Take control of your learning — when and where you want. We offer a full library of on-demand, self-paced eLearning tutorials to support your product education journey.

Our tutorials are created by premier ServiceMax instructional designers and subject matter experts. ServiceMax digital training is an ideal solution for busy, time-constrained professionals to grow your skills and learn core functionality at your own pace.

To add this Digital Training Library to your existing Litmos account or to create a new Litmos account, complete the form below using the code "DIGITALLIBRARY".

Please click "Register" only once. Although the form may not refresh, check your email and contact product.training@servicemax.com if you do not receive confirmation.

Catalog of Tutorials in the Digital Library

TUTORIAL NAME DESCRIPTION
Service Board Navigation for All New Tutorial!
This tutorial provides an overview of the different tabs of Service Board. You will also learn the basic functionality.
*Please note that this tutorial will be a prerequisite for taking the SB100 instructor-led webinar (coming soon).
Product Release Video Library The videos within our product release library focus on the capabilities and enhancements to existing features within our active maintenance window. These training videos feature overviews, relevant use cases, and in-depth demonstrations that are geared towards individuals implementing and/or managing the ServiceMax solution.

*Please note that videos within this library are not associated with certification maintenance and therefore do not include a certification maintenance exams.
Service Board: Basics Get up to speed on Service Board quickly by watching the videos in this tutorial.
Service Board: Advanced This tutorial contains modules that will show you how to properly implement Service Board. It is strongly recommended that you complete the Service Board: Basics learning path before starting this one in order to give you a solid foundation of how Service Board looks and works for both end-users and customer admins.
Checklists: Level 1 eLearning Tutorial In this tutorial, you'll explore the features of Checklists and review a general use case.
Creating a New SFM: Level 1 eLearning Tutorial In this tutorial, you'll learn how to create and deploy a basic SFM that creates a new Work Order from an Installed Product record.
Creating SFM Transactions & Output Documents with SFM Designer This tutorial will give you an introduction to the new SFM Designer and walk through specific use cases to create SFM transactions and output documents.
Field Service App: Level 1 eLearning Tutorial This tutorial will give you an introduction to configuring the ServiceMax Field Service App, so your Technicians can use it to get their daily schedules and complete service calls in a timely manner.
Output Documents: Level 1 eLearning Tutorial This tutorial will take you through the setup and administration of ServiceMax Output Documents (also known as Smart Docs).
Schedule Optimization: Level 1 eLearning Tutorial In this tutorial, you'll learn how to configure Schedule Optimization in order to optimize your technicians' routes and achieve your organization's goals
ServiceMax Go Walkthrough for All Whether you're an end-user who needs to use ServiceMax Go to get your Appointments and complete Work Orders, or an administrator who needs to configure ServiceMax Go for your users, watch this video for an overview of how ServiceMax Go looks and works.
Service Performance Metrics: Level 1 eLearning Tutorial In this tutorial, you'll learn how to configure Service Performance Metrics so that you can begin to monitor the performance of your field service organization.
Introduction to Navigation & Setup In this tutorial, you'll learn how to navigate the ServiceMax Setup menu, as well as locate and utilize help resources.
Security, Users, and Permissions In this tutorial, you'll learn how to clone and create new custom ServiceMax Configuration profiles, configure ServiceMax Org and Group Wide Settings, and how to add a Custom Link to a Profile Home page.
Service Resource Architecture In this tutorial, you'll learn where Resources fit into the ServiceMax data model and about the various types of Resources used in the ServiceMax Application. You'll also learn how to configure and locate Resources, and associate Resources with Expertise, Skills, and Products.
Location Management In this tutorial, you'll learn about the various types of Locations used in the ServiceMax Application. You'll also learn how to create Customer and Mobile Locations.
