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Mobile Field Service Management

Access anytime, anywhere on any device with ServiceMax Go, the #1 field service app

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How Effective is the ServiceMax Field Service App?

  • technician-productivity +23%

    TECHNICIAN PRODUCTIVITY

  • customer-setisfections +20%

    NET PROMOTER SCORE

ServiceMax field service app ensures the highest levels of efficiency from your technicians and engineers, while simultaneously impressing and delighting your customers. In fact, the average ServiceMax customer increases technician productivity by 23%* and net promoter scores by 20%*.

*Average ServiceMax customer results

WEBINAR

[Innovation Series] Mobile For the Next Generation of Technicians

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Overview
ServiceMax Go
Sync Experience
Offline Capabilities
Checklists & Forms
DataGuide
Automation

A Mobile Solution Uniquely Designed for Life in the Field

See how technicians and engineers use the ServiceMax Go field service app

Designed from the ground up with field service technicians in mind, ServiceMax Go improves your field productivity with an intuitive interface, consistent access, and targeted workflows—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, access knowledge and collaborate with other techs and experts and much more. All of ServiceMax’s mobile field service apps, including ServiceMax Go, Zinc and Engage, are developed on a standard mobile framework and support any device and operating system (phones, tablets, iOS, Android, Windows).

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ServiceMax Go, the Field Service App

The next generation of mobile productivity for field service

Our field service management mobile app is ultimately flexible and designed for field work. With a world-class user experience, it delivers complete work and asset visibility for maximum technician productivity. Techs easily keep all parties informed via features such as “on my way” so techs not only save time, but also deliver an optimal service experience to their customers. ServiceMax Go’s work order process is highly configurable, and comes complete with scheduling, work estimates, checklists, troubleshooting, and work order debrief. Technicians are not only able to accurately account for and document their time and work with marked up images and/or video, but they also follow the right steps for consistent service, entitle work requested while on site, come prepared to answer any customer inquiry, find a needed part or resource on the fly, and tap into the knowledge of the rest of the organization. The ServiceMax Go field service management mobile app is perfect for the “disconnected day”, and keeps technicians working while offline for weeks and even months. It delivers consistent workflows for every type of service scenario – break-fix, installations, planned maintenance, price quotes, and more.

  • Seamless offline capabilities with Smart Sync, so that technicians can access customer and equipment information, or capture service remotely, regardless of internet connectivity
  • Single sign on (SSO) and OAuth 2.0 to ensure seamless, secure access
  • Configure once, deploy everywhere: industry-leading Service Flow Engine ensures processes are quickly translated into step-by-step workflows
  • Formulas, data, and process validation during data entry ensures data integrity even if connectivity is not available
  • Access to all pertinent asset and service data: entitlement verifications, customer history, customer specific pricing, location, contacts, asset/equipment service history and bill of materials (BOM), repairs, warranties, and more
  • Add attachments, so that techs can easily capture and share photos/video taken at the customer site, email service reports or contracts, and more
  • Map views to visually highlight and discover nearby work, parts, assets and locations
  • Smart Business Docs to dynamically create service reports, invoices, etc. based on business rules and obtain customer signature while on site
  • Generate business docs (locally as a PDF) even when disconnected from the Internet
  • Easy to search for parts and products in trunk stock and the trunk stock of nearby technicians
  • Real-time, automated pricing for time and materials estimations
  • Calendar view of work orders and associated tasks that can be changed dynamically -– delivering updates to dispatchers in real-time
  • The “on my way” feature—which automatically prompts the tech to report when they are headed to a site/location—keeps customers and dispatchers informed
  • When the ServiceMax Engage mobile app is also used by customers, the “on my way” feature enables customers to see the location of their technician on map with an estimated time of arrival
  • Checklist and data collection for contextual instructions and multi-section forms delivered alongside work order, location, customer and other field details
  • View connected device (IoT) diagnostics in the mobile app to arm your service techs and engineers with equipment insights needed to improve mean time to repair (MTTR) and first-time fix (FTF)
  • App-to-app integration with third party apps to enable secure, rich exchange of data and service processes in a seamless mobile experience
  • Inline file viewer for PDF, MS Office files, and media files
  • Attach files (PDF, MS Office files and media files) from third-party apps into work orders in ServiceMax app via "Share"
  • Annotate (text, draw, crop) images and video and attach or save to device photo library
  • Print service report from preview
  • With Zinc enabled, receive push notifications and broadcasts from corporate or dispatch, send questions to hotlines and experts, and participate in connected conversations regarding work or assets – all without leaving the Go app
  • Map views to highlight and discover nearby work, parts, assets and locations
SEE ALL FEATURES »
  • When the ServiceMax Engage mobile app is also used by customers, the “on my way” feature enables customers to see the location of their technician on map with an estimated time of arrival
  • Checklist and data collection for contextual instructions and multi-section forms delivered alongside work order, location, customer and other field details
  • View connected device (IoT) diagnostics in the mobile app to arm your service techs and engineers with equipment insights needed to improve mean time to repair (MTTR) and first-time fix (FTF)
  • App-to-app integration with third party apps to enable secure, rich exchange of data and service processes in a seamless mobile experience
  • Inline file viewer for PDF, MS Office files, and media files
  • Attach files (PDF, MS Office files and media files) from third-party apps into work orders in ServiceMax app via "Share"
  • Annotate (text, draw, crop) images and video and attach or save to device photo library
  • Print service report from preview
  • With Zinc enabled, receive push notifications and broadcasts from corporate or dispatch, send questions to hotlines and experts, and participate in connected conversations regarding work or assets – all without leaving the Go app
  • Map views to highlight and discover nearby work, parts, assets and locations
SEE ALL FEATURES »

