Manage work orders through all stages with

Work Order Management

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How does Work Order Management Software from ServiceMax improve your service delivery results?

  • +23%


  • +25%


With ServiceMax Work Order Management Software you can be confident that your field team utilization and productivity is the highest it can be. Easily manage and track work orders and ensure that they are resolved within commitments. Through effective work order management you can meet the business outcomes your customers demand, speed up cash flow, and build relationships that drive new service revenue.

*Average ServiceMax customer results
5 W's of an Outcome Based Service Model

Streamline Your
Work Order Processes

See how ServiceMax Work Order Management Software helps you achieve efficiency gains

Managing work orders is at the center of every field service operation. To grow your business, delight your customers, and reach your service goals, moving beyond pen and paper and digitizing your complete work order processes is key.

From work order creation and assignment through job execution and debrief, ServiceMax’s field service software provides you with everything you need to manage and monitor work orders: a modern scheduling environment that your dispatchers will love, a consumer-style app that empowers your technicians in the field, an easy way to automate workflows, and a robust, feature-rich platform that keeps track of all work performed on your installed base to help you manage your entire service operation.

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Automated work order enrichment

Achieve best scheduling results by adding data and logic

ServiceMax Core supports any work order creation process, whether automated, manual, from cases, customer requests, installed products, or triggered via API from an IoT-based system. This is how it works: Upon creation, work orders inherit data from the record they were created from. For example, when creating a work order from an installed product, the work order inherits information such as location and asset details. To get work orders ready for scheduling, the system enriches them with additional information and applies a rules-based engine that is driven by multiple criteria such as duration, SLAs, preferred tech, skills, and more.

Work Order
Scheduling & Dispatch

Getting the right technician to the right job, every time

Once work orders have been created and are ready for scheduling, your dispatchers now have to get the right technician to the right job at the right time with the right parts and information. To ensure first time fixes and happy customers while keeping cost low, ServiceMax scheduling solutions provide your dispatchers with everything they need to prioritize, match, schedule and monitor work orders. The optimum for dispatchers is ServiceMax premier scheduling environment Service Board that equips dispatchers with features to efficiently handle every scheduling scenario, regardless of its complexity. Take for example the one-click recommendations to get suggestions from the system for the best matching technician, the most effective schedule, or the best time slot.

Fully integrated with Service Board, ServiceMax's Schedule Optimization offers a fully automated approach to work order management. Whether technicians are working on installations, overhauls or decommissions, your dispatchers can rely on features such as project scheduling, long-cycle jobs, and crew management to handle any work order with ease and confidence.

Dispatchers instantly understand dependencies between work orders and resources with Service Board’s scheduler view

Service Execution in the Field

Boost technician productivity and utilization during work order execution and debrief with the ServiceMax Go mobile app

ServiceMax Go has all the field-ready functionality you need to improve field productivity. Designed from the ground up with field technicians and engineers in mind, ServiceMax Go provides an consumer-style experience for any device. And to support field technicians best, its workflows can always be applied regardless of internet connectivity. ServiceMax Go empowers field workers to successfully complete work orders, present service reports for customer signature, provide pricing of labor, parts and products in the field, and much more.

ServiceMax Go

Service Automation & Standardization

Simplify and standardize all service processes with prebuilt workflows

The ServiceMax Core platform includes prebuilt workflows that are the result of years of experience in the field service industry. Our Service Flow Manager — a powerful business workflow engine — ensures consistent service execution without coding, while adapting to your evolving business needs through flexible configuration. Administrators will find it easy to implement new workflows and processes on different objects of the ServiceMax platform such as accounts, service contracts, work orders, installed products, and parts.

Service Flow Manager

Prebuilt Dashboards & Reports

Get work order insights and measure the health of your entire field service operation with the right metrics

To stay on top of your work orders, you need hard facts. The ServiceMax field service platform equips you with prebuilt Dashboards and KPIs that provide insights into work order trends, status, aging, and time-to-completion. With ServiceMax Analytics, you get visibility into every aspect of your service operation. More than 90 self-service dashboards and reports are available to help you improve decision making and benchmark service performance by region, territory, and product line over time.

Work Order Management Dashboard for service managers

Built on Salesforce

A seamless experience for all stakeholders, from sales to support to service

Built on Salesforce, ServiceMax Core field service management platform seamlessly integrates with both the CRM and Service Cloud and delivers secure access to your information 24/7/365 on any device, from anywhere.

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