Home > Field Service Management Software > ServiceMax > ServiceMax vs ServiceM8

ServiceMax vs ServiceM8

Last Updated: November 18th, 2024

Our analysts compared ServiceMax 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.

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Product Basics

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.

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.

$59/User, Monthly

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$29 Monthly

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Chromebook

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Mobile

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Documentation

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Product Insights

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

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.

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.

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.

Product Ranking

#4

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Field Service Management Software

#18

among all
Field Service Management Software

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Analyst Rating Summary

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User Sentiment Summary

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.

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.

3.7 (40)

4.3 (6)

4.2 (38)

4.7 (282)

4.4 (9)

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3.4 (9)

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Awards

Synopsis of User Ratings and Reviews

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.

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.

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.

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.

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.

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.

Screenshots

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FAQ

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