Compare Wintac vs FieldEdge vs ServiceMax

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70%
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60%
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Crozscore:

78%
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Crozscore:

88%
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90%
42%
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Wintac screenshot view 4 more FieldEdge screenshot view 4 more ServiceMax screenshot view 5 more

Software Description:

This All-in-one provider for service technicians allows users to automate and manage their businesses from one program, turning any computer into a virtual office, capable of handling a large fleet of dispatchabale units.
Wintac also allows businesses to easily track service contracts for each customer and equipment at every location. Know when service is due, contracts expire, as well as the entire service history on any piece of equipment.
Users are able view, edit and update their own daily schedules in real-time. Technicians can add customers, jobs and notes on the fly, and they can drill down to review prior service history information for individual customers.

Software Description:

FieldEdge provides its users with a powerful tool to easily track customers, dispatching, finances, service agreements, and other aspects of field service management. They can also add accounting features through a seamless integration with Quickbooks.

This platform is mainly used by HVAC, plumbing, electrical, and other contractors. It is proven that office staff will save up to 20 hours weekly by automating the assignment of work based on a technicians' skills and job location. FieldEdge efficiently manages complex jobs by grouping multiple technicians and assigning a technician or crew to a work order for multiple days for bigger jobs.

Business owners are also able to build a strong relationship with their clients with excellent customer service and VIP customer experience. Field workers are equipped with a powerful tool to create repeat business and provide a white-glove service.

Software Description:

By using ServiceMax technology, manufacturers and service providers are able to expand service revenues, improve service efficiency, provide better customer experience, and meet all required compliance standards.

ServiceMax is an integrated toolset of applications for employees and customers management, mainly used by SMEs and growing businesses in medical, energy, mining, and manufacturing. The platforms comes with a straightforward interface, so task assignments are completed easily and smoothly, management staff can follow the performance of field workers, and clients' needs can be effectively addressed.

Main benefits of using ServiceMax are better service productivity, less billing errors, better customer relationship, no warranty leakage, reduced part giveaways, increased service revenue, shorter service-to-cash cycles, and more.

Features:

  • Scheduling
  • Billing/Invoicing

Features:

  • Dashboard
  • External Integrations
  • Multi-User
  • Notifications
  • Data Export
  • Data Import
  • Inventory Tracking
  • Customer Management
  • Scheduling

Features:

  • Route Optimization
  • Notifications
  • Data Export
  • Data Import
  • Customer Management
  • External Integrations
  • API
  • Inventory Tracking

Summary:

  • Scheduling, Dispatching & Work Order Management: Daily, Weekly, and Monthly dispatch views; Drag and Drop, Color Coded dispatching; Work History Tracking; Equipment Installation and Service Tracking.
    Visual Job Costing.

  • Customer & Lead Management: Customer Relationship Management; Job Site Management; Contact and Prospect Management.

  • Accessibility: Dashboard View; Remote access and Mobile Computing; Multi-Level Security Access System.

  • Accounting & Payroll: Invoicing, Statements, Automatic Billing, POS and Accounts Receivable; Task building and Flat Rate Pricing; Purchasing, bill paying and accounts payable; Bank account management and check writing; Financial reporting and graphing; Employee and Payroll Management; QuickBooks Integration.

  • Inventory: Multi-location Inventory Management; Item Lookup and Retrieval; Purchase Orders.

  • Estimates & Proposals: Task Building and Flat Rate Pricing; Estimating and Proposal Writing.

Summary:

  • Quotes & Invoicing

  • Call Center Management

  • Contract Management

  • Customer Database

  • Track Unlimited Inventory Items

  • Field Service Job Dispatching

  • Job Tracking

  • Mobile Access

  • Scheduling

  • Service History Tracking

Summary:

  • Case Management and Quoting

  • Social Collaboration

  • Customer & Partner Communities

  • Warranty and Entitlements

  • Customer Accounts and Contacts

  • Work Order Management

  • Installed Base and Contracts

  • Work Order Signature Capture

  • Scheduling and Dispatch

  • Service Parts and Inventory

Pricing:

  • Credit card required: N/A
  • One-time Licence:
    Wintac Green: $1,995, $1,150 each additional office user.
    Wintac Pro: $2,495, $1,150 each additional office user.
    Wintac Fuel: $2,995, $1,150 each additional office user.
    Wintac Green Premium: $9,495.
    Wintac Pro PRemium: $9,995.
    Wintac Fuel Premium: $10,495.

FAQs:

    Who are the main user groups of this service?
  • Main users are field service, installation, and construction companies.

  • What is this service generally used for?
  • It is generally used as a business management software for service contractors.

  • What platforms does this service support?
  • Wintac is a cloud-based platform, and works in most typical Windows-based PC configurations and local area networks. Mobile version is available for Android and iPhone-iPad.

  • Does this service integrate with any other apps?
  • The Wintac Web Portal supports email integration, popular flat rate pricing programs, barcoding integration and credit card processing integration. It also integrates with Microsoft Office and QuickBooks.

  • Does this service offer an API?
  • It doesn't offer API.

  • Does this service offer guides, tutorials and or customer support?
  • They provide phone support, email support, FAQ section.

FAQs:

    Does this service integrate with any other apps?
  • Integrations: Sage Intacct, Twilio, QuickBooks, Fleetmatics, Goldmine.

  • Who are the main user groups of this service?
  • Users of FieldEdge are contractors in the field service industries including HVAC, plumbing, electrical, and similar.

  • What platforms does this service support?
  • This is a cloud-based software, with iOS and Android mobile apps.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials.

  • What are some applications this service is commonly used in tandem with?
  • It is most frequently used in tandem with Quickbooks.

  • What is this service generally used for?
  • This service is used for field service management.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there is multi-user capablity offered.

  • Does this service offer an API?
  • No.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • ServiceMax is an ideal field scheduling solution for small and medium-sized growing companies.

  • What is this service generally used for?
  • This service is generally used as a field service management solution.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • This is a cloud-based platform, with Android and iOS native apps offered.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: ProntoForms, BOARD, Workato, FinancialForce Accounting, MessageMedia, Cloud Elements, CallidusCloud Commissions, FinancialForce HCM, Blitzz, SAP, JIRA, Oracle EBS, Salesforce, QuickBooks.

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
Followers:
1.3k

Publisher:

Founded:
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Based in:
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Employees:
-
Likes:
652
Followers:

Publisher:

Founded:
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Based in:
Pleasanton
Employees:
201-500
Likes:
Followers:

Other:

Regional Restrictions:
No restrictions.

Other:

Who uses FieldEdge
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses ServiceMax
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Japanese, Italian, French, Spanish
Regional Restrictions:
No restrictions.
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