Category
|
Dispatch Console
|
Service Board
|
Changes
|
---|---|---|---|
Jobs
|
Work Order
|
Job
|
Record fields are configurable via Job List view definitions. This controls how fields appear in Quick View cards on the Job List and also supports custom fields.
|
Work Order Views
|
Job Views
|
Must be reconfigured after migration.
|
|
Work Order Events
|
Appointments
|
Name change.
|
|
Non-Work Order Events
|
Events
|
Name change.
|
|
View and Manage Queues
|
N/A
|
Support for Salesforce-based creation and management, with data loaded into Service Board via data sync to Max.
|
|
Travel Time
|
N/A
|
Appointment start and end times do not include travel times.
|
|
Work Order Event Duration
|
N/A
|
Appointment duration can be modified by dragging the start or end of an Appointment block.
|
|
Calendar
|
Work Order Grid Colors
|
Default Color Settings
|
Must be reconfigured after migration. Color configuration is supported for a limited number of Job and Appointment fields.
|
Teams
|
Service Teams
|
Can be configured as read-only and managed in ServiceMax Setup in Salesforce to support reporting functionality, or read-only on the Salesforce side to support hierarchies.
|
|
Territories
|
Territories
|
View-only on the Service Board side and managed in ServiceMax Setup in Salesforce.
|
|
View Working Hours
|
Shift Plans
|
Shift plans are composed of shifts that are broken into segments to indicate active and inactive times, which are assigned to Service Teams. Must be configured after migration.
|
|
Technician
|
Resource
|
Record fields are configurable with Max Designer. This controls how fields appear in Quick View cards on the Resource List and also supports custom fields.
|
|
Long Job Scheduling and Job Duration Management
|
Multi-Appointment Scheduling
|
Multiple Appointments for long Jobs can be manually or automatically created.
|
|
Immediate Dispatch
|
N/A
|
Not supported in the current release.
|
|
Skills
|
Credentials
|
Partially mapped to the Max Credentials object.
|
|
Skill Matching Rules
|
N/A
|
Managed in ServiceMax Setup in Salesforce.
|
|
Event Hover Rules
|
N/A
|
Can be configured by using calculated fields. Appointment and Event tooltips are supported.
|
|
Work Order Dependency (Resource and Time Dependency)
|
N/A
|
Not supported in the current release.
|
|
Technician Search (Match All Keywords in Any Search Field)
|
N/A
|
Elatsticsearch is supported for Resources and Resource Recommendations.
|
|
Drag and Drop Work Order on Service Team
|
N/A
|
Not supported in the current release. However, Jobs can be dragged and dropped on Resource names to preassign without creating Appointments.
|
|
Service Team Sequence
|
N/A
|
Configurable.
|
|
Current Time Marker Color
|
N/A
|
Not configurable.
|
|
Configure Additional Fields for Technician in Service Team
|
N/A
|
Configured in Salesforce and synced to Service Board.
|
|
Advanced Technician Search Criteria
|
N/A
|
Recommend Resources supports all functionality excluding eligibility rules.
|
|
Map
|
Radius Search
|
N/A
|
Map Filters are supported in the Scheduler.
|
Show Route for Resource/Crew for Multiple Technicians
|
View Route
|
Route plotting for up to five technicians is supported.
|