Complex Field Service Forms Simplified

DataGuide enables intelligent collection of information critical for the job at hand.

DataGuide is helpful because forms are automatically suggested to the tech, fields are pre-populated, and they get sent directly to the government agency — ultimately, automating the whole process!

Zach Arnold, Field Service Manager

Westmor uses DataGuide to:

focus specifically on the information critical to the job
efficiently capture and present data in support of a variety of tasks
boost productivity, reduce administrative time, and eliminate costly errors
increase ease of compliance

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All in One Place

Give your service team the one-stop-shop they want. Since DataGuide's advanced forms and checklists are native to ServiceMax, your technicians will be able to avoid switching between applications for a ticket. All the while, the data is flowing in real time from the field to the back office opening opportunities to exceptions or the unexpected.

Forms You'll Love (No, Really)

Technicians and service managers alike feel that forms and checklists, while necessary, are sometimes ineffective uses of time. DataGuide allows you to focus specifically on the information critical to the job at hand, while auto-populating fields that you already have answers for. You might still hate checklists, but you’ll love the guided experience and critical data coming from DataGuide.

Reduce the IT Burden

DataGuide's powerful no-code interface enables you to create forms quickly and make it available to the field via configuration only. Your team can dynamically collect data and will see follow up actions triggered in real time. All together, this results in our customers saving 17 IT person days per year on average.

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Never Lose Access

Unlike other checklist and form solutions, DataGuide boasts unique offline capabilities. No matter where the job takes them, your end users will always have access to the necessary work order workflows.

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Built by Field Service Experts

ServiceMax has a vision for field service and a stable future. We have 15 years’ experience building software exclusively for field service, we like to say we are field born, field tested. Customers are choosing DataGuide for advanced forms because it’s built by field service experts and leaders.

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Simplified Field Service Forms Drive Value Across the Team

Service Leaders, Managers
and Operations

Leverage a more advanced data solution, going beyond forms and checklists to a seamless solution, to collect the data you need, while boosting your productivity, reducing administrative time, and eliminating costly errors.
Technicians and
End Users

One app for all your field service needs! With everything in one spot, newer technicians can ramp up faster than ever, while also decreasing errors or requests for assistance.
Service Admins
and IT

Realize the return on your investment in no time. Due to the quick and easy implementation of advanced checklists, admins can focus on quick wins to add incremental value immediately.

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