ServiceMax vs Dynamics 365 Field Service

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Our analysts compared ServiceMax vs Dynamics 365 Field Service 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

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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Dynamics 365 Field Service streamlines field operations for organizations dispatching technicians to customer locations. Its core functionality revolves around work order management, scheduling, resource optimization, and mobile enablement for technicians. This cloud-based solution caters best to mid-sized and large enterprises in service-oriented industries like field engineering, facilities maintenance, and pest control. Key benefits include improved scheduling efficiency, reduced operational costs, and enhanced customer satisfaction. Popular features encompass real-time technician tracking, knowledge base integration, and remote assistance capabilities. User reviews within the field service management domain generally praise its comprehensive feature set, ease of use, and robust reporting capabilities. However, some users cite limitations in customization options and integration with non-Microsoft products. Pricing typically follows a tiered subscription model based on the number of users and desired functionality. Expect costs to range from mid-four figures to several thousand dollars per month.

Pros
  • Intuitive interface
  • Robust scheduling
  • Mobile app for techs
  • Seamless customer portal
  • Powerful reporting tools
Cons
  • Limited customization
  • Integration challenges
  • Steeper learning curve
  • Potentially costly add-ons
  • Complex pricing structure
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$59/User, Monthly
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$40/User, Monthly
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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
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Knowledge Base
24/7 Live Support

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 Customer Satisfaction: Improve resolution times, first-time fix rates, and overall service quality consistency through optimized scheduling, real-time technician tracking, and seamless communication channels. Empower customers with self-service options and proactive communication for greater transparency and control.
  • Optimized Field Operations: Streamline work order management, scheduling, and dispatching processes to ensure the right technicians arrive at the right place with the right tools and knowledge. Reduce travel time and costs through intelligent routing and scheduling algorithms.
  • Increased Technician Productivity: Empower field technicians with a mobile-first experience, providing access to work orders, customer information, knowledge base resources, and remote assistance capabilities on their mobile devices. Improve first-time fix rates through guided workflows and knowledge sharing tools.
  • Improved Resource Utilization: Maximize technician productivity and reduce downtime by optimizing schedules, matching skills to tasks, and managing inventory levels effectively. Track asset utilization and maintenance needs to proactively address potential issues and maximize asset lifespan.
  • Reduced Operational Costs: Streamline processes, minimize travel expenses, optimize resource allocation, and reduce overtime costs through efficient scheduling and dispatching. Minimize equipment downtime and extend asset lifespan through proactive maintenance and inventory management.
  • Enhanced Data-Driven Insights: Gain visibility into key performance indicators, identify areas for improvement, and make data-driven decisions to optimize field operations. Leverage predictive analytics to forecast demand, anticipate resource needs, and proactively address potential service issues.
  • Improved Compliance and Safety: Ensure adherence to industry regulations, safety standards, and service level agreements through automated compliance checks and audit trails. Improve technician safety through real-time location tracking and emergency assistance capabilities.
  • Seamless Integration with Microsoft Ecosystem: Connect seamlessly with other Microsoft Dynamics 365 applications, including CRM, Finance, Supply Chain Management, and Customer Service, for a unified view of customer data and business processes.
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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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  • Work Order Management: Create, prioritize, assign, and track work orders, including customer information, asset details, service history, and required tasks.
  • Scheduling and Dispatch: Optimize technician schedules based on skills, availability, location, and job requirements, leveraging intelligent routing and scheduling algorithms.
  • Mobile App for Technicians: Empower field technicians with access to work orders, customer information, inventory, knowledge base, and remote assistance tools on their mobile devices.
  • Customer Portal: Provide customers with self-service options to create service requests, track service status, view service history, and communicate with technicians.
  • Inventory Management: Track parts and supplies, manage inventory levels, and automate replenishment processes to ensure technicians have the right parts on hand.
  • Asset Management: Track asset location, maintenance history, and performance data for proactive maintenance and efficient asset utilization.
  • Knowledge Base: Provide technicians with access to a centralized knowledge base of troubleshooting guides, best practices, and product information.
  • Remote Assistance: Enable experienced technicians or experts to remotely assist field technicians through video calls, augmented reality, and real-time data sharing.
  • Analytics and Reporting: Gain insights into key performance indicators, track trends, and identify areas for improvement with customizable reports and dashboards.
  • Integration with Microsoft Ecosystem: Integrate with other Microsoft Dynamics 365 applications, Office 365, and Azure for a unified view of customer data, business processes, and field operations.
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Product Ranking

