What's New
Team calendar for smarter team collaboration
The ServiceMax Go app introduces the Team Calendar feature, transforming how field teams coordinate and manage their schedules. With Team Calendar, users can view not only their own appointments but also the schedules of selected team members in a single, unified interface. This enhancement brings real-time visibility into team assignments, making it easier to collaborate, balance workloads, and respond quickly to changing priorities, especially when team members work closely at a site or location. Unlike the standard Calendar, which displays only individual events, Team Calendar empowers users to add or remove colleagues as needed, personalize their view, and streamline team coordination directly within the app. This feature improves efficiency, supports flexible teamwork, and ensures everyone stays aligned in the field. Technicians can also pull the Team Calendar screen to refresh it and fetch team members’ latest appointments.
Key capabilities include:
• View up to five team members’ schedules with color-coded entries.
• Add or remove members dynamically.
• Persist calendar settings, such as team selections, colors, across sessions.
• Hide or show the member toolbar for better workspace.
• Supports all-day, multi-day, and overlapping events.
This feature helps organizations achieve higher service productivity by enabling technicians and managers to balance workloads, improve resource allocation, and reduce scheduling conflicts. Teams can make faster, better-informed decisions while in the field.
For example, a field supervisor can view all technicians scheduled at a customer site and reassign jobs instantly to cover urgent service needs without leaving the calendar view.
Administrators must enable Team Calendar in the Mobile Console. They must ensure technicians are on Android or iOS version 13.0 or higher.
The Team Calendar feature is available in the mobile calendar view, specifically in the Day view, on a phone form factor.
For more details, refer to:
Pull to Refresh — SFM View Refresh
The Pull to Refresh feature enhances the synchronization experience within the View SFM screen by allowing users to perform an intelligent, context-aware refresh from the Overview tab. The feature ensures that only necessary data is synced and updated for the record, optimizing performance while maintaining data accuracy across header and related records.
Key capabilities include:
• Pull-to-refresh is enabled exclusively in the Overview tab of the View SFM screen. It detects whether there are local unsynced changes to the record or its related records.
• Pull-to-refresh performs a single smart sync operation combining both header and detail updates and automatically refreshes the screen once the operation completes to reflect the latest data.
• The Go app silently ignores the new request if the user triggers another pull-to-refresh during an ongoing refresh. The existing sync spinner continues to spin, preventing duplicate sync operations or spinner resets.
This enhancement provides a smarter and more efficient data synchronization process, reducing unnecessary API calls and improving the perceived responsiveness of the View SFM interface. It ensures data consistency, faster sync times, and a smoother user experience, especially in mobile and low-bandwidth conditions.
For example, a field technician uses the Go app to view and update work orders while on-site. After making quick edits, like adding service notes or updating equipment status, he simply pulls down the Overview tab to refresh. The app instantly detects and syncs only his pending local changes, then fetches the latest updates for related records modified by others. Within seconds, his screen reflects the most recent data without triggering a full sync.
For more details, refer to
View SFM Records.
Technical Attributes tasks
To support advanced asset management and compliance, ServiceMax Go now enables technicians to capture and update Technical Attributes (TA) directly from tasks. This integration ensures that critical equipment readings and attributes are recorded as part of the service workflow.
Key capabilities include:
• Technicians can access Technical Attribute templates from assigned tasks and update readings in real time.
• The system enforces time-spent entry for tasks that generate labor lines, ensuring accurate labor tracking.
• Deep linking allows direct navigation to specific Technical Attribute tasks, improving efficiency.
Technical Attribute tasks standardize how teams collect equipment- and site-specific attributes as discrete tasks, which improves data quality for analytics and installs. Logging time on Technical Attribute tasks provides clearer labor accounting and helps managers track effort spent on attribute capture versus standard service work. Deeplinks speed technician response and reduce time-to-complete by removing extra taps, which boosts first-time completion rates and productivity.
For example, a technician sees a Work Plan item labeled TA: Verify Installed Product Attributes. The technician taps the item and the app opens the Technical Attribute task screen where the technician records serial number, firmware version, and a photo. The technician taps the Time Spent button and logs 15 minutes against the Technical Attribute task. Later, a scheduler sends a deeplink to the technician’s device; the technician taps the link and the app opens the exact Technical Attribute screen for quick follow-up.
The following list represents the configurations required for the feature.
• Administrators add Technical Attribute-type tasks to Work Plan templates so Go sync delivers Technical Attribute tasks to technicians.
• Teams populate Technical Attribute templates in the backend, so the app shows the correct attribute fields.
• Technicians need normal sync or network access and task editing permissions; offline edits queue and sync when the device reconnects.
• Technicians do not need extra device configuration beyond standard Go app setup.
Work Plans for simplified and smarter field execution
Work Plans now provide technicians with a clear, guided view of the tasks and parts required to complete their assigned work efficiently. The enhancement simplifies how technicians access, filter, and manage replacement parts directly from their work plan. It also introduces better part-handling flows for consumable, stockable, and serialized parts, ensuring every replacement activity is recorded accurately. Business administrators gain more control over configuration and data consistency, while technicians experience a faster and more intuitive workflow.
Key capabilities include:
• For field technicians:
◦ Access a centralized Work Plan view that includes tools for handling replacement parts without switching screens.
◦ Use a streamlined filter interface to quickly locate the correct replacement parts for the job, including consumable, stockable, and serialized components.
◦ View all eligible parts through an All Parts option to ensure nothing is missed during repair or installation.
