Datasheets

ServiceMax Field Service Management

180809

ServiceMax is the leader in Field Service Management. Our solution enables organizations to drive new sources of revenue, increase efficiencies in their service operations, and expand both customer satisfaction and overall market differentiation.

ServiceMax DataGuide

220617

DataGuide enhances the power of ServiceMax Go and the Core platform by combining the capabilities of Advanced Forms and Document Generation to guide technicians to efficiently capture and present data in support of a variety of tasks such as inspection, maintenance, and safety. Learn more about how DataGuide will deliver an experience for your field technicians that will boost their productivity, reduce administrative time, and eliminate costly errors in your service data.

The Benefits of Asset Data for Operational Teams

221116

ServiceMax's Asset 360 empowers your operational teams across the asset lifecycle – design/build, sell/install/rent, maintain/operate and replace – to improve service execution and drive operational excellence.

ComplianceQuest for ServiceMax

220714

Together, ComplianceQuest and ServiceMax drive field service effectiveness by helping companies proactively identify trends and potential issues from quality data, such as complaints, to help mitigate risks associated with assets and field services.

10 Steps Service Organizations Can Take to Be Prepared for the Evolution of Field Service

220201

The following 10 actions are areas that organizations should prioritize to continue the path of service leadership.

Spark Core

211206

This Spark Professional Services package provides you with key functionality of the ServiceMax Core platform and is designed for fast implementation and rapid time to value. The functional scope is ideal for companies that are outgrowing manual processes and want to move to the next level of field service execution. By providing you with guard rails of prescribed processes, Spark helps you implement ServiceMax Core efficiently.

Spark 360

211206

ServiceMax Spark gives you what you need to quickly transform your service operations and reap the benefits of increased service profitability, asset visibility, and agility. With Spark 360, you will have access to all the project leadership, expertise, and services you need to successfully go live with ServiceMax Asset 360—quickly, cost-effectively, and risk-free.

FieldFX: The Complete Mobile Field Operations Management Solution

211101

The FieldFX product suite is a complete mobile field operations management solution that consists of several seamlessly integrated modules designed to meet the unique needs of companies in the oil and gas, industrial, and environmental services industries. FieldFX empowers companies with the ability to organize and manage jobs, quotes, field tickets, equipment, contracts, price books, and labor, along with customer-specific electronic forms such as safety incidents, inspections and other operational data reports. Discover how FieldFX provides real-time data at your fingertips in one centralized database.

FX Rental: Capturing Asset Data Throughout the Rental Lifecycle

211012

FX Rental is a fit-for-purpose module that provides a seamless experience from the warehouse to the field to the back office, capturing asset and consumable data throughout the rental lifecycle. Discover how FX Rental provides visibility and data for rental assets.

FX Trucking: The One Stop Shop

210621

The FX Trucking module is a fit-for-purpose, segment-specific app that provides a seamless experience for the dispatcher. Access to all of the information required is provided from one screen and dispatchers no longer need to leave the scheduling screen to create tickets. Discover how tickets are auto-generated, with pre-configured charges, based on the hauling commodity selected.

ServiceMax Asset 360 Connect from MuleSoft

210609

Efficient field service execution increasingly depends on leveraging data across the enterprise. Typically, this data is siloed within separate systems, resulting in challenging integration projects. ServiceMax and MuleSoft have partnered to help ServiceMax easily and quickly connect this siloed data with ServiceMax Asset 360, the leading field service management solution for asset-centric companies.

Strengthen your Field Service Solution with Asset-Centric Capabilities

210524

Field service is becoming increasingly sophisticated and complicated. Technology innovation, customer expectations, industry dynamics, and new business models are requiring new approaches to how work is executed on the front lines. ServiceMax Asset 360 for Salesforce helps users of Salesforce Field Service address new complex service use cases and derive even more value from their deployments. Asset 360 complements Salesforce’s leading appointment-centric capabilities with ServiceMax’s equipment-centric capabilities in areas such as complex processes, entitlements, and asset visibility. The solution truly delivers a 10x experience.

ServiceMax Connect by Jitterbit

210503

ServiceMax Connect by Jitterbit brings together the leader in asset-centric FSM and a leading enterprise integration platform to make it fast and easy to connect ServiceMax and ERP data and business flows - no code needed.

FX Schedule & Dispatch: The Ultimate Whiteboard

210329

Streamline your job management process with the ability to update, store, and manage all of your pertinent job, personnel, and equipment information in one convenient place with FX Schedule & Dispatch. This module will standardize and centralize your scheduling processes.

FX E-Ticketing: Streamlining the Field Ticketing Process

210329

FX E-Ticketing streamlines the entire ticketing process from operations to field personnel to accounting. With the fastest sync time in the industry, you’ll know the status of completed tickets as soon as field personnel update the information. Now you can review job tickets and make any modifications before invoicing.

