Salesforce Field Service vs Smart Service

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Our analysts compared Salesforce Field Service vs Smart 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.

Smart Service Software Tool

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.
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Smart Service is a dispatching and scheduling solution that caters to the field service industry. It streamlines daily operations by taking services like pest control, HVAC, plumbing, maid service, irrigation, appliance repair, pet food delivery and more online. Its QuickBooks integration helps users automatically import data while scheduling employee work without hassles.

It streamlines dispatching field staff by sending service details and work orders promptly. Businesses can create service routes, schedule jobs, monitor daily employee progress, generate invoices, dispatch work, and track employees and equipment. Users can use the inventory module to get updates about the parts or equipment needed for field work.
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$50/User, Monthly
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Tailored to your specific needs
$250 Monthly
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Tailored to your specific needs
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Android
Chromebook
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Mobile
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
Email
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Forum
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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. 
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  • Simplify Scheduling: Schedule new jobs and appointments while communicating with employees in real time. Assign tasks as per employee availability and qualifications. Handle multiple jobs while optimizing the time taken for each task using an intelligent scheduling plugin. 
  • Optimize Field Operations: Electronically dispatch work to oversee field operations efficiently. Prevent wasteful trips to drop off paperwork to the office and vice versa. Delegate assignments using mobile apps to increase overall productivity. 
  • Leverage QuickBooks Integration: Centralize operations while reducing time wastage in delegating employees. Tackle administrative challenges efficiently by adding scheduling and dispatching functions to QuickBooks. Use a direct add-on to duplicate processes while reducing data entry errors. 
  • Streamline Travel Routes: Streamline travel routes to optimize fieldwork processes while managing dispatching and scheduling. Standardize field management lifecycles using dynamic capabilities with built-in compliances. 
  • Digitize Processes: Embrace digitalization by organizing forms, contacts, work orders, job notes and service schedules on mobile apps. Send work orders to field technicians using any device. Keep teams on track by avoiding wasted mornings and task confusion. 
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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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  • Scheduling: Tackle multi-day, one-off or recurring tasks using scheduling and dispatch tools. Transition to digital dispatch jobs to remove guesswork while letting employees know what needs to be done and when. Avoid margin errors with electronic work orders from office to field and back. Streamline operations and bring team coherency. 
  • QuickBooks Integration: Schedule work for customers by importing existing employees, contacts, products and service information from QuickBooks. Reduce double data entry with a direct add-on to update work in real time. 
  • Flexibility: Track customer information with user-defined fields while optional modules expand data for niche industries. Personalize it to meet business needs while maintaining a company’s unique functions. 
  • Digital Work Orders and Forms: Schedule a job while sending digital work orders to field technicians with one click. Avoid confusion and wasted hours by sending electronic schedules and special instructions to field techs every morning. Let techs file and fill digital forms from the field. 
  • Time and Equipment Tracking: Let field techs clock in and out using mobiles while simplifying logging time for payroll and billing. Get information about tools and technology required for the job by looking up customer equipment data. 
  • Invoicing: Convert work orders into invoices after work and get paid instantly. Directly send email receipts to customers. 
  • Customer Management: Store all data in one place. Simplify looking for customer information, payment information and service histories. 
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Product Ranking

#16

among all
Field Service Management Software

#73

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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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 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 56 reviews
Great User Sentiment 529 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.

86%
of users recommend this product

Smart Service has a 'great' User Satisfaction Rating of 86% when considering 529 user reviews from 3 recognized software review sites.

3.9 (27)
4.5 (10)
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4.3 (261)
4.2 (16)
4.3 (258)
4.5 (13)
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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

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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.
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Functionality: The product efficiently schedules field employees, manages dispatches and accurately tracks hours devoted to each task, noted 86% of users who mentioned functionality.
Mobile App: Approximately 83% of reviewers said that the mobile application tracks field employees in real time while providing smooth navigation and accessibility.
Customer Support: The system offers tech and customer support that resolves issues promptly, said 80% of users who mentioned support.
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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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Learning Curve: The application has a steep learning curve, and it takes some time to get used to its interface and features, said 84% of users who talked about the learning curve.
Cost: Nearly 88% of the reviewers said that add-ons and plugins are costly for small businesses.
Glitches: The application occasionally encounters glitches and lag, noted approximately 83% of reviewers who talked about glitches.
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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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Smart Service is a comprehensive workforce tracking and field management solution that streamlines dispatching, equipment handling, routing and employee scheduling. It centralizes and digitizes organizational processes to prevent wasteful expenses and time while boosting overall productivity. It offers prompt customer support and stores all customer data and information in one place for accessibility. However, the application has a steep learning curve and the interface takes time to understand, offers costly add-ons and encounters occasional glitches and lag.

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