◦ Perform serialized part swaps when replacing installed components as part of an installation workflow.
◦ Consume replacement parts in the correct quantity using an updated, technician-friendly interface.
◦ Receive suggested or recommended parts for general tasks based on historical usage and best practices.
• For business administrators:
◦ Configure which parts and filters are available in Work Plans to align with inventory and compliance policies.
◦ Ensure more accurate and consistent part usage records for better forecasting and inventory control.
◦ Benefit from a unified data flow that syncs field activity seamlessly with back-office systems.
◦ Reduce post-service corrections caused by part-selection errors or incomplete consumption tracking.
The enhanced Work Plans experience improves efficiency and accuracy for both technicians and administrators. Technicians complete their tasks faster by finding and consuming the correct parts directly within their workflow, reducing delays and guesswork. By aligning recommended parts and filters with business policies, administrators can improve compliance and inventory visibility. This streamlines field operations, reduces rework, and increases the accuracy of service and stock data across the organization. Ultimately, the enhancement helps shorten turnaround times, increase first-time fix rates, and strengthen operational reliability.
For example, a technician opens a Work Plan for a scheduled maintenance job and sees the required tasks and recommended replacement parts in one view. They filter by consumable items, select the appropriate part, and log its consumption through a few quick steps. For a serialized component replacement, the technician uses the scan option to swap the part on-site, and the app automatically updates the job and inventory records. This saves time, prevents data errors, and ensures the work plan stays accurate for both the field and office teams.
The following list represents prerequisites for the feature.
• Ensure technicians have access permissions for Work Plans and part-handling features.
• Enable recommended-parts logic in the configuration settings for guided part selection.
• Confirm synchronization with the server so that part consumption and serialized swaps are appropriately recorded.
For more information, refer to the following sections.
Entitlement-based pricing enhancements for Service Products
The Entitlement-based Pricing is enhanced to let the ServiceMax Go app calculate the price of parts, labor, expenses, and travel on a work order based on the service product’s entitlement history and work plan entitlements. The app checks the work order’s service product (SP) and work plan entitlements, and applies the updated pricing logic, Code011.
Key capabilities include:
• For field technicians:
◦ Automatic entitlement pricing: The app calculates and displays prices for parts, labor, expenses, and travel on the work order based on warranty or contract entitlements tied to the service product or work plan.
◦ Accurate source-of-pricing display: Technicians see the updated Source of Pricing on the work detail so they know whether the price comes from standard list, warranty rules, or contract terms.
◦ Consistent Work Plan pricing: The app uses Work Plan Entitlement data to request and apply correct prices when technicians add items from a work plan.
◦ On-device enforcement: The app applies the Code011 pricing snippet logic so the technician sees entitlement pricing during work entry.
• For business administrators:
◦ Entitlement-driven pricing flow: Administrators rely on existing entitlement history records to hold all necessary entitlement details for pricing decisions.
◦ No new data model changes: The app uses current entitlement history and the updated Code011 snippet to derive prices; administrators do not need extra metadata fields.
Entitlement-based pricing reduces billing errors and rework by enforcing correct pricing rules at the time of job completion. Teams capture accurate revenue and warranty usage data, which improves contract compliance and reporting. Technicians resolve pricing questions faster in the field because the app shows both the price and its source. Finance and service teams reduce disputes and speed up invoicing by applying contract and warranty rules consistently across devices.
For example, a technician opens a work order for a customer whose service product carries a warranty. The Go app reads the Service Product entitlement history and uses the Work Plan entry for price details. The Go app shows the part price as covered (no charge) and marks the Source of Pricing as Warranty. The technician records labor and travel; the app applies contract rates where applicable and shows the adjusted totals on the work detail before completion.
The following list includes the prerequisites for the feature.
• Entitlement history records must contain the required entitlement data for the Service Product and Work Plan.
• The Code011 (Advanced Get Price) snippet must include the updated logic so Go applies pricing correctly.
• Technicians require regular device notification and data sync permissions; no extra UI configuration is required.
For more details, refer to
Initiate Price Calculation.
Scheduled Tasks
Technicians use calendars in the Go app to coordinate and manage their daily work. Visibility of scheduled tasks across both individual and team calendars is required to support planning, coordination, and execution of assigned work.
The Go app now displays scheduled tasks in both the individual technician calendar and the Team Calendar. In the technician calendar, scheduled tasks are available on iOS and Android phones and tablets. In the Team Calendar, scheduled tasks are displayed only on iOS and Android phones, as the Team Calendar feature is supported only on phones. Tasks that are scheduled and assigned in Service Board appear as calendar events and follow the standard Task Detail user interface and navigation patterns.
This feature ensures that tasks scheduled and assigned in Service Board are shown as calendar events in the Go app. Task details appear alongside other calendar entries and are shown across day, week, and agenda views. Each task detail screen displays key information such as the task title, related asset or service product, when available, and associated work order number. Task details allow direct navigation to task details while preserving task dependencies by preventing rescheduling from the calendar.
Business administrators and dispatchers schedule and assign tasks in Service Board as part of normal planning activities. Scheduled tasks automatically appear in both technician and team calendars in the Go app, without requiring additional configuration or changes to existing workflows.
Technicians can view scheduled task details in their own calendar as well as in the Team Calendar. From calendar views, technicians can identify assigned tasks, review task details, and navigate directly to the task, supporting day and week planning across individual and team work schedules.
For more information, refer to
Scheduled Task in Go App.