ServiceMax Engage

210312

Connect, support, and leverage end customers to ensure customer satisfaction and accurate asset data. Owners and operators of complex assets increasingly expect greater visibility into and involvement with the service process. ServiceMax Engage is an intuitive mobile app that connects field service organizations with asset owners and operators to increase service visibility, elevate the end customer experience, and ensure asset data quality.

FX Timecards: Quick, Easy And Accurate Time Management

210226

The FX Timecards module makes the process of tracking payable time for employees simple and more efficient. Trade your paper or Excel-based time management process with an easy-to-use native application on a smartphone.

ServiceMax SMS Action Service

210125

Field service providers are continuously seeking to improve worker productivity. At the same time, customers, service managers, and technicians themselves increasingly expect to be updated in real time on the status of the work being performed. How can field technicians keep their service stakeholders updated while not wasting precious time performing repetitive tasks on their mobile devices?

USDM Life Sciences and ServiceMax deliver a validated, continuously compliant, total solution for field service management

210125

Companies in life sciences and medical equipment industries know that failure to comply with regulations can cost hundreds of thousands of dollars and present serious hurdles to their business. Repair and maintenance are key component of the product lifecycle that help retain customers and grow business. Technology supporting aftermarket services needs to be both robust to handle maintenance of complex equipment and continuously validated to ensure compliance with FDA’s 21 CFR part 11.

ServiceMax Partner XCELLENCE Program Enablement Journey

201030

ServiceMax Systems Integrators and Consulting Partners enable our clients to digitally transform their business to deliver an unparalleled solution that drives operational efficiency with 360-degree view of assets. To improve the quality of services provided and create long lasting relationship with our partners, ServiceMax partner enablement and success journey is focused on building capacity and competency with Asset 360.

Zinc - Intelligent Remote Service

201029

We know efficient service resolution is a key success indicator for both you and your customers. To power efficient service resolution, your technicians need to be connected with the people and information that can help them solve issues quickly. This includes having a way to receive the right knowledge at the right time, right away. Zinc’s Remote Service capabilities provide the intelligence needed for headquarters to effectively support field technicians.

ServiceMax Remote Support, powered by Scope AR

201029

Remote service support has become an important capability for field service organizations. Drivers include new health and safety requirements, the complexity of equipment and a growing skills gap in the workforce. Leveraging text, chat, voice, and visuals to deliver contextual knowledge— at the right time, and in the right format—has the potential to profoundly improve productivity, safety, and asset uptime, as well as both customer and employee experience.

Bolt Data Connect + ServiceMax

201012

The loT market for service execution is maturing. According to Gartner, 65% of complex equipment manufacturers plan to execute loT-enabled “servitization” by 2025. But these plans cannot come to fruition without applications that address the data, work type and integration challenges specific to field service.

ServiceMax Asset 360 for Salesforce Field Service

200901

ServiceMax and Salesforce joined forces to deliver an unparalleled solution that drives operational efficiency and uptime with a 360-degree view of assets on the world’s #1 CRM platform. Built on standard Salesforce data objects and leveraging its inherent platform capabilities, Asset 360 adds deep asset-centric functionality and automation to the Salesforce platform - wrapped in a modern application layer where ServiceMax’s industry expertise shines through. Asset 360 delivers complete visibility into assets in the field so companies can maximize asset performance. This enables service organizations to shift to outcome-based business strategies that propel their business forward in an age where service is a leading differentiator.

AnswersAnywhere for ServiceMax: Delivering Parts & Technical Knowledge When and Where Field Service Engineers Need It

200814

Combining AnswersAnywhere and ServiceMax creates a robust solution that provides field service engineers with access to all the knowledge they need without having to navigate away from the work order. From within the ServiceMax application, engineers can access relevant parts and technical information on their mobile device with a simple tap of the AnswersAnywhere button. When a part is selected in AnswersAnywhere, it can be automatically added to a ServiceMax work order for fool-proof parts ordering every time.

ServiceMax for Equipment Dealers

200706

Often affiliated with one or more manufacturers, dealerships selling and renting equipment operate in increasingly commoditized markets with shrinking product margins. Against this challenging reality, dealers are focusing on service to differentiate themselves from the competition, drive profitable growth and increase market share. But where to start?

FX EAM: Providing Process and Intelligence for Physical Assets

191105

Field service companies are asset-intensive, and they rely on these assets to stay operational, which is why enterprise asset management (EAM) is critical to their success. FX EAM provides process and intelligence for physical assets allows for increased equipment reliability, systematic preventative and predictive maintenance, and efficient inventory management.

