
  • Low Processing Rates: Process payments quickly and efficiently and pay comparatively small processing fees. The average processing fee ranges from 1.5% to 3.5% in other industries. 
  • Message Customers: Allow field technicians to send “on my way” messages, pull up customer histories, book and pay via text, with a built-in mobile communications system. 
  • Fast Customer Onboarding: Get assistance in onboarding new customers, managing accounts, handling payment, scheduling, emailing and marketing while saving up to 15 hours per week. 
  • Book Directly Online:  Enable customers to book appointments online from the business website, Facebook page, Google page and more. 
  • Website Builder: Get a free, custom website that is deeply integrated with the software. 
  • Advanced Payment Features:  Streamline money management with advanced features such as instant pay, money management, QuickBooks integrations, billing, expense cards and more. 
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  • Makes technicians 23% more productive: ServiceMax’s cloud-based delivery helps technicians and field service software increase their productivity by as much as 23%. Colloquially, recent studies show that it can also increase customer satisfaction by as much as 20%. 
  • IoT Management: The internet of things (IoT) can greatly augment the field service experience, and ServiceMax comes equipped with features to handle real-time data from IoT devices. These tools help managers and technicians to get to them before they reach a point of failure. IoT integrations can also increase service revenue by 25% and improve uptime by 12% in ServiceMax studies. 
  • Work Order Management: Leveraging a 23% productivity bump, the product’s work order management system is robust and equipped to handle work orders from numerous sources. It offers customer self-service, automated scheduling and a salesforce CRM integration to make receiving orders, scheduling techs and assessing customer data a breeze. 
  • Real-Time Scheduling and Dispatch: Scheduling and dispatching technicians is a monumental task, but with real-time scheduling, dispatch and optimization users can automate these tedious tasks. The system takes into account a number of different factors, including job location, technician skill level and prior job commitments. It can then automatically dispatch the proper tech and optimize his or her route to save time and wear on their vehicle. 
  • Mobile Technician Enablement: Field workers will never be out of sync with their back-office managers. The app can run on numerous devices and connect to home-base easily. This gives techs access to schematics, important data points, maps and tutorials. 
  • Contractor Management: With over 20% of the field service workforce predicted to be contractors by 2020, ServiceMax seamlessly integrates contractors into its payment and scheduling system, enabling a hybrid field service workforce. 
  • Built-In Analytics: The app measures a user’s bottom line and key performance indicators (KPIs). It capitalizes on metrics like SLA achievement, contract leakage, engineer utilization and many more. These metrics are then displayed in intuitive dashboards and reports. 
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Product Ranking

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#4

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Analyst Rating Summary

70
87
100
69
87
89
59
100
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Billing and Invoicing
Customer Management
Reporting and Dashboards
Work Order Management
Dispatching
Mobile Capabilities
Scheduling
Equipment and Asset Management
Inventory Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Housecall Pro
ServiceMax
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 100 87 59 55 13 75 87 33 71 81 85 69 89 100 98 95 100 88 75 100 92 89 0 25 50 75 100
100%
0%
0%
63%
0%
37%
89%
0%
11%
89%
0%
11%
50%
0%
50%
100%
0%
0%
57%
0%
43%
100%
0%
0%
0%
0%
100%
100%
0%
0%
73%
0%
27%
100%
0%
0%
89%
0%
11%
89%
0%
11%
25%
0%
75%
75%
0%
25%
71%
0%
29%
100%
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83%
0%
17%
92%
0%
8%
75%
0%
25%
88%
0%
12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
45%
0%
55%

User Sentiment Summary

Excellent User Sentiment 5185 reviews
Good User Sentiment 96 reviews
94%
of users recommend this product

Housecall Pro has a 'excellent' User Satisfaction Rating of 94% when considering 5185 user reviews from 5 recognized software review sites.

79%
of users recommend this product

ServiceMax has a 'good' User Satisfaction Rating of 79% when considering 96 user reviews from 4 recognized software review sites.

5.0 (11)
n/a
4.3 (90)
3.7 (40)
4.72 (2661)
n/a
4.7 (2420)
4.2 (38)
n/a
4.4 (9)
5.0 (3)
3.4 (9)

Awards

SelectHub research analysts have evaluated Housecall Pro and concluded it earns best-in-class honors for Billing and Invoicing. Housecall Pro stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Billing and Invoicing Award

SelectHub research analysts have evaluated ServiceMax and concluded it earns best-in-class honors for Dispatching, Mobile Capabilities and Scheduling.

