• Supports available synchronization options and data purging; core synchronization logic resides on the server-side (online application).

• Supports daily, weekly, and monthly views of the technician's calendar to easily access from the associated records.

• Provides detailed map view of technician's daily route with the ability to navigate to associated work order record in a single tap.

• Supports SFM Search with online query and download on demand.

• Provides easy access to recently viewed or modified records.

• Supports multiple SFM views of a record.

• Supports SFM Custom Action.

• Supports smart business doc templates to create service reports, invoices, etc., and share them with customers onsite.

• Supports summary invoice that enables multiple signature captures, PDF creation, and integration to email for immediate invoicing.

• Supports downloading, viewing, deleting, uploading, and sharing of attachments.

• Supports checklist, which comprises a list of to-do items and associated responses.

• Supports Single Sign-On (SSO) and OAuth 2.0 to ensure seamless and secure access.

• Uses Secure Account Access with another layer of security using Multi-Factor Authentication. While using a TOTP method of verification will work, the ServiceMax app has been certified with Salesforce Authenticator mobile app. For more information about the multiple methods of verification, see Salesforce Documentation.

• Uses TCP protocol to communicate and integrate with devices and services that require TCP socket connectivity.

• Supports advanced price calculation for Work Order billing.

• Provides troubleshooting options such as knowledge base articles, product manuals, and service history.

• Supports expanded signature capture for track-pads, touchscreens, and external mouse.

• Support for efficient installed base management through an embedded Installed Base app.