ServiceMax
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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.
Integrations
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
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
JWT, Veritas, DDB, McCann WorldGroup, BBDO
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
WorkBook Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Mobile Field Service Management
- Schedule and Dispatch
- Work Order Management
- Installed Base
- Warranty and Contract Management
- Preventive Maintenance
- Parts and Returns Management
- Metrics, Reporting and Dashboards
- IOT Connected Field Service Management
- Complex Job Planning
Pricing Info
ServiceMax pricing is available on a by quote basis only. Contact ServiceMax directly for more detailed pricing information.
Integrations
ServiceMax integrates with the following business systems and applications:
- SAP
- Oracle EBS
- JIRA
- Salesforce
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Domino, James Automation, Peavey
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
ServiceMax offers scheduling, dispatch, contracts, entitlements, work orders, installed base, IoT, parts, inventory, mobile, social, and reporting.
Company Email
info_uk@servicemax.com
Contact No.
Company's Address
ServiceMax Headquarters
4450 Rosewood Drive
Suite 200
Pleasanton, CA 94588
ServiceMax Comparisons
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Both WorkBook and ServiceMax were tested by a panel of independent SaaS experts who carried out a detailed analysis of all important elements of each service. Their final rating was prepared with unique SmartScore algorithm which provides a separate partial score to every element such as: main features, client support, mobile device support, security, customer satisfaction as well as market presence. Here at FinancesOnline we know useful features are not the only factor crucial to a business so we do our best to pay attention to all aspects of a solution prior to giving it a final rating.
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