Dispatching Award
Mobile Capabilities Award
Scheduling Award

Synopsis of User Ratings and Reviews

User Friendly: 100% of the users who mention ease of use recommend the software for its user-friendliness.
Customer and Tech Support: Nearly 82% of the users who talk about customer and tech support laud their promptness and friendly demeanor.
QuickBooks Integration: Seamless QuickBooks integration makes finance and accounting operations easy to manage, as noted by about 77% of the users who refer to integrations.
Scheduling and Dispatching: The ease of scheduling and dispatching streamlines logistics and service delivery for almost 90% of the users who mention the feature.
Customer Communications: More than 96% of users who talk about customer communications concur that prompt communication and regular updates improve customer satisfaction.
Implementation, Onboarding and Training: Nearly 82% of the users who mention implementation, onboarding and training were pleased with its migration assistance and user adaptation level.
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Streamlined Work Order Management: ServiceMax shines in its ability to efficiently manage work orders, encompassing scheduling, dispatch, parts logistics, and real-time updates, ensuring technicians have the necessary information at their fingertips.
Enhanced Technician Productivity: Mobile access empowers technicians with tools to view work orders, access customer information, and document service details, ultimately boosting productivity and first-time fix rates.
Improved Customer Satisfaction: Features like appointment scheduling, real-time service updates, and self-service portals contribute to a better customer experience, fostering loyalty and positive feedback.
Data-Driven Insights: ServiceMax facilitates data collection and analysis, enabling businesses to gain valuable insights into field service operations, identify trends, and make informed decisions for continuous improvement.
Scalability and Flexibility: The platform's scalability allows it to adapt to the evolving needs of businesses, accommodating growth and changing requirements with ease.
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Customization: About 80% of the users who mention a lack customized workflows and processes wish those features would be added.
Glitches: 100% of the users who refer to glitches note that the software has occasional glitches and data lags, resulting in delays and redundancy.
Reporting: Limited reporting capabilities and lack of customized reports are noted by about 57% of the users who mention the feature.
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Customization Challenges: The platform's rigidity can make tailoring it to specific workflows or unique business requirements a hurdle, especially for organizations with intricate service processes or industry-specific needs.
Usability Concerns: Navigating the interface and accessing key features can feel cumbersome due to the platform's complexity, potentially hindering user adoption and productivity, particularly for technicians in the field who require a streamlined experience.
Integration Complexities: Connecting ServiceMax with existing enterprise systems or third-party applications can pose integration challenges, requiring additional development effort or specialized expertise to ensure seamless data flow and process synchronization.
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Housecall Pro is a user-friendly solution for field service businesses to manage scheduling, dispatching and customer communications. Its seamless integration with QuickBooks also assists with finance and accounting operations, making it a well-rounded product. Similarly, its prompt customer and technical support, as well as implementation and onboarding support, are lauded by users. However, its lack of customization, limited reporting functionality and occasional data lags and glitches need more work.

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ServiceMax, a field service management software, has garnered positive feedback for its user-friendly interface, scalability to accommodate growing businesses, and adaptability to various industries. Users appreciate the comprehensive overview it provides of customers, assets, and inventory, enabling efficient management and automation of field service processes. The software's ability to track work orders in real-time, ensuring timely completion, has been a significant advantage for many businesses. Additionally, ServiceMax's mobile app empowers field technicians with access to crucial information and tools, enhancing their productivity and responsiveness. However, some users have expressed concerns about the software's cost and its limited integration capabilities with other systems. These limitations can pose challenges for businesses with complex IT ecosystems or budget constraints. Despite these drawbacks, ServiceMax remains a popular choice for companies seeking to optimize their field service operations. Its strengths in providing real-time visibility, improving technician efficiency, and enhancing customer satisfaction make it a valuable tool for businesses of all sizes. The software's ability to track key performance metrics, such as first-time fix rates and technician utilization, allows companies to identify areas for improvement and make data-driven decisions. ServiceMax is particularly well-suited for asset-centric industries, such as manufacturing, utilities, and healthcare, where managing and maintaining equipment is critical. Its features for tracking spare parts, managing work orders, and scheduling preventive maintenance align well with the needs of these industries. The software's mobile capabilities, including offline access, ensure that technicians can work effectively even in remote locations with limited connectivity. Overall, ServiceMax offers a robust and versatile solution for companies looking to streamline their field service operations and improve customer satisfaction.

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