Salesforce Field Service vs BuildOps

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Our analysts compared Salesforce Field Service vs BuildOps 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.

BuildOps Software Tool

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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BuildOps is a cloud-based field service management (FSM) software designed to streamline field operations. It's ideal for businesses with mobile teams, like contractors and service providers, who need to manage work orders, schedule appointments, track employee time and location, and generate reports. One of BuildOps' key benefits is its user-friendly interface and intuitive workflow. This makes it easy for both office staff and field technicians to adopt and use the software. The platform also offers features that improve field communication and collaboration, such as real-time updates, task management, and GPS tracking. BuildOps is known for its customizable dashboards and reporting capabilities, allowing businesses to track key metrics and gain insights into their field operations. Additionally, the software integrates with popular accounting and CRM systems, providing a comprehensive solution for managing field service businesses. Compared to other FSM solutions, BuildOps offers a competitive price range with different pricing tiers based on the number of users and required features. The software is available on a monthly subscription basis, making it affordable for businesses of all sizes.

Pros
  • User-friendly interface
  • Improved field communication
  • Customizable dashboards
  • Integrates with popular systems
  • Competitive price range
Cons
  • Limited reporting features
  • Occasional bugs and glitches
  • Learning curve for new users
  • Limited mobile app functionality
  • May not be suitable for large businesses
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$50/User, Monthly
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Tailored to your specific needs
$50 Monthly, Quote-based
Get a free price quote
Tailored to your specific needs
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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
Chat
FAQ
Forum
Knowledge Base
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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  • Consolidate Data: Achieve greater data visibility by keeping all crucial business information in one centralized digital location. Quickly find, edit and manage every document throughout the job cycle. 
  • Increase Revenue: Identify operational and service trends that provide the greatest ROI and areas that need improvement. Decrease time spent performing suboptimal, time-consuming processes and allow staff to focus on critical tasks. 
  • Boost Productivity: Optimize scheduling and dispatching, and assign the best tech to the job to boost productivity and improve first-time fix rate. Field and office staff have instant access to the information, documents and tools they need when they need them. 
  • Reduce Errors: Automated features and third-party application integrations prevent human error and unnecessary double-entry from impacting your bottom line. Identify and adjust scheduling or workload issues before they arise. 
  • Make Smart Business Decisions: Leverage real-time data, comprehensive reports and instant updates from the field to make well-informed, data-driven decisions. 
  • Go Mobile: The cloud-based mobile application allows technicians and office staff to access organization and job data from anywhere in the world via a desktop or mobile device. 
  • Improve the Customer Experience: Provide technicians and office staff with the information and tools to meet customer needs and expectations better. The customer portal keeps customers in the loop and up to date with their job progression. 
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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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  • Smart Scheduling & Dispatching: Schedule jobs as they come in and assign technicians based on location, skill and availability. 
    • Scheduling & Dispatching Dashboard: View all job information and technician availability on one screen. Plan appointments days, weeks and months in advance and toggle between assigned and unassigned views. 
    • Maintenance Scheduling: Schedule preventative maintenance or part replacement for equipment, vehicles and assets. 
    • Drag-and-Drop Functionality: Assign, reschedule, shorten or extend jobs with one click. 
  • Report Generation: Generate reports on any data point generated by business operations in less than a minute. Create accurate KPI snapshots using up-to-the-moment data, analyze profitability down to asset level and determine profitability per customer. 
  • Field Service App: Technicians can view work orders, gated workflows, site plans, equipment manuals and other critical job information while deployed in the field. Technicians update the office from the field and attach site photos and videos to assignments for proof of work and job history documentation. 
    • Compatibility: The app is compatible with smartphones, tablets and other mobile devices that use Android or iOS. 
  • Quote Creation: Generate accurate quotes from the office or the field using pricing and parts information from the built-in equipment catalog. Attach photos or videos directly to quotes. Instantly turn approved quotes into jobs with one click. 
    • Quote Management: Keep and track all quotes in one digital location. If a customer has yet to respond to a quote, follow up with them in real time via email. 
  • Paperless Invoicing: Built-in price books allow managers to pre-set pricing and markup rates to create accurate invoices quickly. Multiple payment options are available, such as the deposit of paper checks via photo or the integrated mobile card reader. 
  • Automatic Notifications: Automatic notifications alert technicians to new jobs, schedule changes, and job and customer updates. 
  • Accounting Integrations: Integrate with preferred or legacy accounting platforms, such as QuickBooks, Sage, Vista and Spectrum. 
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Product Ranking

#16

among all
Field Service Management Software

#83

among all
Field Service Management Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce Field Service
BuildOps
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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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User Sentiment Summary

Great User Sentiment 56 reviews
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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.

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3.9 (27)
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4.2 (16)
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4.5 (13)
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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

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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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Improves Efficiency: Streamlines workflows, optimizes scheduling, and reduces travel time, leading to increased productivity.
Enhances Communication: Facilitates real-time communication between field technicians and back office, ensuring everyone is on the same page.
Data-Driven Insights: Provides comprehensive reporting and analytics tools for informed decision making and process improvement.
Reduces Paperwork: Eliminates paperwork and automates tasks, saving time and minimizing errors.
Mobile Workforce Management: Enables technicians to access work orders, schedules, and reports on the go, boosting efficiency.
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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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Limited Reporting Features: May not offer the level of reporting customization and advanced analytics required by some businesses.
Occasional Bugs and Glitches: Users have reported experiencing occasional bugs and glitches within the platform.
Learning Curve for New Users: The interface may require some time and effort for new users to learn and become comfortable with.
Limited Mobile App Functionality: The mobile app may not offer all the features and functionalities available on the desktop version.
May Not Be Suitable for Large Businesses: The platform may not be scalable enough to meet the needs of very large businesses with complex workflows.
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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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BuildOps garners mixed reviews from users, often praised for its user-friendly interface, improved communication capabilities, and data-driven insights. One user emphasizes, "Our techs picked up the app extremely well. Love that BuildOps is constantly improving the software." This ease of use is a major draw compared to competitors, with some users finding other platforms "clunky and difficult to navigate." However, some users voice concerns about limitations in reporting and mobile app functionality. One user notes, "The reporting features could be more robust, especially for larger businesses with complex needs." Additionally, some users report occasional bugs and glitches, impacting their workflow. Despite these drawbacks, users highlight BuildOps' strengths as differentiators. One user points out, "BuildOps integrates seamlessly with our accounting system, which saves us a lot of time and effort." This seamless integration with popular business software sets BuildOps apart from some competitors that require manual data entry or complex configuration. Overall, BuildOps presents a valuable solution for field service businesses seeking a user-friendly platform with robust features to streamline workflows and improve communication. While some limitations exist, BuildOps' strengths in user experience, data insights, and integration capabilities make it a strong contender in the field service management software market, especially for smaller to mid-sized businesses.

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Screenshots

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