Mobile Field Service Management Tools | ServiceMax

Mobile Field Service Management

Access anytime, anywhere with field-ready mobile apps.

There are very few jobs that demand the use of mobile technology more than that of field service technicians--who spend 95% or more of their time on the road. Your technicians require critical service information and customer data at their fingertips, no matter where or when, so they can solve customer issues fast. With ServiceMax Mobile, your field technicians, service managers and executives can each access ServiceMax anytime, anywhere on the devices they want.

ServiceMax’s field-ready suite of mobile apps provide access to everything from daily, weekly or monthly schedules to work order debriefs, regardless of location or connectivity. Our native iOS and Android apps are available for your techs to download right from the app stores, and our Windows app brings the rich mobile functionality of ServiceMax to mobile laptops. Whether deployed on an iPad, iPhone or any Android device, our apps use the ServiceMax Infinity Framework which allows field service organizations to implement their unique service processes, without requiring any custom code. You avoid the extended planning and development phases required by mobile development platforms and never sacrifice agility. ServiceMax Mobile delivers a user experience that is modern and consistent across apps, so your business can select the device that works best for your field service team or choose any device to support a bring-your-own-device (BYOD) strategy.

ServiceMax Mobile enables the highest levels of efficiency from your technicians, while simultaneously impressing and delighting your customers. In fact, the average ServiceMax customer increases productivity by 26%* and customer satisfaction scores by 15%*.

*Average ServiceMax customer results, based on a survey conducted in Jan. 2014.

PRODUCTS

iPad

Say goodbye to your bulky, old rugged device and carbon copies. ServiceMax Mobile for iPad is the first and only complete, field-ready solution optimized for the iPad. Rather than a enlarged version of an iPhone app, ServiceMax Mobile for iPad puts the iPad’s larger real estate to good use and introduces advanced touch screen capabilities, portability and ease of use to help techs perfect field service delivery.

Now field technicians have all customer and case history, installed product configurations, parts information, and pricing at their fingertips. These capabilities are accessible whether Internet connectivity is available or not, making the iPad a perfect choice for low or no bandwidth environments. Signature capture via the touchscreen ensures faster and more accurate billing. And the troubleshooting capabilities of this app – via knowledge base access and social collaboration – are second to none, improving first time fix rates. Technicians can even use FaceTime to show a colleague the issue they are facing and get real-time feedback and guidance. With ServiceMax Mobile for iPad, technicians have the information they need to provide flawless field service, all on a device your techs will enjoy using.

BENEFITS

  • Improves field service productivity by combining the usability of the iPad with ServiceMax’s complete field service functionality
  • Delight customers by arriving on-time and well-equipped to solve their issue fast
  • Decrease work order and service report creation time and quickly tally parts and repair costs
  • Improve first time fix rates by facilitating knowledge and real-time collaboration in the field
  • Sell more services by providing field technicians with up-sell and cross-sell recommendations and access to current pricing
  • Speed dispatching, reduce drive time and increase utilization by keeping techs updated with route planning and directions
  • Make service technicians trusted advisors by keeping them well informed of customer, product, and work order histories
  • Increase technician effectiveness and first time fix rates, by providing mobile access to customer and product knowledge
  • Speed cash flow by empowering techs to debrief work orders and capture signatures on the spot
  • Get up and running fast by utilizing our field-ready mobile apps – no coding needed, just configuration
FEATURES

  • Seamless offline capabilities, so that technicians can access customer or product information, or capture service details remotely, regardless of internet connectivity
  • Single sign on (SSO) and OAuth 2.0 to ensure seamless, secure access
  • Configure once, deploy everywhere: ServiceMax’s unique Infinity Framework provides process workflows and wizards that keep techs on track, regardless of which device they use
  • Calendar view of work orders and associated tasks that can be dynamically changed
  • Easy to search for parts and products in trunk stock and the trunk stock of nearby technicians
  • Real-time, automated pricing for time and materials estimations
  • Calendar view of work orders and associated tasks that can be dynamically changed
  • Advanced data validation during data entry ensures data integrity even if connectivity is not available
  • Access to all pertinent data: entitlement verifications, customer history, location, contacts, product service history, repairs, warranties and more
  • Smart Business Docs to create service reports, invoices, etc. and have customers sign them while on site
  • Add attachments (up to 25MB each) via the native iOS share screens, so that techs can easily capture and share photos/video taken at the customer site, email service reports or contracts, and more

iPhone

Field service technicians are the most mobile employees on earth, making mobile devices a must in field service. And a mobile device that can fit in your pocket is a requirement for many on-the-go techs.

Despite it’s smaller size, the iPhone is well suited for life in the field, and easily accessible when a technician needs it. ServiceMax Mobile for iPhone boasts full application functionality, even when disconnected from the Internet. Our field-ready mobile app enables techs to access information faster, eliminates paperwork, and ensures compliance with your unique service process. Technicians finally have everything from complete calendar access to full work order debrief to get the job done and delight customers.

