Work Order Management

ServiceMax Work Order Management delivers comprehensive capabilities that field service organizations need in order to gain best-in-class status.

With the Work Order Management module, you can manage field service teams and their territories, as well as the corresponding field activities including creation, assignment, execution, closure and debrief of fieldwork. And you can extend this work order management capability to your partner service teams.

Maximize productivity of your field service teams
By standardizing the entire field work on a work-order, technicians (including service partners) can access their assigned work orders online, offline or on the mobile device ensuring continuity and maximizing productivity.
Reduce Billing errors
By generating a service report with actual parts and time consumed, as well as customer’s signature on the field, you can reduce confusion and avoid costly billing errors.
Keep accurate track of Parts and Labor expenses
By adding the Time and Expense lines to the work-order, you can keep accurate track of your parts consumption and expenses and your time contributions.
Centralized Problem Data Capture
With work-order management customers can capture, manage and analyze the entire problem to resolution path including customer description of the problem, root cause analysis data, failure data and the fix data in one centralized location.
Enable seamless interactions with service partners
The standardized work order functionality of this module enables seamless interactions and data exchanges between your field teams and your service partner field teams so partner technicians have access to the same set of data (based on your pre-defined visibility rules) that your technicians have.
Watch out for SLA commitment violations
By automating the creation, assignment, execution and completion of a field task onto a work-order, field service managers have accurate, real time visibility on the stats of a work order and can have instant access to work orders that are close to violating SLA commitments.
Minimize operational costs by empowering your customers
By empowering your customers to obtain status of pending work orders, or to create their work orders through the customer portal based on their time availability, you can minimize the operational costs on your call center.
Gain Insight on billing, costs, service history, parts usage and failure analysis
With ServiceMax’s analytics and reporting capability on the work-orders of your field service organization, you can gain insight on the overall time and parts consumption, service history, root cause and failure analysis and much more.

Ability for field service managers to define service teams, partner service teams and technicians along with their territories
Ability for technicians and partner technicians to create, assign, update and debrief a field work-order
Ability for a technician to not only create and generate estimates and quotes but also to create actual time and expense items and generate final invoices for customer signature
Capability for technicians to access and update their work-orders from mobile or offline
Capability for customers to obtain status or to create their work-orders from the customer portal
Ability to generate insightful Reports and Dashboards on work order data including the team’s service history, overall parts usage and time consumed, failure analysis reports
Extend work order management functionality to service partners

Work Order Detail

Easily Update Order Detail

Wizard-Driven Work Order Debrief

Instant Invoice Creation

Work Order Management

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