Asset-Centric Field Service Management for Facilities

190917

The challenge to continually improve margins and the promise of long term, more profitable client relationships drives facility management companies to move on from an operational role to becoming a strategic partner. At the same time Facility Management (FM) professionals battle with a multitude of inefficient systems that fail to provide the necessary visibility and accountability and that are responsible for billions of dollars wasted in facility management every year. Companies in the FM industry need to improve their processes and close functional gaps in their systems to grow margins, satisfy their customers, and realize productivity gains for their mobile workers.

Asset-Centric Field Service Management for Heavy Construction Machinery

190814

ServiceMax is the leader in field service management, providing digital tools to automate and manage work orders, service debriefs, parts planning, inspections, preventive maintenance, and technician enablement.

Asset-Centric Field Service Management for Material Handling Equipment

190814

ServiceMax provides field service management for control systems and material handling equipment by managing and automating work orders, service debriefs, parts planning, inspections, proactive maintenance, and technician enablement.

Service Execution for Renewable Energy

190814

Renewable energy growth is accelerating due to policy, technology, and cost advances. The intensifying growth of renewables poses problems for service execution. Keeping track of scheduling and dispatching workers safely and efficiently; ensuring offline capability; and making the most of IoT enabled insights are among the challenges facing OEMs, service providers, and operators of renewable energy assets. Fortunately, these challenges play to ServiceMax’s strength in complex service.

Service Execution for the Smart Grid

190814

The electrical grid is becoming more and more complex due to the explosive growth of distributed “smart grid” assets such as smart meters, solar and distributed energy resources, batteries, and electric vehicle charging stations. OEMs, utilities, and service providers that develop, deploy, and service smart grid technology select ServiceMax for its leadership in complex and connected service execution.

ServiceMax for Rail Transportation

190806

ServiceMax for Rail Transportation can support the management of signal, track, bridge, communication, and wayside equipment maintenance. It is designed specifically to support the daily maintenance delivery operations of freight railways large and small, transit, commuter/passenger rail and light rail customers.

ServiceMax for Power Generation

190805

Changing patterns of electricity demand and supply are pressuring companies across power generation to “do more with less”: to improve productivity and reduce operations and maintenance costs while ensuring the safety of their technicians. Balancing these business outcomes cannot be achieved with today’s legacy software systems. ServiceMax helps power plant operators, service providers, and OEMs address a prevalent pain point in power generation service: orchestrating and completing complex work. Its asset and service management capabilities create value and drive outcomes across the service delivery chain, from providing an as-maintained system of record to finding the right crews for the job to equipping workers with the digital tools to get the job done.

Security for the Service Execution Platform

190723

Trust is the foundation of our customer relationship. We value the trust you place on us as the stewards of your equipment and asset data. The ServiceMax Service Execution Platform is highly secure and designed to meet the rigorous standards you expect. We are committed to continue developing Field Service Management and Asset Management products that are secure, compliant, and available.

ServiceMax Advanced Forms

190712

ServiceMax Advanced Forms is the ultimate efficiency tool for your technicians’ work belt. It ensures that complex forms, inspections, and checklists are reliably executed by technicians on their mobile devices.

Zinc Drives Results for Field Service Teams

190710

By leveraging a single communication platform that connects everyone with the people, knowledge and resources needed, field service organizations can make impressive improvements that result in cost savings, improved performance and retention rates, higher customer satisfaction, and increased revenue.

10 Reasons Why Customers Choose Zinc Over Any Other Communication Platform

190605

Zinc brings real-time, secure communication to teams who are on the ground, working with customers each day. What makes Zinc stand out from the crowded market of communication solutions? In this infosheet, you'll find our customers' top 10 reasons for why they love using Zinc.

ServiceMax Remote Triage

190508

ServiceMax Remote Triage is a module of the ServiceMax platform that helps service organizations find the most cost-effective solution for each failure incident and prevents unnecessary truck rolls. Remote Triage gives service organizations more options than just dispatching technicians every time a failure is reported. By applying AI to historical service data, Remote Triage understands the root causes, how they were resolved, and which parts were used. As new service requests come in, Remote Triage suggests likely solutions, ranked by their cost effectiveness.

ServiceMax Parts Management

190411

ServiceMax enables service organizations to manage their parts and inventory levels and provide technicians with the information they can rely on.

ServiceMax Work Order Management

190411

ServiceMax Work Order Management helps you manage and track work orders from creation and assignment through job execution and debrief. Dispatchers leverage Service Board to create work orders, schedule jobs via drag and drop, get intelligent resource recommendations, track technicians, predict drive times, and much more. Technicians, upon work order assignment, use the mobile app ServiceMax Go to access information on the work order, capture the job execution details, and debrief. Dedicated, no-code work flows ensure your technicians perform jobs consistently across different teams and geographies.

