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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    ServiceMax

    Score7.9 out of 10
    N/AServiceMax’s mission is to help customers with asset-centric field service management software. ServiceMax’s mobile apps and cloud-based software provide an overview of assets to field service teams. By optimizing field service operations, customers across all industries can better manage the complexities of service, support faster growth and run more profitable, outcome-centric businesses.

    $100

    per month

    Square 9 Softworks

    Score9.3 out of 10
    N/AFor document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.

    $250

    per month 5 users

    Pricing
    ServiceMaxSquare 9 Softworks
    Editions & Modules
    Subscription
    $100.00
    per month
    Square 9 Process Automation Essentials
    $50
    per month per user (5 User Minimum)
    Square 9 Digital Transformation Essentials
    $68
    per month per user (5 User Minimum)
    Square 9 Enterprise Essentials
    $75
    per month per user (10 User Minimum)
    Offerings
    Pricing Offerings
    ServiceMaxSquare 9 Softworks
    Free Trial
    YesNo
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredRequired
    Additional Details—Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization. Pricing excludes professional services and implementation fees
    More Pricing Information
    Community Pulse
    ServiceMaxSquare 9 Softworks
    Considered Both Products
    ServiceMax
    No answer on this topic
    Square 9 Softworks
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    96%
    Would buy again
    68 Answers
    Delivers good value for the price
    No answers on this topic
    97%
    Delivers good value for the price
    63 Answers
    Happy with the feature set
    No answers on this topic
    96%
    Happy with the feature set
    68 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    48 Answers
    Implementation went as expected
    No answers on this topic
    88%
    Implementation went as expected
    50 Answers
    Best Alternatives
    ServiceMaxSquare 9 Softworks
    Small Businesses
    Kickserv
    Score9.3 out of 10
    M‑Files
    Score8.9 out of 10
    Medium-sized Companies
    No answers on this topic
    Esker
    Score7.4 out of 10
    Enterprises
    No answers on this topic
    Tungsten Capture
    Score9.5 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    ServiceMaxSquare 9 Softworks
    Likelihood to Recommend
    1.0
    (4 ratings)
    9.3
    (75 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    4.9
    (7 ratings)
    Usability
    -
    (0 ratings)
    8.0
    (6 ratings)
    Availability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Performance
    -
    (0 ratings)
    7.3
    (2 ratings)
    Support Rating
    8.0
    (1 ratings)
    7.9
    (26 ratings)
    In-Person Training
    -
    (0 ratings)
    7.3
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    6.4
    (3 ratings)
    Configurability
    -
    (0 ratings)
    7.3
    (1 ratings)
    Ease of integration
    -
    (0 ratings)
    4.5
    (2 ratings)
    Product Scalability
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    7.3
    (2 ratings)
    User Testimonials
    ServiceMaxSquare 9 Softworks
    Likelihood to Recommend
    ServiceMax
    Small deployments, where you have some specific need for ServiceMax and absolutely need offline capabilities, and are willing to deal with the problems. Otherwise, you may be better off looking at the built-in Work Orders and field service module that Salesforce is now providing. Their app is direct competition for ServiceMax and integrates much better with cases and knowledge articles.
    Incentivized
    Read full review
    Square 9 Softworks
    Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.
    Incentivized
    Read full review
    Pros
    ServiceMax
    • 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
    Incentivized
    Read full review
    Square 9 Softworks
    • The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
    • While indexing fields in Global Search, the Key Free tool works great.
    • Global Search is well-organized. It's easy to navigate and find your documents.
    • The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.
    Incentivized
    Read full review
    Cons
    ServiceMax
    • 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.
    Incentivized
    Read full review
    Square 9 Softworks
    • GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
    • GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
    • GlobalForms could have better formatting tools to enhance the fields and text formatting
    Incentivized
    Read full review
    Likelihood to Renew
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
    Incentivized
    Read full review
    Usability
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
    Incentivized
    Read full review
    Reliability and Availability
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    Square-9 can get this product out to you in almost the same hour your order it. We got ours very fast.
    Read full review
    Performance
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
    Read full review
    Support Rating
    ServiceMax
    Engaged account management. Support is based worldwide but handoffs have not been too painful.
    Incentivized
    Read full review
    Square 9 Softworks
    We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.
    Incentivized
    Read full review
    In-Person Training
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
    Read full review
    Implementation Rating
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
    Incentivized
    Read full review
    Alternatives Considered
    ServiceMax
    ServiceMax has an offline capability, and also integrates with our Salesforce side of business. At the time, Salesforce did not have a field service application so we could not consider it, but if we could now, we would probably go with that instead. ServiceMax is also expensive. But at the time, ServiceMax was the only offering out there that integrated with Salesforce, had mobile offline capability, and could operate at the scale we needed.
    Incentivized
    Read full review
    Square 9 Softworks
    We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.
    Incentivized
    Read full review
    Scalability
    ServiceMax
    No answers on this topic
    Square 9 Softworks
    The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
    Read full review
    Return on Investment
    ServiceMax
    • 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.
    Incentivized
    Read full review
    Square 9 Softworks
    • Reduction in human error through manual data entry process now being automated
    • Reduction in cost due to automation allowing the function to not require a full time employee
    • Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)
    Incentivized
    Read full review
    ScreenShots

    ServiceMax Screenshots

    Screenshot of Asset 360 for Salesforce Field ServiceScreenshot of Entitlements, Contracts & WarrantiesScreenshot of Scheduling & OptimizationsScreenshot of Powerful Asset DataScreenshot of Mobile Suite: Zinc, Engage, Service Board, GoScreenshot of Partner, RMA, Depot Repair

    Square 9 Softworks Screenshots

    Screenshot of GlobalSearch Go, which organizes documents based on extracted data.Screenshot of InquireAI, which offers AI-driven data extraction of invoice and receipt fields to eliminate the need for manual data entry.Screenshot of a contract. Contracts are a complex document format that can require contextual understanding to collect accurate data points.Screenshot of the invoice review process, where users can be notified by email when a pending approval is available.Screenshot of a fully indexed document. These can be released for secure access within GlobalSearch or sent to other repositories, including QuickBooks, Dynamics 35 Business Central, Citrix ShareFile, or Google Drive.Screenshot of Documents are stored in a secure, searchable archive.