#4

among all
Field Service Management Software

#10

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

87
86
69
84
89
84
100
90
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Dispatching
Mobile Capabilities
Scheduling
Equipment and Asset Management
Inventory Management
Scheduling
Inventory Management
Work Order Management
Equipment and Asset Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ServiceMax
Dynamics 365 Field Service
+ 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 89 100 98 95 100 88 75 100 92 89 84 84 90 98 99 93 76 84 100 92 99 0 25 50 75 100
63%
0%
37%
88%
0%
12%
89%
0%
11%
78%
11%
11%
100%
0%
0%
88%
13%
-1%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
100%
0%
0%
91%
0%
9%
89%
0%
11%
78%
0%
22%
75%
0%
25%
75%
13%
12%
100%
0%
0%
100%
0%
0%
92%
0%
8%
92%
0%
8%
88%
0%
12%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
0%
55%
45%
0%
55%

User Sentiment Summary

Good User Sentiment 96 reviews
Great User Sentiment 4556 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.

85%
of users recommend this product

Dynamics 365 Field Service has a 'great' User Satisfaction Rating of 85% when considering 4556 user reviews from 5 recognized software review sites.

n/a
4.6 (21)
3.7 (40)
3.9 (133)
4.2 (38)
4.3 (3815)
4.4 (9)
4.4 (18)
3.4 (9)
4.0 (569)

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

SelectHub research analysts have evaluated Dynamics 365 Field Service and concluded it earns best-in-class honors for Inventory Management, Scheduling and Work Order Management.

Inventory Management Award
Scheduling Award
Work Order Management Award

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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Improved Efficiency: Streamlined scheduling, dispatching, and mobile tools boost technician productivity and reduce job completion times.
Enhanced First-Time Fix Rates: Access to knowledge bases, customer history, and remote diagnostics enable technicians to resolve issues quickly and accurately.
Reduced Operational Costs: Optimized scheduling, improved first-time fix rates, and streamlined workflows minimize travel costs and resource utilization.
Improved Customer Satisfaction: Real-time visibility, proactive communication, and efficient service delivery enhance customer satisfaction and loyalty.
Data-Driven Insights: Comprehensive reporting and analytics provide valuable insights to optimize field service operations and make informed decisions.
Scalability and Flexibility: The cloud-based platform adapts to changing business needs and integrates seamlessly with other Dynamics 365 applications.
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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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Learning Curve: The initial setup and user training can be complex for some organizations.
Cost: The subscription fees and potential implementation costs can be high for smaller businesses.
Integration Challenges: Integrating Dynamics 365 Field Service with existing systems can be time-consuming and require technical expertise.
Limited Customization: While customizable, some users report limitations in tailoring the platform to their specific needs.
Reporting Complexity: Generating comprehensive reports can be challenging for users unfamiliar with the platform's reporting tools.
Mobile App Issues: Some users have reported occasional bugs and performance issues with the mobile app.
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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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User reviews of Dynamics 365 Field Service paint a picture of a powerful, cloud-based field service management tool with plenty to offer. Its integrated ecosystem with other Microsoft solutions and seamless mobile experience win praise, alongside its ability to boost efficiency and first-time fix rates. Scheduling, dispatching, and real-time updates keep everyone informed, while access to customer history and knowledge bases empower technicians. This translates to happier customers and lower operational costs, which users value greatly. However, the initial setup and learning curve can be steep, especially compared to competitors like Salesforce Field Service. Some users also find the customization options limited, particularly for niche needs. Integration with existing systems can be complex, and occasional mobile app hiccups can be frustrating. Despite these drawbacks, many users believe Dynamics 365 Field Service's strengths outweigh its weaknesses, particularly for larger organizations who can leverage its deep integration with the Microsoft suite. For those seeking a user-friendly solution with out-of-the-box capabilities, other options might be more suitable. Ultimately, the choice boils down to individual needs and priorities, with Dynamics 365 Field Service remaining a strong contender in the field service management landscape.

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