Salesforce Field Service vs Pricebook Plus

Last Updated:

Our analysts compared Salesforce Field Service vs Pricebook Plus 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.
read more...

Pricebook Plus is a comprehensive software solution designed to streamline Field Service Management tasks. It excels in managing scheduling, dispatching, invoicing, and customer relationship management, making it particularly well-suited for service-based businesses such as HVAC, plumbing, and electrical services. The software's robust features include real-time job tracking, inventory management, and detailed reporting, which enhance operational efficiency and customer satisfaction.

Users appreciate the intuitive interface and the ability to customize workflows to fit specific business needs. The software's integration capabilities with other business tools further amplify its utility. Pricebook Plus stands out for its user-friendly design and the significant reduction in administrative overhead it offers. Pricing typically falls within a mid-range bracket, often based on the number of users or service calls, with options for monthly or annual payments.

Compared to similar products, Pricebook Plus is praised for its reliability and comprehensive feature set, making it a preferred choice for businesses aiming to optimize their field service operations.

read more...
$50/User, Monthly
Get a free price quote
Tailored to your specific needs
$169/User, Monthly
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
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. 
read more...
  • Increased Efficiency: Streamline scheduling and dispatching to reduce downtime and improve productivity.
  • Enhanced Customer Satisfaction: Provide real-time updates and accurate ETAs to keep customers informed and happy.
  • Improved Resource Allocation: Optimize the use of field technicians and equipment to ensure maximum utilization.
  • Accurate Billing: Automate invoicing and ensure precise billing based on actual work completed and materials used.
  • Better Compliance: Maintain adherence to industry regulations and standards through automated compliance checks.
  • Data-Driven Decisions: Utilize comprehensive analytics and reporting to make informed business decisions.
  • Reduced Operational Costs: Minimize travel time and fuel expenses by optimizing routes and schedules.
  • Enhanced Communication: Facilitate seamless communication between field technicians and office staff for better coordination.
  • Scalability: Easily scale operations to accommodate business growth without compromising service quality.
  • Real-Time Tracking: Monitor the status and location of field technicians in real-time for better oversight.
  • Inventory Management: Keep track of inventory levels and ensure that necessary parts and tools are always available.
  • Customizable Workflows: Tailor workflows to meet the specific needs of your business and improve operational efficiency.
  • Enhanced Accountability: Track technician performance and job completion rates to ensure accountability and continuous improvement.
  • Reduced Paperwork: Digitize forms and documentation to reduce manual paperwork and streamline administrative tasks.
  • Proactive Maintenance: Schedule regular maintenance tasks to prevent equipment failures and reduce downtime.
  • Customer Self-Service: Allow customers to book appointments and track service status through a user-friendly portal.
  • Integration Capabilities: Seamlessly integrate with other business systems for a unified and efficient workflow.
  • Mobile Access: Enable field technicians to access job details, update statuses, and capture signatures on the go.
  • Enhanced Safety: Implement safety protocols and ensure compliance with health and safety regulations.
  • Cost Transparency: Provide customers with clear and transparent pricing to build trust and avoid disputes.
read more...
  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
read more...
  • Comprehensive Pricebook Management: Easily manage and update pricing for all services and products in one centralized location.
  • Customizable Service Packages: Create tailored service packages to meet specific customer needs, enhancing service flexibility.
  • Real-Time Updates: Ensure all team members have access to the latest pricing and service information with instant updates.
  • Integration with Field Service Software: Seamlessly integrate with existing field service management tools to streamline operations.
  • Automated Pricing Rules: Set up automated rules for discounts, markups, and special pricing scenarios to maintain consistency.
  • Detailed Reporting and Analytics: Generate comprehensive reports to analyze pricing trends, service profitability, and customer preferences.
  • Mobile Access: Access and update the pricebook from any mobile device, ensuring field technicians have the information they need on the go.
  • Customer-Specific Pricing: Offer personalized pricing for different customer segments, enhancing customer satisfaction and loyalty.
  • Inventory Management Integration: Link with inventory systems to ensure accurate pricing based on current stock levels and availability.
  • Secure Data Management: Protect sensitive pricing information with robust security measures and user access controls.
  • Multi-Currency Support: Handle pricing in various currencies to accommodate international customers and operations.
  • Historical Data Tracking: Keep track of historical pricing changes and service adjustments for audit and analysis purposes.
  • User-Friendly Interface: Navigate and manage the pricebook with an intuitive and easy-to-use interface designed for efficiency.
  • Customer Feedback Integration: Incorporate customer feedback directly into the pricebook to refine and improve service offerings.
  • Training and Support: Access comprehensive training resources and support to ensure effective use of the software.
read more...

