Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
ServiceMax, a leader in cloud-based field services solutions, can transform your field service organization. ServiceMax is built on the Salesforce platform and powers a new generation of field service experiences. The platform provides end-to-end field services solutions including workforce optimization, advanced dispatch, parts logistics and depot repair, inventory & depot repairs, social collaboration, and installed base entitlements.
Description
Obtain insights into data quality by generating reports on both standard and custom field usage. Have you ever dreamed of achieving that ideal, streamlined page layout? Unused fields in your Salesforce organization can lead to confusion, distort reports, and complicate essential administrative tasks. Field Trip provides the capability to evaluate the fields within any object, allowing you to swiftly see the percentage of records (or selected subsets) that have a particular field filled in. By running reports on your standard and custom fields in Salesforce, you can gain a clearer understanding of which fields are crucial for your organization. With an effortless installation process, a user-friendly interface, and exportable reports, Field Trip simplifies the analysis of your fields. After installation, you simply name your trip, choose an object (like Accounts), and optionally apply a filter for specific record subsets. Subsequently, you will receive a comprehensive report outlining the usage of each field or the absence of data. This tool not only enhances your reporting capabilities but also contributes to improved data management practices.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Magic EDI Service
Yes
Runbook
Yes
Salesforce
No
SkyRingAI
Yes
Xinix
Yes
ZoomInfo
No
frontline.io
Yes
Integrations
Magic EDI Service
No
Runbook
No
Salesforce
Yes
SkyRingAI
No
Xinix
No
ZoomInfo
Yes
frontline.io
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
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
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
PTC
Founded
1985
Country
United States
Website
www.ptc.com/en/products/servicemax
Vendor Details
Company Name
ZoomInfo
Founded
2007
Country
United States
Website
zoominfo.com
Product Features
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
Yes
Customer Database
Yes
Dispatch Management
Yes
Inventory Control
Yes
Job Management
Yes
Maintenance Scheduling
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Service Dispatch
Billing & Invoicing
Yes
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