Kickserv vs. ServiceMax

We use KickServ for nearly every aspect of our operation and cannot think of a scenario when it is "inappropriate" or "less appropriate". It is the backbone of our operation and is used for everything from data gathering to estimates to invoices to payments and accounts receivables to reports to tracking to storage of photos and past invoices. Better searching abilities would be good instead of having to create tags for things we don't know we are going to need later.

Incentivized

ServiceMax boasts that it runs natively on the SalesForce platform however, in reality, it functions less as a native component and more so as a confusing doppelganger that redirects your work at every turn from its intended output to something else entirely. Although it blends right into SalesForce on a surface level it is by no means seamless as it takes every frustrating or slow element of its host platform and amplifies them, seeming exponentially at times. This is of course until you'd like the ServiceMax components to differentiate themselves in some manner from elements that are actually native to SalesForce. For example, let's say you'd like to run a report of tickets pending review for invoicing but both SalesForce and ServiceMax's service platforms have the record types "Ticket" and "Invoice", what do you do? Well, you get to take part in what will soon become your new top housekeeping task, hours of trial and error until you stumble upon the magic combination of selections that might get you *most* of your data. In short, ServiceMax is...

1. Painfully slow - I wrote this review while waiting for it to update a single line in Price Book)
2. Inherently buggy
3. Unintuitive
4. Hopefully shortlived

• Organization - keeps everything organized nicely and has several different filters that you can use to view only the information you need.
• Simple website - this was important because you want it to load quickly when you are in the office and on the road.
• Database - keeps track of the things that you enter. This is nice when trying to get information on a product or a price when requested by the customer.

Incentivized

• ServiceMax easily creates service tickets and tracking information.

Incentivized

• Some of the reports are difficult for us to extract the data that we want. Sometimes I will get duplicated data, so I have to dump the files into Excel to make sure I've extracted any duplicates.
• Never was able to log in to the Android App, so I just gave up and kept using the mobile browser based option.

Incentivized

• The offline sync is very buggy and has many limitations. Recovery of the sync if it fails because of technicalities is in many ways, unrecoverable and unexplainable by the user.
• No integration with Salesforce knowledge articles.
• Support is limited and usually not knowledgeable about their own products.

Incentivized

It's perfect for our company. We rely on it. Tech support is great. We're very happy.

Incentivized

It is intuitive enough, but there is some training that will be necessary because of a perceived redundancy within their workflow. It can be hard to distinguish which stage a customer is in (thus what the most important thing to be working on, if you are in sales, for instance) without some training.

Incentivized

Very good technical help. The team is well-versed in their product and what to look for, particularly when interacting with other software platforms. You nearly always get a live person when you call, and if you don't, they will return your call promptly. This is another factor in my client's decision to move forward with their solution.

Incentivized

Engaged account management. Support is based worldwide but handoffs have not been too painful.

Incentivized

Easier to use than Salesforce. More robust than Zoho. More functionality that is easier to learn than both.

Incentivized

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

• For companies in construction, worksite management, or piece-work or punch-list management needs who are currently running disparate, disconnected systems. Kickserv is among the best at getting them up to speed and running in an all-digital platform... fast.

Incentivized

• We are able to track and easily report on the location of all our installed hardware to pinpoint issues.

Incentivized