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

Jobber vs ServiceMax

Last Updated: November 18th, 2024

Our analysts compared Jobber 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.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots

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Product Basics

Jobber is a field service management (FSM) solution designed for small businesses with under 50 employees. Tools like automated follow-up texts and emails, and route optimization, help field service technicians overcome common challenges like missed follow-ups and delays caused by traffic.

It's ideal for teams that want to improve their customer communication and satisfaction with on-the-way texts, job notes, saved payment methods and flexible scheduling. Key benefits include simplifying job management by automatically converting quotes into jobs (and then generating invoices), managing project expenses, streamlining payments and tracking employee time. Plus, it’s available in Spanish.

User reviews praise how easy it is to get started on the app, even without technical knowledge and how visually simple the design is to find what you need, from timesheets to schedules. In contrast, some users have experienced app slowness and lengthy wait times for customer support.

Pricing is broken into monthly or annual plans. It varies depending on the number of users and features:

1 user: $19/mo
Up to 5 users: $89/mo
Up to 15 users: $149/mo
Individual users can be added to any package for $29/mo

There's also a free trial for 14 days that doesn't require a credit card.

Pros

User-friendly platform
Easy Scheduling
Mobile-friendly
Friendly customer support
Easy invoicing and payments
Detailed reports and client histories

Cons

Limited customization
Time tracking only available on select plans
Requires internet connection
Limited integrations
Slow customer support response time

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.

$19 Monthly, single user

Free Trial is available →

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Tailored to your specific needs

$59/User, Monthly

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Tailored to your specific needs

Small

Medium

Large

Small

Medium

Large

Windows

Mac

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Android

Chromebook

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Mac

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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

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Phone

Chat

FAQ

Forum

Knowledge Base

24/7 Live Support

Product Insights

Simplify Job Management: Better handle your quotes, schedules, invoices and payments. Cut out redundant entries and errors by entering information once and seamlessly converting it from quote to job to invoice automatically. Attach notes.
Improve Client Relationships: Access client, job and billing details anytime, anywhere, enabling quicker answers to common questions and seamless information retrieval. Keep previous client info handy, including past quotes, jobs, invoices and billing history. Reduce no-shows with booking alerts and customer email confirmations.
Monitor Expenses: Manage project costs remotely by uploading receipts and ensuring timely record updates for purchased materials.
Streamline Payments: Streamline recurring work payments by automatically generating and charging invoices for completed jobs and using your client's saved credit card information.
Integrations:Handle payments and card details directly through Jobber Payments, or use available integrations with Square, Paypal Express and Stripe.
Track Time: Clock in and out on the go, leading to more accurate timesheets and payroll. You can also opt to track your employees' time with location timers automatically. GPS tracking additionally helps assign any last-minute jobs to the closest available technician.
Work On-the-Go: Coordinate with field staff, facilitate job updates, invoice creation and collecting payments in the field with iOS and Android apps.
Foster Improvements: Strengthen customer relationships and enhance performance by following each job with a thank-you and feedback survey to identify top team members and discover key insights for improving future jobs.