Product Ranking

#16

among all
Field Service Management Software

#89

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

87
we're gathering data
69
we're gathering data
76
we're gathering data
98
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce Field Service
Pricebook Plus
+ 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
75%
0%
25%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
11%
22%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
89%
0%
11%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
75%
13%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
0%
17%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

55%
0%
45%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Great User Sentiment 56 reviews
Excellent User Sentiment 4 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.

100%
of users recommend this product

Pricebook Plus has a 'excellent' User Satisfaction Rating of 100% when considering 4 user reviews from 1 recognized software review sites.

3.9 (27)
n/a
n/a
5.0 (4)
4.2 (16)
n/a
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

Pricebook Plus 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.
Show more
Easy to Use: Users find the interface intuitive and easy to navigate, even for those new to field service management software. They appreciate the straightforward setup and the ability to quickly find the information they need.
Streamlined Scheduling: Pricebook Plus helps businesses optimize their scheduling by providing a clear view of technician availability, service requests, and customer locations. This allows for efficient dispatching and reduces wasted time.
Improved Communication: The platform facilitates seamless communication between technicians, dispatchers, and customers. Users appreciate the ability to send updates, track progress, and resolve issues quickly.
Mobile-Friendly: Pricebook Plus offers a mobile app that allows technicians to access important information and complete tasks on the go. This enhances productivity and reduces reliance on desktop computers.
Reporting and Analytics: The software provides valuable insights into business performance through detailed reports and analytics. Users can track key metrics, identify areas for improvement, and make data-driven decisions.
Show more
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.
Show more
Limited Customization: Pricebook Plus doesn't allow for much flexibility in setting up pricing structures, making it difficult to accommodate unique service needs or complex pricing models. For example, if you need to offer discounts based on specific customer segments or service bundles, you might find yourself limited by the available options.
Lack of Integration: Pricebook Plus can be challenging to integrate with other systems, especially if you're using a variety of software for your field service operations. This can lead to data silos and manual workarounds, which can be time-consuming and error-prone. For instance, if you need to sync pricing data with your CRM or inventory management system, you might encounter difficulties.
Steep Learning Curve: Pricebook Plus can be complex to learn and use, especially for users who are not familiar with Salesforce. This can lead to frustration and slow adoption, particularly for field technicians who need to quickly access and understand pricing information. For example, navigating the interface and understanding the various pricing options can be a challenge for new users.
Show more

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.

Show more

User reviews suggest that Pricebook Plus is a solid choice for businesses looking for a user-friendly and affordable field service management solution. Users consistently praise the software's ease of use, particularly for creating quotes and estimates. They appreciate the intuitive interface and the ability to quickly generate proposals with multiple options, which saves them time and effort. Pricebook Plus also shines in its customer support, with users highlighting the responsiveness and helpfulness of the team. They are impressed by the team's willingness to go above and beyond to resolve issues and provide personalized assistance. This level of support is crucial for businesses that rely on their software to operate efficiently. However, some users have expressed a desire for more customization options. They would like to be able to tailor certain features to their specific needs and workflows. While Pricebook Plus offers a good range of features, it may not be the perfect fit for businesses with highly specialized requirements. Despite these minor drawbacks, Pricebook Plus is a strong contender in the field service management market. It is particularly well-suited for small to medium-sized businesses that need a reliable and affordable solution to manage their operations. The software's ease of use, robust features, and exceptional customer support make it a valuable asset for any field service business looking to streamline their processes and improve their efficiency.

Show more

Screenshots

Top Alternatives in Field Service Management Software


Dynamics 365 Field Service

FieldEdge

Housecall Pro

IFS Field Service Management

Jobber

Kickserv

mHelpDesk

Oracle Field Service

Service Fusion

ServiceMax

ServicePower

ServiceTitan

simPRO

Workiz

Related Categories

Head-to-Head Comparison

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
Table settings