Salesforce Field Service vs ServiceM8

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Our analysts compared Salesforce Field Service vs ServiceM8 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

Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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ServiceM8 is a cloud-based system that helps field service professionals minimize paperwork and manage all aspects of field activities. Some of these processes include sending quotes, scheduling jobs, tracking field staff and handling invoices, reports and on-site payments.

It opens up communication with real-time updates between field, back office and management staff as well as customers, ensuring faster services and time-efficient business operations.
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$50/User, Monthly
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Tailored to your specific needs
$29 Monthly
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Tailored to your specific needs
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Windows
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Linux
Android
Chromebook
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Cloud
On-Premise
Mobile
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Mobile

Product Assistance

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

Product Insights

  • Deletes Pen and Paper Tracking:  Get rid of archaic systems like pen-and-paper tracking with superior technology. 
  • Increases Customer Satisfaction:  Automatically match the right tech to the right job and customer based on criteria such as skill level, distance from the job and more. 
  • Tackles Critical Issues:  With powerful tracking and notification features, stay abreast of essential information such as schematics, blueprints, low item stocks, or poor condition to handle important issues. 
  • Web-Based:  Access the web-based platform-agnostic solution from any internet-connected device for easy accessibility. 
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  • Manage Invoicing Easily:  Simplify invoicing and payments. Create and share invoices from anywhere at any time, and get them processed through electronic signatures and payments. 
  • Ease of Communication:  Communicate seamlessly with technicians, staff members and customers through instant messaging, emails and notifications. 
  • Maintain Service Levels:  With quick communication, real-time updates and simplified service delivery management, maintain service levels and get repeat work from existing customers. 
  • Minimize Paperwork:  Minimize paperwork and save time by generating invoices, collecting signatures and payments electronically, as well as storing digital photos and diagrams to maintain job requirements, progress and service history. 
  • Secure Cloud Storage:  Store all user data and records in an encrypted, remote server with cloud-hosted software, and get a backup in case of system failure or incompetency. 
  • Integrations:  Leverage pre-built integrations with numerous accounting, staffing and email marketing apps, or build custom integrations through an open API and SDK and app integrators such as Workato and Zapier to create a seamless operational environment. 
  • Mobile Access:  Get a fast and reliable iOS app for communication, invoicing and job management in the field. 
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  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
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  • Job Management:  Access all job and client details anytime, anywhere. Send all the information related to an assigned job to field staff directly through the platform, eliminating the need for repeated calls. 
  • Checklists and Tasks:  Ensure that each job is completed during the first delivery service by breaking it down into smaller tasks and checklists. 
  • Technician Management:  Track and manage technicians and field staff with access to their live location, navigation and check-in at job arrival and job progress. 
  • Service History:  Record, maintain and access service history for each client along with details like order, materials used, notes, photos, emails, messages and invoices. 
  • Job Scheduling:  Drag and drop jobs onto the desired staff members and booking window or specific timings to manage advance bookings, maintenance and recurring jobs, instant dispatches and flexible jobs. Notify field staff of schedule changes instantly. 
  • Dispatch Map:  Get access to all field staff’s live location to make smart dispatch and routing decisions without calling for manual updates. 
  • Integrated Navigation:  Guide field staff to the job site through the fastest possible route in two simple clicks with integrated navigation. 
  • Job Reminders:  Send timely reminders to the allocated field staff regarding navigation and travel time to the job site so that no appointment is missed or delayed. 
  • Quote Management:  Create, manage and share quotes with customers using customizable templates. Issue multiple quote options for the customers that can be viewed and accepted online.  
  • Invoices:  Create professional invoices using pre-set templates and share them with customers via mail, text or printed media while on the job site. 
  • Payment Management:  Facilitate online and instant invoice payments through credit card, debit card and Apple Pay. 
  • Deposits and Pre-Payments:  Prompt customers to pay in advance for their bookings using cards, Google Pay, Apple Pay and Microsoft Pay. 
  • Communication Management:  Communicate directly with staff and clients via email and message services from the platform. Pre-built customizable templates also help save time and maintain a consistent tone. 
  • Activity Feed:  Utilize a live activity feed to access updates from all the jobs and service deliveries and request and share information when required. 
  • Staff Messaging:  Use built-in instant messaging for communication between the back office and field teams. 
  • Offline Access:  Enable the field teams to access and update all relevant information from the job site, even if there is no internet connectivity. Updates are synced to the system once connectivity is restored. 
  • Document and Barcode Scanning:  Use the software to auto-detect, scan and store documents in a high-resolution PNG format. Add materials to invoices through barcode scanning. 
  • Custom Forms::  Create, save and share customized forms and reports suited to a business’s requirements, using an online form editor with flexible question type options. 
  • Asset Management:  Create customer-owned assets, save them on site and generate PDF reports of all assets. 
  • 24/7 Online Booking:  Let customers request quotes or services, book services and pay in advance online any time, from anywhere. Booked jobs are synced directly to the calendar. 
  • Knowledge Sharing:  Record, save and share business expertise, tips and procedures with staff members in the form of videos and articles. 
  • Customer Feedback:  Collect feedback about service delivery and overall experience to consistently improve operations. 
  • Reports:  Get automated reports on business operations, jobs and service deliveries, activity feeds, timesheets and revenue. These reports can be further customized as required. 
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Product Ranking

#16

among all
Field Service Management Software

#18

among all
Field Service Management Software

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Analyst Rating Summary

87
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce Field Service
ServiceM8
+ 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 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 56 reviews
Excellent User Sentiment 288 reviews
83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

94%
of users recommend this product

ServiceM8 has a 'excellent' User Satisfaction Rating of 94% when considering 288 user reviews from 2 recognized software review sites.

3.9 (27)
4.3 (6)
4.2 (16)
4.7 (282)
4.5 (13)
n/a

Awards

SelectHub research analysts have evaluated Salesforce Field Service and concluded it earns best-in-class honors for Equipment and Asset Management and Scheduling.

Equipment and Asset Management Award
Scheduling Award

ServiceM8 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Cost: About 100% of the users who consider the price to be a determining factor recommend the software for its affordability.
Overall Functionality: Nearly 100% of the users who refer to the overall features and functionality agree that it's a well-rounded product with improved features being added at every update.
Ease of Use: As many as 80% of the users who talk about ease of use note that the product is user-friendly.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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Mobile App: Approximately 67% of the users who mention the mobile app find the lack of an Android app a limitation to field use.
User Interface: About 75% of the users who refer to the user interface concur that the interface is clunky and difficult to navigate.
Customization: A lack of customization proves detrimental to nearly 67% of the users who mention it.
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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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ServiceM8 is an affordable solution for field service professionals to schedule and manage their daily operations. Its ease of use and constantly improving functionality makes it a favorable solution for growing businesses. However, its user interface needs to be updated and simplified. Moreover, offering customizable solutions and an Android app for field operations are things users wish existed.

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Screenshots

Top Alternatives in Field Service Management Software


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simPRO

Workiz

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