---
title: 'Applied Epic + PTC ServiceMax'
url: 'https://www.staging38.commercient.com/product/applied-epic-ptc-servicemax/'
date: '2026-06-19T09:57:15-04:00'
modified: '2026-06-19T09:57:15-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects Applied Epic to PTC ServiceMax, giving your team access to Applied Epic data directly within PTC ServiceMax. No complex coding required.'
featured_image: 'https://www.staging38.commercient.com/wp-content/uploads/2026/06/Commercient-Product-Image.webp'
language: en-US
post_type: product
woocommerce:
  price: '0 USD'
  stock_status: instock
  attributes: { Product: SYNC }
---

Commercient connects Applied Epic and PTC ServiceMax, giving field service teams access to ERP customer, equipment and order data from inside PTC ServiceMax. This gives dispatchers and field technicians the account information they need without switching between systems.

## What syncs

- Import PTC ServiceMax Estimates into Applied Epic as Quotes
- Sync Applied Epic Vendors to PTC ServiceMax Parts and Supplier Data
- Connect PTC ServiceMax Invoices to Applied Epic Invoices
- Sync Applied Epic Customer Payment Status to PTC ServiceMax
- Export Applied Epic Purchase Orders Linked to PTC ServiceMax Jobs
- Sync Applied Epic Customers to PTC ServiceMax Customer Records

## Why Commercient

### New customer setup

Connect PTC ServiceMax new customer records to Applied Epic Customers so customers added in the field service platform are immediately available for billing and order management in the ERP.

### Payment and balance status

Surface Applied Epic Payments and outstanding invoice balances inside PTC ServiceMax so technicians and managers know a customer's payment status before completing a job or taking payment.

### Purchase order management

Connect PTC ServiceMax Jobs parts requirements to Applied Epic Purchase Orders so field service job parts needs create purchase orders in the ERP for procurement.

### Job cost and margin tracking

Sync PTC ServiceMax job labour, parts and time data to Applied Epic so actual job costs can be reconciled against estimates and margin tracked across the service operation.

## About Applied Epic

Applied Epic is agency management software for commercial insurance brokers, managing policies, clients, renewals, commissions and carrier relationships.

## About PTC ServiceMax

PTC ServiceMax is an enterprise field service management platform for manufacturers and service organisations, managing work orders, entitlements, parts, field technicians and service contracts.

## Frequently asked questions

### Does Commercient support two-way data flow between Applied Epic and PTC ServiceMax?

Commercient can support two-way data flow for Customers, Items, Jobs and Invoices between Applied Epic and PTC ServiceMax when configured. Exact two-way capabilities depend on the systems and integration scope.

### Can Applied Epic Purchase Orders be created from PTC ServiceMax Jobs parts requirements?

Commercient can support connecting PTC ServiceMax parts requirements from Jobs to Applied Epic Purchase Orders when included in scope. This allows field service jobs to trigger ERP procurement workflows automatically.

### Can PTC ServiceMax Jobs job costs flow back to Applied Epic for financial reporting?

Commercient can support syncing PTC ServiceMax Jobs labour, parts and cost data back to Applied Epic when included in scope. This helps finance teams report on service margins and job profitability from ERP records.

### How is customer data matched between Applied Epic and PTC ServiceMax?

Commercient handles customer matching between Applied Epic and PTC ServiceMax using configurable criteria such as customer code, email or account name. Matching logic is agreed during the scoping and setup process to prevent duplicate records.

### Can PTC ServiceMax estimates sync to Applied Epic as Quotes?

Commercient can support syncing PTC ServiceMax estimates or quotes to Applied Epic as Quotes when included in the integration scope. This keeps quoting activity consistent between the field service platform and the ERP.