ServSuite vs Salesforce Field Service

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Our analysts compared ServSuite 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.

ServSuite Software Tool

Product Basics

Built by ServicePro, ServSuite is web-based software that helps field service businesses increase productivity and improve baseline revenue through functionalities like scheduling, invoicing, inventory management, marketing management and customer management.

It is suited for enterprise-level businesses and has tailored capabilities to meet the business needs of the individual service industries it serves. With paperless work environments and remote monitoring offerings, it automates business processes to save time and costs.
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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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Chromebook
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Cloud
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Mobile
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Product Assistance

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Videos
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Documentation
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Gain Operational Visibility: Get a complete overview of operational and financial activities across the business in real time. 
  • Ensure Smooth Flow of Information: Utilize built-in communication tools to ensure that critical information is relayed to field technicians, back-office staff and customers in a timely manner. 
  • Move to Paperless Operations: Digitize all documents, reports, invoices and payment receipts to minimize manual errors. 
  • Access Cloud Storage: Store all critical information and documents in safe cloud storage with tiered access and user permissions for viewing and editing. 
  • Expand Business: Run business anywhere through a cross-platform and multi-browser enabled solution and usage of cloud-based technology. 
  • Access Mobile Apps: Enable field and back-office staff to communicate and exchange information while working smoothly from a remote location with fully-featured Android and iOS apps. 
  • Enable Integrations with API: Streamline work by integrating business-critical apps using an open API and accessing information through a single platform. 
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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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  • Activity Dashboard: Access a customizable, visual drag-and-drop widget-based dashboard to quickly access, monitor and analyze business-critical information. Check work orders, job statuses, job progress, client information, financial figures, scheduled alerts and activity reminders at a glance. 
  • Alerts and Notifications: Send real-time updates to field staff about work order allocation, route changes and any other specifications related to the job. Communicate with customers through email and SMS at all stages of the service cycle to ensure there are no information gaps. 
  • Billing and Invoicing: Create and share customizable individual or group invoices using pre-built templates. Track sent invoices for timely payments and follow-up on past due invoices. 
  • Contract Management: Create and maintain contracts and agreements with customers and vendors to establish deliverables and terms of service while ensuring smooth service delivery. 
  • Customer Management: Manage a central database of all customers with details including address, phone numbers, email ID and more to aid communication and improve customer satisfaction. 
  • Customer Portal: Let customers submit work order requests, view open jobs, access invoices and pay bills through a branded self-service portal. 
  • Customer Service History: Maintain and access service history records for each customer along with details like address, order requests, resources used, photos and invoices. 
  • Inventory Management: Accurately track fleet and inventory metrics like products, equipment counts, usage, returns to vendors and returns from customers. Check, update and adjust inventory in real time with GPS tracking. 
  • Marketing Management: Engage leads and customers using customizable mass mailing and print-to-mail features. Customize mailing campaigns for different target audiences while personalizing content for each target group. 
  • Quotes and Estimates: Create customizable and brandable quotes and estimates. Share with third-party vendors and customers through email and SMS. Track sent quotes and estimates through follow-up notifications. 
  • Reporting and Analytics: Access business critical operational and financial reports to monitor key performance indicators and explore the scope for further optimization. 
  • Scheduling, Dispatch and Routing: Schedule one-time and recurring work orders in a color-coded drag-and-drop calendar. Use search and filter options to view and segregate tasks by their status, location and assigned field technician. Assign and dispatch technicians to job locations based on their skills, availability and location. Notify technicians of assigned jobs along with optimized route and task details. 
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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

#45

among all
Field Service Management Software

#16

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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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

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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)

Awards

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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

Feature Rich: ServSuite offers comprehensive pest control functions, including scheduling and routing capabilities, along with customer management tools.
Integrations: Users can integrate ServSuite with other systems, streamlining operations and data flow between different platforms.
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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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Steep Learning Curve: ServSuite's robust functionality can be initially overwhelming for some users, requiring a significant time investment to master.
Technical Issues: Some users have reported experiencing occasional technical problems, which can disrupt operations.
Inconsistent Customer Support: Experiences with customer support have been mixed, with some users encountering delays in getting assistance.
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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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Some users sing its praises, highlighting its comprehensive features like scheduling, routing, and customer management as major strengths, especially when compared to competitors with less integrated systems. They particularly appreciate the robust reporting tools and seamless integration capabilities with other business software. However, a sour note emerges with the user interface, often criticized as outdated and clunky. This complexity contributes to a steep learning curve, making it challenging for new users to quickly adapt and utilize the software effectively. While some find customer support helpful, others report delays and unhelpful responses, leaving them frustrated and in a bind. ServSuite seems best suited for larger pest control businesses with the resources and technical expertise to navigate its complexities and leverage its powerful features. Smaller companies or those seeking a more intuitive, user-friendly experience may find ServSuite's learning curve and occasional performance hiccups a significant drawback.

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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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