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

Scheduling: Jobber automatically schedules jobs based on your preferences, including service descriptions, estimated prices and time durations. Save time by empowering customers to book appointments online. Facilitate better employee schedule management by specifying the earliest availability and buffer times.
Dispatching and Route Planning: Assign last-minute jobs to the nearest team member, reducing wait times and increasing fuel efficiency. After selecting your starting point, Jobber maps out the most efficient routes with GPS tracking. Stay in the loop with instant notifications and turn-by-turn directions for new jobs or cancellations.
Centralized Information: View on-site instructions, required job forms and checklists to avoid missed steps and ensure effective job completions. Add notes, photos and files to client profiles for future reference and to help build better customer support. Access salary guides to stay on top of current data by state, experience level and job title.
Calendar: Reschedule or reassign jobs with the handy drag-and-drop feature. Choose from five views and use color coding to organize and personalize your tasks.
Invoicing: Compile multiple jobs, then generate and send invoices with a few simple clicks via batch invoicing. Digital invoices are available to send via text or email. Personalize invoices with your branding, contact info and disclaimer. Reduce late or missed invoices with prompts for when it's time to send invoices, either after a visit, completed job or monthly. Send customers email or text follow-ups automatically to remind them of any outstanding invoices.
Payments: Enable online invoice payments that deposit into bank accounts within minutes, including on weekends and holidays, to help your employees get paid faster than with traditional checks. Manage customer relationships with access to previous quotes, job details and billing history.
QuickBooks Integration: Reduce double-entrees and streamline accounting with QuickBooks. Keep all data related to customers, timesheets, invoices and payments up to date.
Time Tracking: Track your time with the flexibility to clock in and out from anywhere. Ensure accurate invoicing and timesheets with automatic time tracking via location timers. Enable time-tracking reminders when workers approach job sites or client homes by setting location timers to reminder mode and start or stop timers with a simple tap.
Expense Tracking: Record expense dates, amounts and employee info. Use pre-built expense reports to simplify filtering, view payroll expenses and categorize them to identify spending patterns for planning future jobs. Capture and add receipt photos to your expense log on the mobile app. Reduce errors by automating reimbursable expenses and marking them as paid.
Team Permissions: Add, deactivate and edit users. Set up permission levels based on roles, including limited worker, worker, dispatcher, manager and admin to control data access. Customize user permissions settings to fit your needs.
Client Manager: Ensure your customer's info is always up-to-date with customizable client profiles. Access key details from the office or on the road, including job histories and communication histories like previous texts and emails.
Online Booking: Empower customers to book appointments online, including through social media. They can fill out a form for services they need, preferred time and date, and from there, jobs show up on your schedule. Set limits on service areas near you, your availability and the maximum distance you'll cover between appointments. Managers can also assign jobs to specific team members.
Job Forms: Streamline your work by completing job forms and uploading on-site photos for record-keeping. The app also guides you through every step of your workflow, including job instructions, checklists and customer follow-ups.
Client Hub: Provide clients with a self-serve portal for sending online work requests and checking, changing and approving quotes. Clients can track appointment details, pay invoices, add tips and share feedback via surveys.
Automated Communication: Reduce no-shows and frustration from miscommunication with customizable on-my-way texts and automated reminders and follow-ups. Templates are available to ensure your customer emails and texts are always prompt and professional.
Quote Management: Create professional, branded, customizable quotes right from your mobile device. Send quotes by email and text message. Clients can remotely view and approve quotes. Get notified when customers view quotes and automate follow-up emails or texts for unanswered quotes.
Credit Card Processing: Facilitate payments in-person or online for one-off jobs and automatically charge customers' saved cards for recurring jobs. For U.S. clients, there's also a Jobber card reader for in-person credit and debit card payments. The processing fee starts at 2.9% (and 30¢ per transaction).
Task Automation: Integrate with Zapier to automate routine tasks and foster a more seamless workflow with 1500+ web apps, including welcome emails via Gmail and getting feedback with SurveyMonkey.
Email and Postcard Marketing: Connect your client list with your Mailchimp account and streamline sending everyone emails and postcards (also helping reduce duplicate or missed messages from manually reaching out). Get assistance with marketing your services and reach new customer prospects via Facebook and Instagram ads.
Booking Assistance: With Google's Local Services Ads, new and potential customers can schedule appointments in your calendar through a Google search.
Reporting: Get over 20 built-in reports, including financial reports with projected incomes, transaction histories, invoice details, payroll and expenses. Export reports and automatically get them sent to your employees' inboxes.
Mobile App: Schedule jobs, create invoices and stay in the loop on schedule changes, client messages and booking requests with push notifications. Use the quick create menu to add new items and build client profiles, track expenses, and generate work requests, tasks and quotes, accessible from nearly every screen in the app to save time.
Chemical Tracking: Select your service address, specific job and the date and time to track chemicals. Add current weather conditions and additional relevant info as needed. Access a chemicals list to view all tracked chemicals and sort through your list by client, date or employee. Download reports via CSV. There's additionally a section for quick facts about chemicals. (Note: This feature is currently not available in the mobile app and is only available on select plans).
Business and Consumer Financing: Provide customers with financing options like monthly installment payments through Wisetack. Additionally, leverage Stripe to streamline secure quick payments at job sites or online.

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.

Product Ranking

#33

among all
Field Service Management Software

#4

among all
Field Service Management Software

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Analyst Rating Summary

100

Show More Show More

Customer Management

Billing and Invoicing

Work Order Management

Dispatching

Mobile Capabilities

Scheduling

Equipment and Asset Management

Inventory Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Jobber

ServiceMax

+ Add Product + Add Product

100%

63%

37%

100%

89%

11%

75%

25%

100%

71%

29%

100%

13%

87%

100%

64%

36%

100%

78%

22%

89%

11%

50%

75%

25%

71%

29%

100%

83%

17%

92%

88%

12%

88%

12%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%

45%

55%

User Sentiment Summary

91%

of users recommend this product

Jobber has a 'excellent' User Satisfaction Rating of 91% when considering 617 user reviews from 2 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.

n/a

3.7 (40)

4.53 (600)

n/a

4.2 (38)

n/a

4.4 (9)

4.75 (17)

3.4 (9)

Awards

Synopsis of User Ratings and Reviews

Getting Started: Generally, users found Jobber easy to set up and user-friendly.

Reduces Unpaid Invoices: Users found payment reminders helpful.

Customer Communication: Users enjoyed automated follow-ups for clients, reducing late responses and incomplete jobs.

Scheduling Flexibility: Users could easily add jobs and move schedules as needed, also enjoying the notes function for added transparency.

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.

Scheduling Limitations: The scheduling function left some users wanting more types to choose from, like bi-weekly or monthly.

Navigating the App: Some users experienced a learning curve when setting up payments.

Mobile App Issues: Some users experienced duplicate invoices when using the mobile app.

Customer Support Responsiveness: Some customers reported waiting days to weeks for resolution from customer support.

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.

Jobber, a popular field service management software, caters to businesses operating on the go. It’s suitable for small or medium sized teams and larger companies with dispersed technicians, though the pricing structure may be less ideal for smaller start-ups. Its standout features include online booking, automated reminders and follow-ups, scheduling, dispatching and route optimization. The software also facilitates email marketing through Mailchimp, enabling users to reach their client base effectively and even assisting in customer prospecting via Facebook and Instagram ads. Additionally, Jobber offers booking assistance through Google's Local Services Ads, allowing customers to schedule appointments directly through a Google search.The mobile app enhances flexibility by allowing users to schedule jobs, create invoices and stay updated on schedule changes, client messages and booking requests with push notifications.Users commend Jobber for its user-friendly interface, effective payment reminders and scheduling flexibility. However, some users report drawbacks, including limitations in the scheduling function, a learning curve, duplicate invoices and delays in customer support responsiveness. Additionally, Jobber is more expensive than some of its competitors.Overall, Jobber is a comprehensive FSM solution providing a range of features for efficiency and better customer communication.

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.

Screenshots

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FAQ

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