---
title: 'ShopWorks + PTC ServiceMax'
url: 'https://www.staging38.commercient.com/product/shopworks-ptc-servicemax/'
date: '2026-06-19T11:18:58-04:00'
modified: '2026-06-19T11:18:58-04:00'
author: 'Aaron Torres'
excerpt: 'Commercient SYNC connects ShopWorks to PTC ServiceMax, giving your team access to ShopWorks 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 ShopWorks and PTC ServiceMax, giving field service teams access to ERP customer, equipment and order data from inside PTC ServiceMax. When a job closes in PTC ServiceMax, the integration can trigger invoice creation in ShopWorks to accelerate billing cycles.

## What syncs

- Sync ShopWorks Vendors to PTC ServiceMax Parts and Supplier Data
- Connect PTC ServiceMax Invoices to ShopWorks Invoices
- Sync ShopWorks Customer Payment Status to PTC ServiceMax
- Export ShopWorks Purchase Orders Linked to PTC ServiceMax Jobs
- Sync ShopWorks Customers to PTC ServiceMax Customer Records
- View ShopWorks Invoices and Sales Orders in PTC ServiceMax

## Why Commercient

### Payment and balance status

Surface ShopWorks 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 ShopWorks 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 ShopWorks so actual job costs can be reconciled against estimates and margin tracked across the service operation.

### Technician scheduling and ERP visibility

Connect PTC ServiceMax technician assignments and job schedules to ShopWorks so resource costs and job data are available in both platforms for operations and finance.

## About ShopWorks

ShopWorks is business management software for screen printing, embroidery and promotional products companies, managing orders, production, inventory, purchasing and billing.

## 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

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

Commercient can support connecting PTC ServiceMax parts requirements from Jobs to ShopWorks 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 ShopWorks for financial reporting?

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

### How is customer data matched between ShopWorks and PTC ServiceMax?

Commercient handles customer matching between ShopWorks 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 ShopWorks as Quotes?

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

### What data can Commercient connect between ShopWorks and PTC ServiceMax?

Commercient can connect ShopWorks and PTC ServiceMax to sync data such as Customers, Items, Inventory, Sales Orders, Invoices and Payments. Supported objects and sync direction depend on the customer's system setup and project scope.