BENEFITS

  • Improve field service productivity by combining the usability of the iPhone with ServiceMax’s complete field service functionality
  • Increase technician effectiveness and first time fix rates, by providing mobile access to customer and product knowledge
  • Speed cash flow by empowering techs to debrief work orders and capture signatures on the spot
  • Sell more services by providing service technicians up-sell and cross-sell recommendations and access to current pricing
  • Get up and running fast by utilizing our field-ready mobile apps – no coding needed, just configuration
FEATURES

  • Designed specifically for techs with field-based usability in mind; large touch targets, fewer clicks and intuitive navigation
  • Quick access to customer contact info and one-click dialing
  • Quick access to hands-free GPS navigation
  • Seamless offline capabilities, so that technicians can access customer or product information, or capture service details remotely, regardless of internet connectivity
  • Single sign on (SSO) and OAuth 2.0 support to ensure faultless, secure access
  • Configure once and deploy everywhere; ServiceMax’s Infinity Framework provides process workflows and wizards that keep techs on track, regardless of which device they use
  • Calendar view of work orders and associated tasks that can be dynamically changed
  • Real-time automated pricing for time and materials estimations
  • Advanced data validation during data entry ensures data integrity even if connectivity is not available
  • Access to all pertinent data: entitlement verifications, warranties, installed products, parts, accounts, cases and more
  • Smart Business Docs to create service reports, invoices, etc. and have customers sign them while on site

Android

Your techs are always on the move and need mobile devices that enhance their everyday tools. Android phones are everywhere. Both familiar and cost effective, Android phones are a business-savvy choice for any field service team.

ServiceMax Mobile for Android helps your techs deliver fast, effective service that not only impresses customers, but also delights them. Equipped with our end-to-end field-ready mobile app, your techs never worry about being disconnected from the Internet, always get the right information at the right time and consistently comply with your unique service processes. ServiceMax Mobile for Android is a perfect fit for your field service team on the devices that fit your business.

BENEFITS

  • Improve field service productivity with ServiceMax’s complete field service functionality that supports the disconnected day
  • Increase technician effectiveness and first time fix rates, by providing mobile access to customer and product information alongside your service delivery process
  • Speed cash flow by empowering techs to debrief work orders and capture signatures on the spot
  • Sell more services by providing service technicians up-sell and cross-sell recommendations and access to current pricing
  • Get up and running fast by utilizing our field-ready mobile apps – no coding needed, just configuration
FEATURES

  • Make mobile configuration easy with ServiceMax’s Infinity Framework—configure once, use anywhere
  • Provide seamless offline access, so techs can remotely find information and capture service details
  • Access an easy to use calendar for all important events and scheduled work orders
  • See a detailed work order view and debrief actions with service workflows configured for your business
  • Remotely request parts, capture time and material details with automated pricing rules
  • Navigate easily with a native connection to Google Maps to get hands-free directions
  • Quickly reach out with one-touch native link to call or text the customer contact for each work order
  • View, edit, create, and delete records
  • Stay up to date with Service Operations using robust offline data and configuration sync capabilities
  • Ensure data integrity with advanced data validation during data entry, even if connectivity is not available
  • Access all pertinent data: entitlement verifications, warranties, installed products, parts, accounts, cases and more
  • Create service reports, invoices, and capture signatures with Smart Business Documents

Laptops

Mobility doesn’t have to mean sending your technicians or engineers to a remote location armed only with a phone. For many industries, a laptop is critical to run diagnostics, access schematics or interface with other applications. Make sure your techs can access every detail with a field-ready mobile solution, whether internet connectivity is available or not.

ServiceMax Mobile for Laptops enables your remote workers to utilize a full, rich field service application without worrying about connectivity. Our HTML5-based solution for Windows laptops boasts a consistent experience across our web and mobile apps, ensuring an experience that is modern and intuitive – not an “offline client” afterthought.

BENEFITS

  • Speed dispatching and increase technician utilization rates by keeping them informed in the field, not driving back to the office or searching for a wi-fi signal
  • Increase technician effectiveness and first time fix rates, by providing mobile access to customer and product knowledge
  • Speed cash flow by empowering techs to debrief work orders and capture signatures on the spot
  • Sell more services by providing service technicians up-sell and cross-sell recommendations and access to current pricing
  • Improve first time fix rates by facilitating knowledge and real-time collaboration in the field with ServicePulse, and by providing in-depth product documentation, schematics, and diagnostic testing applications in the field
  • Get up and running fast by utilizing our field-ready mobile apps – no coding needed, just configuration
FEATURES

  • Supports Windows 7 & 8
  • Built using HTML5 to ensure a consistent experience across web and mobile applications
  • Seamless store and forward capabilities, so that technicians can access customer or product information or capture service details remotely, regardless of internet connectivity
  • Single sign on (SSO) and OAuth 2.0 support to ensure faultless, secure access
  • Configure once, deploy everywhere; ServiceMax’s Infinity Frameworkprovides process workflows and wizards that keep techs on track, regardless of which device they use
  • Calendar view of work orders and associated tasks that can be dynamically changed
  • Advanced data validation during data entry ensures data integrity even if connectivity is not available
  • Access to all pertinent data: entitlement verifications, customer history, location, contacts, product service history, repairs, warranties and more
  • Smart Business Docs to create service reports, invoices, etc. and have customers sign them while on site via an external signature capture pad (such as the Topaz, hardware sold separately)

Resources

  • ServiceMax Suite

  • ServiceMax Mobile for iPhone Datasheet

  • ServiceMax Mobile for iPad Datasheet

  • ServiceMax Mobile Datasheet

  • ServiceMax Mobile for Laptops Datasheet

  • Best Practice Guide - Flawless Dispatch and Work Order Management

  • Recorded Webinar: Want to Delight Your Customers? There's an App for That!

  • Recorded Webinar: iPads at Work

  • White Paper: Five Drivers Enabling the Field Service Mobile Revolution

  • White Paper: What You Need to Know About BYOD

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Mobile Field Service Management Overview

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