ServiceTitan vs Salesforce Field Service

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Our analysts compared ServiceTitan vs Salesforce 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

ServiceTitan is a cloud-based solution that provides small to mid-sized businesses with capabilities such as scheduling, dispatching, invoicing, payroll, timesheets, contract management, marketing, sales and customer communications.

It helps companies streamline day-to-day operations, boost customer satisfaction and access data insights anytime and anywhere. With comprehensive reporting inclusions and mobile modules to facilitate field operations, it saves money and time while improving operational efficiency and bottom-line revenue.
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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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$398 Monthly
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$50/User, Monthly
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Small 
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Large 
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Medium 
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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

  • Increased Efficiency: ServiceTitan automates scheduling, dispatching, and routing, reducing manual efforts and freeing up time for more strategic tasks.
  • Enhanced Customer Experience: With real-time updates and easy booking options, ServiceTitan helps businesses provide a seamless and responsive service experience to their customers.
  • Improved Financial Management: The software offers robust invoicing, billing, and financial tracking tools that simplify financial operations and improve cash flow management.
  • Better Decision Making: ServiceTitan's comprehensive reporting and analytics features enable businesses to make informed decisions based on accurate data and insights.
  • Streamlined Inventory Management: The platform provides tools for tracking inventory in real-time, ensuring that businesses have the right parts and supplies when they need them.
  • Increased Sales Opportunities: ServiceTitan includes features for upselling and cross-selling, helping businesses identify and capitalize on additional revenue opportunities.
  • Enhanced Team Communication: With built-in messaging and notification systems, ServiceTitan keeps teams connected and informed, improving coordination and reducing errors.
  • Compliance and Safety: The software helps businesses stay compliant with industry regulations and maintain high safety standards through systematic record-keeping and reminders.
  • Mobile Accessibility: ServiceTitan's mobile app enables technicians to access job details, customer information, and work orders from anywhere, enhancing flexibility and responsiveness.
  • Customer Retention: By providing personalized service histories and follow-up tools, ServiceTitan helps businesses build lasting relationships with their customers, encouraging loyalty and repeat business.
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  • 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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  • Financial Growth  
    • Call Booking: CSRs can access auto-populated customer details before picking up calls. Offer undivided attention to customers by choosing from easy drop-down menus instead of a keyboard. Record and manage incoming customer calls to save call booking information. 
    • Marketing: Create, monitor and edit marketing campaigns. Track and analyze total incoming calls with ads to measure ROI. Create phone numbers for new ads quickly. 
    • Memberships and Contracts: Simplifies building of equipment-based contracts and maintenance memberships. Tailor-make service agreements and contracts for customers. Customize monthly expenses, choose additional maintenance tasks and add service upgrades. Access agreement performance summaries with completed visit details, cost and revenue. 
    • Local Services Ads: Appear among top Google search results when customers search for a relevant product or service. Auto-populates bookings directly to the system dashboard. 
  • Operational Tools  
    • Dispatching: Ensure that the right tech handles the right job by automatic assignment and dispatch based on factors such as technician location, schedule, skill set and more. Other features include a notification center, automatic job confirmations, job history, ACP, project filter, property data display and dispatch notifications. 
    • Scheduling: Schedule complex jobs in advance with suitable technicians. Custom tags allow technicians to flag jobs with details like prior rescheduling, languages spoken and special tool requirements. 
    • Payroll: Offers integrated payroll processing tools, including automated bonuses and live timesheet tracking. Apply performance-based incentives and pay, or import additional pay items through spreadsheets or API for job costing. 
    • Timesheets: Automatically documents wrench time, vendor runs and technician drive hours on individual timesheets for field employees. Configure start and overtime in a single click. Office employees can view payroll histories and clock in and out in real time. 
  • Real-time Insights  
    • Reporting: Dynamic dashboards offer tailored KPIs and metrics. Track KPI goals, gain insights into call times and filter transactions based on date range or business unit. Receive live updates on membership sales and revenue generated by each technician. 
    • QuickBooks: Integrates with QuickBooks to handle accounting. Capture customer purchases and export invoices to QuickBooks in real time. 
    • Sage Intacct: Offers integration with Sage Intacct. Office networks can operate in synchronization and update financial records with a single entry. Authorized employees and owners can access financial information on mobile devices. 
    • Job Costing: Access and monitor costing breakdowns like labor, equipment and raw material and receive real-time updates. Get alerts whenever a bill is due to be accepted. 
    • TitanAdvisor: Get a best-practices guide and receive personalized tool recommendations suitable for a specific business. Utilize features to their optimum value with in-built playbooks guided setup. 
  • Customer Assistance  
    • Mobile: Enable quick and better field operations with mobile apps for field technicians to download schematics, handle bills and orders and manage inter-staff communication. 
    • Customer Experience: Send ETAs with technician bios for appointment reminders to customers. Confirm or reschedule appointments and ask questions over SMSs. Enables customers to track service technicians. 
    • Payments: Automatically processes recurring membership payments in custom intervals and batches. Field staff can capture images, credit cards and checks or send personalized links to the payment portal. 
    • Financing: Complete applications with easy data access to customer profiles. Facilitates instant approvals, automatic finance calculations and customizable financing rules for individual customers. 
    • Property Data: The property data display offers CSRs with crucial information such as property size, age, interiors and location. 
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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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Product Ranking

