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features
design
support

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Description

ServiceMax FieldFX offers an all-encompassing field service management solution tailored for energy service firms. It seamlessly integrates field and office personnel, optimizing job management through functionalities that are effective in both online and offline environments. Notable components consist of centralized job management, ticketing, scheduling, invoicing, and enterprise asset management (EAM). FieldFX enhances workflow efficiency by guaranteeing real-time synchronization once connectivity is reestablished, minimizing operational errors and boosting revenue generation. Additionally, the platform features sophisticated tools such as FieldFX DataGuide and CPQ, aimed at streamlining intricate field operations, improving service effectiveness, and promoting profitability. With its innovative approach, FieldFX stands as a vital resource for energy service providers looking to enhance their operational capabilities.

Description

Agentforce Field Service is a comprehensive, agent-first platform built to modernize field operations and workforce management. It enables companies to orchestrate everything from break-fix repairs to inspections and proactive maintenance with intelligence and speed. By unifying customer records, asset data, and service history, teams gain full visibility into every job and interaction. AI-driven scheduling automates appointment coordination, dynamically adjusting to disruptions while keeping customers informed. The mobile experience is designed for real-world conditions, offering offline functionality, rapid data sync, and customizable workflows for technicians. Dispatchers can efficiently assign work based on skills, availability, and geography using advanced optimization tools. Predictive asset management capabilities help organizations anticipate failures and schedule service before downtime occurs. Operations dashboards powered by analytics provide real-time KPIs and conversational insights for smarter decision-making. Visual Remote Assistant reduces unnecessary truck rolls by connecting customers to experts through live video guidance. Together, these capabilities empower businesses to increase efficiency, reduce operational costs, and deliver seamless, proactive service experiences at scale.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Real-Time CDP No 
Atlas No 
Augmentir No 
Collate No 
Fin No 
Flosum No 
Metazoa Monarch No 
Neuron7 No 
Salesforce No 
Salesforce Agentforce Net Zero No 
Salesforce Agentforce Service No 
VSight Workflow No 

Integrations

Adobe Real-Time CDP Yes 
Atlas Yes 
Augmentir Yes 
Collate Yes 
Fin Yes 
Flosum Yes 
Metazoa Monarch Yes 
Neuron7 Yes 
Salesforce Yes 
Salesforce Agentforce Net Zero Yes 
Salesforce Agentforce Service Yes 
VSight Workflow Yes 

Pricing Details

$135 per month
Free Trial No 
Free Version No 

Pricing Details

$75.00 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PTC

Founded

1985

Country

United States

Website

www.ptc.com/en/products/servicemax/fieldfx

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/service/field-service-management/

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access No 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing No 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

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