Installed Product Setup In this tutorial, you'll learn where Products and Installed Products fit into the ServiceMax data model, and you learn how to create Installed Product records at a Customer Location.
Warranty Management In this tutorial, you'll learn how to create a Warranty Terms Template and configure start dates, associate an Applicable Product with a Warranty Term, Auto- and Manually-Generate a Product Warranty on an Installed Product, and how to change Org- and Group-Wide Profile Settings.
Introduction to Entitlements In this tutorial, you'll learn about Entitlements in ServiceMax, and you'll learn how to check Entitlements and Create Auto-Entitlement Rules, edit Page Layouts, use “Not Covered” in Entitlement Checks, change Entitlement Settings, create a Service/Maintenance Contract, and how to provide Coverages for Installed Products, Locations and Included Services.
Work Order Management In this tutorial, you'll learn how to set up the Work Order Object, create Page Layouts & Record Types, modify Fields & Mini Page Layouts, configure a Custom List View, create Work Orders from Installed Products, manually Check Entitlement on Work Orders, associate Parts, Expenses, and Labor with a Work Order, and how to cenerate a Service Report.
Service Flow Manager In this tutorial you'll learn about the uses of SFM mappings and expressions, and you'll learn how to clone and customize a Standard SFM Transaction process, clone and customize a Service Flow Wizard, create and use Custom Actions, and you'll learn how an Output Document SFM works.
Experiencing the Dispatch Console In this tutorial, you'll learn about the benefits of using the Dispatch Console, and where the Dispatch Console fits into the ServiceMax data model. You'll also learn how to search and navigate within the Dispatch Console, schedule Resources, and create a Dispatch Console Custom List View.
Mobile Administration and Navigation In this tutorial, you'll learn about the benefits of using Mobile, and you'll learn how to improve sync efficiency by narrowing the scope of data using download criteria, and how to provide users the appropriate mobile search, create, and view permissions.
ServiceMax Application Setup & Administration In this tutorial, you'll learn about the process to upgrade the ServiceMax Org, and you'll learn how to install a ServiceMax Package, load Seed Data, and how to locate and utilize help resources.
Introduction to Service Plans In this tutorial, you'll learn how to define and create Services and Activity Master templates, create Service Plan templates, special pricing, and Service Level Agreements for use in creating customer Service Contracts, and you'll learn how to set up a Service Pricebook and configure appropriate values.
Service Maintenance Contracts In this tutorial, you'll learn how to generate a Service Contract from a Service Plan, customize a Contract to include product Coverages, perform Manual Entitlement and Line-level Entitlement, and you'll learn how to create an Auto-Entitlement Rule.
Preventive Maintenance Plans In this tutorial, you'll learn how to create Task Templates and Preventive Maintenance Templates, define Preventive Maintenance Plans and Processes, and you'll learn how to create Schedule Definition to Work Order Mapping.
Get Price Functionality In this tutorial, you'll learn about Get Price prerequisite and permissions, and you'll learn how to set up and utilize the Get Price function.
Advanced Dispatch Console Configuration In this tutorial, you'll learn how to modify Event Hover Rules for easier dispatching of Work Orders, customize Console Hovers and Views, create Territory, Skill & Technician Rules and perform an Advanced Technician Search, and you'll learn how to utilize Real-time Technician Location Tracking.
Advanced Service Flow Manager In this tutorial, you'll learn how to utilize Scheduled SFMs, Linked SFM Processes, and SFM Search, utilize Sorting, Context Filters and Lookup Form-fills for SFM, and you'll learn how to create SFM Data Validation Rules, Advanced Filters, and Formulas.
Inventory Management In this tutorial, you'll learn how to associate Product Stock with an internal stocking Location, a field service Technician Location, and a Customer Location, create Stocked Serial records for Product Stock, find and Request Stock by creating a Parts Request, receive and consume parts and post them to Inventory, make a Stock Transfer and Stock Adjustment, and you'll learn how to process Parts Orders, Shipments, and RMAs.
Migration Tool In this tutorial, you'll learn about the Migration Tool, necessary Permissions and key Objects and Fields, important pre-migration actions, and you'll learn how to access and use the Migration Tool.

Questions?  Contact us at product.training@servicemax.com