ServiceMax vs ServiceTitan

• As it's built on Salesforce, the reporting tools are fairly robust
• The service flow managers can be setup to easily lead technicians to entering data in the right place

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• Manage upcoming appointments for memberships.
• Track technician's sales and performance.
• Good client database.
• Campaign tracking and call recording tied to customers file.
• Job history.
• Equipment history.
• Paperless invoices.
• Integrations and API with other products.
• Track technicians with GPS.

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• Dispatch console seems slow and the data is more of a pull than a push into the database.
• It seems to be a Ferrari and takes a lot of labor hours to configure.
• Still does not integrate with Apple's products very well.

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• I only have one piece of advice per our managers. One of their biggest frustrations when it comes to logistics software is that it doesn't always speak well with other systems be it with an HRIS system or an LMS. As a training manager, I consider the LMS component huge. So really what we think would be an improvement would be an open source ideology that allows your platform to integrate with others easily.

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• ROI for ServiceMax is mostly dependent on how in depth the organization wants the software. Our ROI is expected within the second year of operation due to the complexity of integration and the initial training requirements for in-house programmers.
• Inventory control ROI is expected within year three or four due to the number of technicians and creating the foundation of information to import into ServiceMax. Expectations are the front end programming will be complete and our programmers will be better acquainted with the modules and architecture to make the inventory integration smoother than the initial integration.
• Our organization has been working with ServiceMax for ten months and beginning to incorporate the financials to the work orders. This process has not been as seamless as once projected and the root causes are under investigation. It appears the original fields available to track time between employees were not in depth nor segregated sufficiently for granularity.

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• Significant increase in customers remembering their appointments thanks to our automated job notifications!
• Tracking a job from the booking to dispatch to completion has never been easier for our team.

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