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ServiceMax vs Dataforma

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Our analysts compared ServiceMax vs Dataforma 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
ServiceMax Software Tool
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Dataforma Software Tool
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Product Basics

Analyst Rating

87 Detailed Analysis

User Sentiment

Good User Sentiment (96 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

Great User Sentiment (212 Reviews)
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.
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Dataforma is a comprehensive software solution designed to streamline operations for businesses in the field service management sector. It is particularly well-suited for companies looking to manage tasks efficiently, from scheduling and dispatching to invoicing and customer management. One of the key benefits of Dataforma is its ability to centralize data, making it easier for businesses to access and analyze information, leading to improved decision-making. Its popular features include work order management, project tracking, and mobile access, which enhances field communication and productivity. When compared to similar products, users often highlight Dataforma's user-friendly interface and robust customer support as distinguishing factors. Pricing considerations for Dataforma typically involve a subscription model, which may vary based on the number of users and the specific features required by the business, making it a flexible option for companies of different sizes.
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$59/User, Monthly
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$69.99/User, Monthly
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Product Assistance

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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 
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  • Enhanced Productivity: Organizes all aspects of business like work orders, documentation, invoicing and more. Focus on getting work done and increasing productivity on tasks that matter. 
  • Cost Efficiency: Reduce operational costs by tracking and optimizing work orders, fuel consumption, routes and schedules. 
  • Improved Customer Services: Communicate with customers and update them about work orders and service providers. Improve customer service with better communication and faster turnaround time. 
  • Better Coordination: Boost coordination between users, service providers and customers. Improve task allocation while updating customers with real-time service ETAs. 
  • Mobile Access: Users and contractors can work on the move with Android and iOS apps. 
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  • 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. 
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  • Database Management: Maintain a database of all contacts, including contractors and customers at a central platform, along with contact details, work orders and service history. 
  • Lead Tracking: Use lead tracking to centrally manage leads, collect granular lead data for targeted marketing campaigns, assign leads to salespersons and analyze lead-close ratios. 
  • Contract Management: Manage contracts with service providers, facilitate long-term relationships with contractors and give customers quicker service delivery. 
  • Document Management: Store, track and exchange a variety of documents with contractors and customers like contracts, quotes, invoices, service photographs, warranty documents and more. Save time spent on paperwork with centralized and organized information. 
  • Inventory Management: Accurately track fleet and inventory metrics like products and equipment, returns to vendors and returns from customers. Check, update and adjust inventory in real time. 
  • Work Order Management: Manage work orders by matching the service request to the most suitable service provider, schedule work orders in advance, track progression for individual orders, capture key information and manage invoices in the same location. 
  • Dispatch Management: Assign service providers, track locations, update customer ETAs and manage dispatch services for each work order. 
  • Portfolio Management: Manage a portfolio of service providers and major projects while making bids and proposals for new projects. 
  • Proposal Generation: Use pre-built proposal formats that include details like the scope of work, exclusions, inspection reports and more. Customize generated proposals to match the organization’s branding and exchange as a PDF. 
  • Project Management: Update and manage a project throughout its lifecycle from contact to completion, with detailed information such as inspection, estimates, key timeline dates, project material and invoice amounts. Monitor workflow scheduling, backlogs and work to be completed in real time. 
  • Correspondence Management: Manages real-time correspondence updates to ensure seamless internal and client-facing communications. It manages a detailed log of phone calls, letters, faxes, emails, messages, meetings and schedules with automated reminders for follow-up actions. 
  • Group Mailers: Engage leads, prospects and customers using customizable mass mailing features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
  • Billing and Invoicing: Generate accurate and timely invoices through work orders and projects, control overdue invoices, set credit limits, track collections and detailed financial reports. 
  • Purchase Orders and Payables: Create purchase orders for projects, track pending change orders, open purchase orders with a few clicks and analyze spending trends for better financial optimization. 
  • Work Order and Individual Calendars: Generate work orders, assign service providers and schedule work efficiently depending on the location, project type and availability. Let employees schedule their meetings, appointments, events and responsibilities, on individual and company levels. 
  • Service History Tracking: Maintain service histories by address, company or contact. Store critical information like proposals, renders, photographs, written descriptions, invoices, warranties and client and service provider contact details in a unified manner. 
  • Warranty Management: Upload, save, view, manage, share and update all warranty documents. Notify customers about expiring warranties using automated reminders. 
  • Customizable Dashboard: Use a customizable dashboard to quickly access, monitor and analyze business-critical information like work orders, client information, financial figures, scheduled alerts and activity reminders at a glance. 
  • Reports: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects. 
  • Accounting Integration: Integrate with third-party accounting modules to manage accounts receivable, accounts payable, cash receipts, purchase orders and project costing. 
  • Google Maps Integration: Integrate with Google Maps to gain real-time insights on project and service provider locations and track transportation and asset deployments. 
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Product Ranking

#4

among all
Field Service Management Software

#8

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

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Dataforma
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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 89 100 98 95 100 88 75 100 92 89 0 25 50 75 100
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User Sentiment Summary

Good User Sentiment 96 reviews
Great User Sentiment 212 reviews
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.

86%
of users recommend this product

Dataforma has a 'great' User Satisfaction Rating of 86% when considering 212 user reviews from 3 recognized software review sites.

3.7 (40)
4.0 (4)
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4.3 (103)
4.2 (38)
4.3 (105)
4.4 (9)
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Awards

SelectHub research analysts have evaluated ServiceMax and concluded it earns best-in-class honors for Dispatching, Mobile Capabilities and Scheduling.

Dispatching Award
Mobile Capabilities Award
Scheduling Award

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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.
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Functionality: The system streamlines operations, organizes current and upcoming work and helps field technicians process work orders swiftly. Users can quickly collect required information from clients to serve them better, noted 82% of users who talked about the product’s functionality.
Billing: Nearly 77% of reviewers who talked about billing said that the product offers tools that simplify billing and accounting. It tracks labor hours and costs to process payroll.
Reporting: About 83% of users that mentioned reporting said that the product offers numerous fields and subcategories to customize reports and find required data.
Support: The system is backed by prompt and efficient customer support to resolve product-related issues and queries, said about 80% of users who talked about support.
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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.
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Duplication: The system doesn’t send notifications for multiple users entering the same information, leading to information duplication, noted 77% of users who talked about information duplication.
Usability: Nearly 78% of users that spoke about usability said that the system requires a steep learning curve and multiple training sessions to get acquainted with its capabilities and enter information.
Cost: The product is on the expensive side for small businesses as it charges a fee per user, said 81% of reviewers who mentioned cost.
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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.

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Dataforma streamlines business operations, tracks projects, sets accountability and stores crucial information in one place. It provides tools that help users with billing, accounting and processing payroll. Its numerous filters and subcategories provide analytics and in-depth reporting into strengths and weaknesses for critical decision-making. The system is backed with efficient and prompt customer support and offers thorough training to new users. However, it offers many convoluted business management features that require lengthy back-end setup, has a clunky UI and doesn’t send notifications when duplicate data is entered. It is expensive for small businesses, has a steep learning curve and requires numerous steps to create sales correspondence.

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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
Salesforce Field Service
Service Fusion
ServicePower
ServiceTitan
simPRO
Workiz

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Head-to-Head Comparison

ServiceMax VS Dynamics 365 Field Service
ServiceMax VS FieldEdge
ServiceMax VS Housecall Pro
ServiceMax VS IFS Field Service Management
ServiceMax VS Jobber
ServiceMax VS Kickserv
ServiceMax VS Oracle Field Service
ServiceMax VS Salesforce Field Service
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