#2

among all
Field Service Management Software

#16

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

85
87
98
69
100
76
73
98
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Customer Management
Billing and Invoicing
Equipment and Asset Management
Mobile Capabilities
Reporting and Dashboards
Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

ServiceTitan
Salesforce 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 98 100 73 93 86 92 92 65 86 82 83 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
100%
0%
0%
75%
0%
25%
100%
0%
0%
67%
11%
22%
75%
0%
25%
100%
0%
0%
86%
0%
14%
100%
0%
0%
88%
0%
12%
100%
0%
0%
91%
0%
9%
100%
0%
0%
89%
0%
11%
89%
0%
11%
50%
0%
50%
75%
13%
12%
86%
0%
14%
100%
0%
0%
83%
0%
17%
83%
0%
17%
88%
0%
12%
100%
0%
0%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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

User Sentiment Summary

Excellent User Sentiment 208 reviews
Great User Sentiment 56 reviews
90%
of users recommend this product

ServiceTitan has a 'excellent' User Satisfaction Rating of 90% when considering 208 user reviews from 4 recognized software review sites.

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.

1.0 (1)
n/a
4.2 (45)
3.9 (27)
4.6 (154)
n/a
n/a
4.2 (16)
n/a
4.5 (13)
4.1 (8)
n/a

Awards

SelectHub research analysts have evaluated ServiceTitan and concluded it earns best-in-class honors for Customer Management. ServiceTitan stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Customer Management Award

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

Synopsis of User Ratings and Reviews

Core Features and Functionality: Nearly 95% of users who mention the core features and functionality concur that this system is a well-rounded product built to meet industry-specific requirements.
Customer Support: Approximately 53% of users who talk about customer support mention that the support staff is quick to respond, friendly and knowledgeable.
Easy to Use: About 80% of users who mention user-friendliness recommend the software for its ease of usage.
User Interface: As many as 54% of users who refer to the user interface note that the software is intuitive and easy to navigate.
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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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Cost: 100% of the users who talk about pricing report that it is a pricey product, which can be a detrimental deciding factor.
QuickBooks Integration: Approximately 60% of users who mention QuickBooks integration note that the integration is glitchy and requires double inputs in both solutions, making it redundant.
User Adaptation: Nearly 100% of the users who refer to onboarding and user adaptation agree that the product has a steep learning curve.
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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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ServiceTitan garners praise for its user-friendly interface and comprehensive features, particularly its scheduling, dispatching, inventory management, and reporting capabilities. Users appreciate the software's ability to streamline operations and enhance productivity, highlighting features like automated job confirmations, technician bios, real-time customer notifications, and convenient payment options. The platform's robust project management tools, including real-time project tracking, budget management, and automated payment applications, are also commended for their effectiveness in keeping projects on track and profitable. Despite its strengths, some users express concerns about ServiceTitan's cost, which can be a barrier for smaller businesses. Additionally, the software's limited integration with other systems can pose challenges for businesses with existing technology stacks. While ServiceTitan offers a competitive feature set comparable to platforms like Salesforce Service Cloud and Microsoft Dynamics 365 Field Service, its affordability often sets it apart. ServiceTitan is best suited for businesses, regardless of size, seeking to optimize their field service operations. Its comprehensive features cater to various industries, including HVAC, plumbing, electrical, and pool services. The software's ability to automate tasks, improve communication, and provide real-time insights empowers businesses to enhance efficiency, customer satisfaction, and profitability.

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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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Screenshots

Top Alternatives in Field Service Management Software


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ServicePower

simPRO

Workiz

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