Seamless Sync Experience

The best offline performance for technicians and engineers

Field service technicians need to be productive on-the-go, even when there is no data network. Without data connectivity, some standard mobile applications stop working, but not the ServiceMax mobile apps. With our market-leading Smart Sync engine and industry first Sync Gateway features, the ServiceMax mobile apps keep field service technicians productive with just the right data to complete their service workflow—covering the work order process, time and materials price lookups, work order debrief, service report generation and signature capture — all in a seamless manner.

  • Handles both full and incremental synchronization as needed for data and configuration details by technician, team region and service process
  • Choice of synchronization methods: scheduled, manual, after record update, and more
  • Full synchronization reporting for management and audit of mobile sync performance
  • Keep track of technicians and engineers with device location tracking for GPS coordinates
  • Ability to purge unused and unneeded data for improving application performance

Offline Close

Complete mobile work order management regardless of connectivity

When your paper-based field service processes slow your cash flow, you need a reliable application that helps engineers and technicians keep accurate records of each service visit. It can’t slow them down and it can’t be incomplete, so the app’s offline performance can’t be an afterthought. ServiceMax mobile app enables time-saving automation for the technician and puts complete and accurate reporting in front of the customer. The result is an efficient customer experience that keeps the cash flowing.

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  • Get Price – a comprehensive pricing tool for accurate estimates, quotes and invoices
  • Automatic calculation of billable work
  • Full pricebook, contract and warranty coverage for each work order
  • Smart Docs - configurable output documents for quoting, service reporting and more
  • Flexible options for customer branding and standard templates
  • Save copies as .pdf and attach to records for audits and as reference for work quoted and completed
  • Capture and attach an electronic signature
  • Send via email to customers, partners, or suppliers

Checklists and Forms

Ensure completion of forms, checklists and inspections in the field

Technicians are often tasked with data collection, and it is vital that the information be complete and on-time. When technicians fill out paper forms at the end of a job or after a long day, things can easily get lost or forgotten. For regulated industries, such as medical device manufacturing or oil and gas, the pressure to collect accurate data for compliance and audits is even higher. ServiceMax ensures that forms, checklists, and inspections are reliably executed by technicians on their mobile devices and saved along with the installed base record. Easy to create and update, ServiceMax checklists and forms appear automatically as a process step for technicians, so they bring back accurate information every time.

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  • Available on- and offline
  • Can include text, photos, videos, signatures and upload files
  • Data validation rules to ensure information is accurate
  • Date and time calculations
  • Branching and conditional logic and default answers
  • No code form builder and configuration tools
  • Choose Advanced Forms to enable: rich data capture, dynamic user workflows and custom triggers, analytics, low-code form builder

ServiceMax DataGuide

DataGuide enhances the power of ServiceMax Go by providing the capabilities of Advanced Forms and Document Generation all within the integrated ServiceMax experience. It guides technicians to efficiently capture and present data in support of a variety of tasks such as inspection, maintenance, and safety.

What you get with DataGuide:

  • Design complex forms with a new WYSIWYG Form Designer
  • Incorporate detailed data collection with complex Question Types and Dynamic Branching
  • Manage version access and control with simple Form Management tools
  • Design required documents with a new Report Template Designer
  • Deliver Output Documents in Multiple Languages* for Customer Consumption
  • Extend Access (incl. offline) to Forms and Reports via a Unified experience in Go
  • Incorporate ServiceMax data to for an improved Form and Report experience while driving necessary business action
Learn More
Access DataGuide Forms and Reports with offline and online access and configure forms and reports using SFM Wizards and steps

Automation: Alerts, Notifications & SMS

Real-time information when it matters most

Picking up the phone every time there is a change in a technician’s schedule or to confirm an appointment with a customer can be time-consuming and error prone. Today, technicians and customers expect real-time updates to stay productive and informed. ServiceMax makes these interactions seamless with automated alerts, notifications and SMS. Technicians can be notified in real-time about changes to their schedules to stay productive; while customers can get updates on technician arrival time to stay informed.


  • Service Flow Automation allows administrators to configure rules and automations to notify your technicians and customers about changes and updates with push notifications, alerts, or SMS
  • Updates include: new appointment assignment, change to work order status, arrival at work location, and more
  • End recipients include technicians, crew leaders and customers
  • The “on my way” feature—which automatically prompts the tech to report when they are headed to a site/location—keeps customers and dispatchers informed
  • When the ServiceMax Engage mobile app is also used by customers, the “on my way” feature enables customers to see the location of their technician on map with an estimated time of arrival
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Mobile Automation

Learn how ServiceMax can help you improve technician productivity and customer satisfaction.

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Product Overview Demo