Quickly implement a partner portal that is fully integrated with the ServiceMax platform
Customize the portal to reflect your brand
Create as many partner communities as you need, and manage them centrally
Leverage prebuilt dashboards and reports for real-time visibility into your partners’ activities, and share real-time performance insights with them
Assign work orders to partner companies, individual 3rd-party engineers, or a pool of contracted and qualified technicians
View and Update Existing Work Orders
Upon assignment, partners will see their work orders in the portal and within a given timeframe, must accept or reject them.
Utilize built-in sharing rules to securely and efficiently share information across partners, currencies, languages, and locations
Safeguard your community with proven security technology from Salesforce
Provide partners with mobile apps to make their field workforce more productive
Enable your contractor’s field technicians to generate new work orders for follow-on jobs, determine the maximum cost per work order, and implement corresponding approval workflows
Let your contracted partners search for historical work orders or filter them by status
Give your partners insights into customer entitlements, and help them increase their billable time and new contract sales
Provide partners the same information as your own workforce to ensure that parts are accounted for and work is completed efficiently
Interact with third-party technicians at job site to quickly resolve any potential issues
Keep your partners aware of changed parts, updated configurations, or new equipment calibration
Give partners insight into their operations and success through ServiceMax Reports & Dashboards
Use ServiceMax Collaboration and Knowledge for real-time communication on products, services, customers and prospects
Consolidate your communication in one location and apprise partners of new service policies, procedures, upcoming events, training, or certifications programs
Define service partner resources, personnel and availability to manage schedules and assign work orders
Allow partner teams to view work orders, inventories and entitlements, create time and material details, complete and debrief work in the field
Give partners insight into their operations and success with ServiceMax Reports & Dashboards
Collaborate using ServiceMax Collaboration and Knowledge for real-time communication on products, services, customers and prospects
Maintain different communities for multiple partners or enable role-based permissions to securely share information across partners