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Compare Salesforce Field Service Lightning vs WorkBook

What is better Salesforce Field Service Lightning or WorkBook? To successfully purchase the most useful and productive Project Management Software for your enterprise, you have to compare products available on the market. For instance, here it is possible to match Salesforce Field Service Lightning’s overall score of 9.4 against WorkBook’s score of 8.0. You can also review their general user satisfaction: Salesforce Field Service Lightning (100%) vs. WorkBook (97%).

What’s more, you can compare their good and bad points feature by feature, including their terms and conditions and prices. By comparing products you are more likely to choose the best software for your situation. It’s clear you have to know your particular requirements to realize which software addresses those needs.

At the moment, the top solutions in our Field Service Management Software - FSM category are: Jobber, ProntoForms, Salesforce Field Service Lightning.

NOAWARDS
YET

SmartScore™

OUR SCORE 9.4

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $50

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Push notifications
  • Automatic real-time updates
  • Day view
  • Guided instructions
  • Centralized knowledge hub
  • Collaboration
  • Contact database
  • Service reports
  • Barcode scanner
  • Service contracts
  • Maintenance plans
  • Offline priming sync
  • Customized mobile app
  • Polygon mapping
  • Routing
  • Dispatching
  • One-click scheduling optimization
  • Crew scheduling
  • Return merchandise
  • Authorizations
  • Asset tracking & management
  • Inventory management
  • Work order management
  • Contractor management
  • Reporting & dashboards
  • Service history tracking
  • Field payment collection
  • Native Android and iOS apps

Pricing Info

For Managers/Employees

Mobile Employees

  • Enterprise – $150/user per month (billed annually)
  • Unlimited – $300/user per month (billed annually)

Dispatchers

  • Enterprise – $150/user per month (billed annually)
  • Unlimited – $300/user per month (billed annually)

Field Service Lightning Plus 

  • Enterprise – $200/user per month (billed annually)
  • Unlimited – $350/user per month (billed annually)

For Contractors

  • Contractor – $50/user per month (billed annually)
  • Contractor Plus – $75/user per month (billed annually)

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Integrations

Salesforce Field Service Lightning integrates with apps, systems, and data across the Salesforce cloud ecosystem, as well as third party apps and services for accounting, email, scheduling, help desk, and customer support, among others.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Field management solution for managers, contractors, and mobile employees

Company Email

Contact No.

Company's Address

The Landmark © One Market St. Suite 300
San Francisco, CA 94105
United States

Popular Alternatives

Product Name
Score

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE 97%

Pricing

Starting from $19

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Easy Adding Prospects And Contacts
  • Activities & Follow-Up List
  • Saving Files
  • Adding Pipelines With Weighted Revenue
  • Integration To Activecampaign For Email Marketing
  • Logging Progress Of Sales Activities
  • Pipeline Forecasting / Cash-Flow Forecasting Dashboard For The Next 12 Months
  • Manage Contacts On Lists
  • Sync Contacts To Outlook And Google Contacts
  • Easy Conversion Of A Pipeline To A Project
  • Easy Adding Projects & Tasks
  • Follow-Up On Tasks Assigned -> Hours Allocated -> Hours Used
  • Collaboration With Team Members And Get Instant Notifications
  • Saving Files To Projects And Comment On Them
  • Upload Briefings To Ensure All Team Members Knows What To Do
  • Create Great Looking Price Quotes And Invoices That Can Be Emailed To The Client
  • Add All Cost Elements To The Project
  • Integration To Email And Calendar (Outlook And Gmail)
  • Request Supplier Quotes And Create Purchase Orders
  • Create Gantt Charts And Link Tasks (Bindings)
  • Collaborate With Your Client Through The Client Portal
  • Follow-Up On Client/Project/Employee Profitability
  • Traffic Views For Resource Planning Including Calendar View
  • Really Easy Time Sheet/Expense Entry On Iphone & Ipad App
  • Start & Stop Timer
  • Chart Of Accounts And Easy Journal Entry
  • 21 Built-In Dimensions + 10 Custom Defined Dimensions
  • General Ledger Imports
  • Automatic Posting Of Project Related Costs To System Accounts
  • Accounts Payable & Accounts Receivable With Balance Ageing
  • Cheque Cutting And Bank Integration
  • Intelligent OCR Supplier Invoice Scanning And Electronic Approval
  • Flexible Customizable Finance Reports
  • Accounts Receivable Due Invoices Reminder
  • Accounts Receivable Interest Calculation
  • Bank Reconciliation
  • Multi-Company, Multi-Currency And Inter-Company Transactions/Settlement
  • Flexible Accounting Period Control
  • Financial Budgets
  • Numerous Data Exports
  • Flexible Sales Tax And Vat Setup
  • Sox Compliant
  • Subscription Module For Automatic Billing
  • Credit Card Integration For Expense Entries
  • Numerous Views For Controlling And Follow-Up
  • Business Intelligence, Dashboard & Report Writer Add-On

Pricing Info

WorkBook offers a very flexible pricing scheme that enables you to choose modules and add-ons that will suit your company or your role. Basic plan starts at $19 per user per month (30 users minimum) and includes the following features:

  • Timesheet
  • Unlimited customers and projects
  • Collaboration features
  • File sharing

Advanced tools such as Invoicing and Billing, Resource Planning and Gantt Charts, Price Quotes, etc. can be added for an additional cost.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

JWT, Veritas, DDB, McCann WorldGroup, BBDO

Integrations

WorkBook supports integrations with the following business applications:

  • ActiveCampaign
  • Google Drive
  • SAP Financials OnDemand
  • Email Archiving
  • Microsoft Dynamics NAV in the Cloud
  • Microsoft Dynamics AX
  • Dropbox
  • Replicon Professional Services Automation Software
  • Microsoft Business Solutions
  • Google Mail and Calendar
  • Microsoft Outlook
  • MagPeople
  • Dynamis AI
  • Readsoft

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

WorkBook is a grown-up software suite for project and resource management, CRM and accounting.

Company Email

Contact No.

Company's Address

Teglværksgade 37, 2100 Copenhagen, Denmark

You should pay attention to the fact that while both Salesforce Field Service Lightning and WorkBook may have a top quality range of features each solution could be designed for a different company size. If you are analyzing various solutions you should give some attention to a business size they are catering to. Some functionalities could scale up efficiently for big enterprises but if you own a small or mid-sized company it’s frequently better to stay away from paying for advanced functionalities that you may never actually use.

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