Reverse Logistics

Reverse Logistics module allows organizations to seamlessly manage end-to-end repair and logistics operations involving high volumes of data - right from initiating returns, receiving, shipping, exchange fulfillment and depot repair.

Case

This module is a collection of ServiceMax functionality related to the Case screen excluding entitlement verification.

Common

This feature is a collection of generic reusable functionality that is used across various features and functionality of ServiceMax. For example, one of the submodules under this module is GlobalSettings, and this groups the global settings which apply across features in ServiceMax.

ServiceMax Configuration

This module is meant for use by ServiceMax admins and/or implementation professionals. The submodules under this module mostly consist of settings which point to the specific configuration page to be launched from ServiceMax Setup Home page, and from the other configuration screens when specific buttons are clicked.

Dispatch Management

This feature enables basic to advanced dispatching capabilities on workorders by providing sophisticated and interactive search of technicians, service teams, public resources and calendars, based onworkload, proximity and availability. The features covered by this module are DispatchConsole and ServiceMaxLinxFor ServicePower.

Entitlement Verification

Entitlement management allows support and service desk users to manually or automatically entitle customers on case and workorder using installed products, warranties, service contracts and SLA terms.

Inventory

Inventory management in ServiceMax enables inventory processing on standard ServiceMax objects such as Parts Order and WorkOrder, as well as custom objects. Using this module, you can manage end-to-end inventory processing for various stock locations.

ServiceMax iPad Client

The iPad client for ServiceMax allows field technicians to view their work order assignments, SLA commitments, enter time & material, capture customer signature, update the workorder status etc. In addition, technicians can also access the knowledge base and product manuals, as well as use Chatter to collaborate with other users in the organization. This module also encompasses functionality of Mobile For Laptops, ServiceMax for iPhone, and ServiceMax for Android apps.

Installed Product

Installed Product module allows users to manage life cycle of customer assets from shipment to installation to repair/returns. The functionality covered includes manual/automatic warranty creation for installed products and creation of child installed products.

ServiceMax Offline

ServiceMax Offline Client is the legacy .Net-based client application. All functionality and settings related to this app are defined under this module.

OptiMax

OptiMax is the advanced dispatch optimization engine that allows your organization to define dispatch processes for various territories, and schedule work orders to technicians automatically in an optimized way.

Proforma Invoice

Using this module, you can configure processes to generate proforma invoices for Service Contracts and Work Orders.

Parts Order

This feature enables management of end-to-end RMA process, to authorize products or parts to be returned to the manufacturer, repair center or warehouse. In addition, it is also used to manage outbound logistics of shipping parts, products and repairs to customers, partners or other external entities.

Parts Request

This feature allows various inventory locations such as warehouses, distribution centers, partners, field engineers and repair centers to request for parts and manage their shipment/receipts

Preventive Maintenance

This module enables your organization to define and execute preventive maintenance plans for your installed products based on a service contract, account, or location. PM Plans can be used to create workorders and cases, and assign tasks to the workorder owners automatically.

Installed Base App

This encompasses the configuration of the Installed Base Management Application and its integration with the ServiceMax suite of online and other mobile apps.

Stock Adjustment

This feature allows organizations to perform a hard-reset of inventory information in ServiceMax.

Service Contract

Service Contracts module provides the ability to define product and service coverage, link SLA terms and manage lifecycle of an extended contract. Validity period of a contract and SLA coverage can be defined at the contract level or the product level.

SFM Transaction Manager

SFM Transaction Manager (SFM) is the central engine in ServiceMax that facilitates flow of information between all service and related processes. The end-to-end service delivery normally requires flow of information through various stages such as support call, entitlement verification, dispatch, estimation, forward& reverse logistics, parts consumption, call resolution etc. SFM transaction manager helps maintain the accuracy of such information throughout the service delivery cycle but also helps reduce the time spent in each step

Service Flow Wizard

Using this module, ServiceMax admins can assemble various steps such as SFM transactions, inventory processes and other custom actions to enable a wizard-based guided execution of each step. Multiple wizards can be configured for each object.

Service Level Agreement

This module is a collection of functionality in ServiceMax to create and manage SLA Terms, calculating SLA time stamps on case and work order, as well as tracking SLA commitment.

Service Organization

This feature provides a streamlined way to manage your service organization. In this module, you can create or edit service teams and territories, and manage technicians, along with their expertise, product specializations and cost.

Stock Transfer

This feature allows manual or hand delivery of parts/products between inventory locations.

Work Order

Work Order is the central construct in ServiceMax that enables end-to-end service delivery. Service delivery process involves estimates, quotations, parts requests/receipts, and time & material usage/consumption.