ServiceMax Proactive Maintenance

190411

Implement the best in Proactive Maintenance (PM) strategy with time-, usage-, and condition-based PM plans and automated work order creation that allow you to rightsize your maintenance work, lower costs, and extend the life of your equipment.

ServiceMax Customer Success Plans

190207

When implementing a new business solution, you want assurances that responses are timely, customer care is attentive, and, most importantly, the support quality is consistent. You want in-house experts with decades of experience who deliver training and support to make sure that ServiceMax’s implementation is a success for your organization.

ServiceMax Asset Service Management for Production Operators

181210

The term ‘digital oilfield’ is used to describe the vision of real-time asset management for optimal oil and gas production and field management. Many oil and gas operating companies, large and small, have taken the steps to instrument and automate wellsites for remote monitoring and control. This has enabled them to analyze and visualize field production data to make decisions that optimize well and fieldwide performance. While these steps are necessary, they are not enough to completely realize the vision of a truly digital oilfield. The remaining steps include incorporating the ability to respond to events in real-time that require human intervention. Such examples may include responding to an unexpected drop in production, a spill risk, an erratic tubing or casing pressure measurement reading, hydrate buildup, or a poorly functioning regulator on a new well just placed into production.

ServiceMax Asset Service Management for the Digital Plant

181210

Oil, gas, and chemical facilities of all types are under constant pressure. Refineries, gas processing facilities, petrochemical plants, liquified natural gas facilities, and others are challenged with minimizing unplanned shutdowns, increasing throughput, controlling quality, and reducing safety and compliance incidents. Operations and maintenance strategies are integral to achieving these demands so that assets are maintained closer to real-time. Integrating these strategies into a digital transformation journey will drive the business outcomes you’ve set out to achieve.

ServiceMax for Utility Mobile Workforce Management

181115

ServiceMax’s market-leading field service management solution ensures that utility workers are digitally-enabled workers. Integrations with critical utility applications optimize execution of both short cycle operations—emergency work, meter services, compliance jobs, maintenance and inspection—and long cycle operations, such as outage management, that encompass multiple days, tasks, and people.

FX Invoicing

181005

FX Invoicing can be leveraged to easily make and track invoices from creation to payment or credit memo. FX Invoicing ensures a four-way match between the price book, quote, ticket, and invoice while providing you with real-time payment information that is reportable and actionable.

FX CPQ: Solving the Complex Pricing Challenge

180926

FX CPQ provides users with the ability to model contracts with complex rules related to the applicability of certain equipment, services, labor and supplies based on the operational and environmental characteristics of jobs. This powerful module prevents revenue leakage and decreases the time required to generate quotes and field tickets, while increasing accuracy at the same time.

Business Intelligence with FX Analytics

180926

Robust reports and analytics into your company's business are critical in this day and age. FX Analytics gives you the ability to report on operational and job information over a period of time, related to services performed, revenue, customer use, activity by location, and more. Business decisions with insightful data increase service profitability, asset visibility, and overall agility.

FX Customer Self-Service: Delivering Your Customers a Better Experience

180926

Empower your customers through access to their job and ticket data with the FX Customer Self-Service module. Your customers will have the ability to review and approve tickets, add comments, monitor job progress, analyze purchase order status, view safety records, and more. Providing this caliber of data into the hands of your end customers will deliver a better customer experience, improve customer satisfaction and strengthen your partnerships.

ServiceMax Application Services

180620

Change is inevitable. Your day-to-day service delivery cannot afford to stay the same when customers demand more and competitors move in. So, how do you keep your technology aligned with best practices that drive optimal outcomes for your new business plans? And, how do you continuously utilize ServiceMax innovations that keep you ahead of the competition?

Contractor Management with ServiceMax Partner Community

180508

In field service, it is all about the customer focus, their experience is the measure of your success. To increase your geographical coverage, to meet seasonal demand, or for specific types of work, you may need a capacity boost from third-party technicians. Or you outsource all your field service activities to contracted partners. ServiceMax Partner Community addresses your demand for real-time visibility into your partners’ operations to ensure their accountability, and your customers’ experience. It makes your service channel transparent and lets you securely share information with your partners, empowering them to deliver great service on your behalf.

ServiceMax for the High Technology Industry

180403

Against the backdrop of the pandemic and the relentless march of digitization, high tech companies have to find out how to operate in a safe and compliant manner while prioritizing performance of their assets and service quality. To achieve these goals, their service delivery needs to become more efficient, prescriptive, and profitable.

ServiceMax for Industrial Manufacturers

180402

Industrial manufacturers of machinery are in a position to harness the power of aftermarket service. No matter what you manufacture and sell — whether it’s food and beverage machinery, process control equipment, standard machine tools or specialty pumps — your industrial machinery requires service.

ServiceMax for the Telecom Industry

180320