What's New
Control task execution sequence with task dependency rules
Feature Overview
Task Dependency allows field technicians to view and follow task dependencies within a Work Order. The app evaluates defined dependency rules and controls when tasks can start or finish. Technicians can see which tasks are blocked, which tasks are blocking others, and whether a task requires another task to start or complete first. The app downloads dependency data during sync and evaluates it locally and changes take effect after the next sync.
Business Value
Task Dependency ensures tasks follow the defined execution sequence within a Work Plan. Technicians cannot proceed when prerequisite conditions are not satisfied. This reduces errors caused by out-of-order execution and improves coordination across related tasks. Technicians gain visibility into blocked work and upstream delays. This supports better planning and execution quality.
For Administrator
Administrators define and manage dependency rules within a Work Plan. Dependency configuration determines how tasks relate to each other and which predecessor conditions must be met before another task can start or finish. Dependency data is included in sync, and any updates to the configuration take effect after the next sync.
For End User
Field technicians can:
• View a dependency indicator on tasks that have defined dependencies.
• See Blocked By and Blocking details.
• Understand whether a task depends on another task’s start or completion.
• Start or complete tasks only when required predecessor conditions are met.
For more information, see
Task Dependencies.
Example scenario
A technician has two tasks: Receive Motor and Install Motor. Install Motor has a Finish to Start dependency on Receive Motor. In the app, Install Motor shows a dependency indicator and appears blocked. The technician cannot start installation until Receive Motor is complete. Completion of the receipt task allows the technician to begin installation.
Access technical attributes directly from tasks
Feature Overview
Technical Attributes are now integrated into task execution in the Go app. Tasks set up for Technical Attributes display a dedicated icon. This icon shows that attribute data is required during task execution. From the task, users can open the related Technical Attribute template for the installed base record. They can review or update values using standard validation rules. Deep links allow users to open the correct Technical Attribute page directly from tasks or notifications. Users can also view the completion status of Technical Attribute tasks within the task context.
Business Value
Technical Attribute tasks help ensure that equipment and site data is captured as part of task execution. This improves reporting accuracy and increases visibility into attribute-based service work.
For Administrator
Administrators configure Technical Attribute-type tasks in Work Plan templates so that they are available in app. Administrators also maintain Technical Attribute templates in the backend to ensure the correct attribute fields are available when tasks are accessed.
For End User
End users can identify Technical Attribute tasks using a dedicated icon, open and update Technical Attribute templates from tasks, use deep links to access the correct attribute context, and track time spent on these tasks when labor tracking is enabled.
Example Scenario
A user opens a Work Order task in the Go app and sees that the task is linked to Technical Attributes. The user can open the task and navigate directly to the related Technical Attribute context to review or update values. A scheduler can use a deep link to open the same Technical Attribute context from a notification or task reference, which reduces navigation time and improves follow-up efficiency. For more information, see
Updating Technical Attributes from a Task.
Scheduled tasks on ServiceMax Go calendar
Feature Overview
Scheduled Tasks displays tasks that planners schedule and assign in Service Board directly in the Go calendar. When a planner schedules a task, the system creates a linked event. The calendar presents that event alongside work order and non-work events.
Business Value
Many dispatchers and field technicians struggle to understand their daily workload at a glance because calendars only show standard events. Task-related work is either missing or hard to distinguish, and event cards often do not provide enough information to quickly decide what to do next. This feature shows Task-Events directly on the calendar with clearer, more informative screens. As a result, dispatchers and technicians can see all work in one place, understand task context faster, and make better scheduling and execution decisions without opening each record, improving planning efficiency and reducing the risk of missed or delayed work.
For Administrator
Administrators and dispatchers schedule and assign tasks in Service Board as part of normal planning activities. Scheduled tasks automatically appear in the technician calendar, without requiring additional configuration or changes to existing workflows.
For End User
Technicians can view scheduled task details in their own calendar. From calendar views, technicians can identify assigned tasks, review task details, and navigate directly to the task, supporting day and week planning. Key capabilities include:
• View scheduled tasks in Day, Week, and Agenda views.
• See the task title, related asset or service product when available, and the associated work order number on the calendar.
• Open the task directly from the calendar to review details and perform work.
• View scheduled tasks as read-only in the calendar to maintain the planned schedule.
AI actions in Windows Go
Feature Overview
AI Actions are now available on Go App. Service technicians can launch AI Actions directly from Service Flow Manager (SFM) wizard steps and view the response within the Go App. The experience mirrors core AI Action behavior already available on other supported platforms.
Business Value
Technicians previously lacked access to AI Actions during guided workflows. This gap limited access to contextual insights and forced reliance on manual steps or other devices. AI Actions support in Go closes that gap. Technicians can now trigger AI Actions from SFM wizard steps and receive AI‑generated responses while working in the same workflow.
For Administrators
Administrators can configure AI Action–type SFM wizard steps for Go App using existing SFM activation rules. The same criteria that control AI Action visibility on other platforms apply in Go. No additional configuration is required to enable record links or Source document references in AI responses. The system displays these automatically when present in the output.
For End Users
End users can launch AI Actions from supported SFM wizard steps in Go App. The application displays a loading indicator while the action runs, then presents the response inline. Record names in the response appear as links for quick navigation. Knowledge Access results include links to source documents, allowing technicians to review supporting material without leaving the workflow. For more information, see
AI Actions in Go App.
AI chat support in Windows Go
Feature Overview
AI Chat is available in Windows Go, providing in‑app access to ServiceMax AI. AI Chat launches directly from supported records and uses the active record as context for generating responses. Responses reference record data, link to related ServiceMax records, and surface relevant knowledge within the Windows Go App.
Business Value
AI Chat is now available in Windows Go, providing in‑context access to ServiceMax AI across supported records. This capability keeps guidance inside the workflow and helps reduce manual searching and context switching.
For Administrators
Administrators control access to AI Chat in Windows Go through existing AI enablement settings. Enabling AI Chat for a Windows Go profile exposes the chat entry point in the application. Access depends on permissions to at least one AI agent. No Windows‑specific configuration is required, and management continues through the AI Console.
For End Users
End users can interact with AI Chat directly in Windows Go and start conversations from supported records, such as
Work Order,
Installed Product,
Case,
Location, and
Account. The active record is passed as context to the AI assistant. Responses appear near real time and include links to related records and source documents, helping users stay in the flow of work. For more information, see
AI Chat in Go App.
Embedded Zinc access within Windows Go
Feature Overview
Windows Go application now includes an embedded communication experience. Communication tools open inside the existing interface, removing the need to switch applications. Notifications continue to alert end users about new activity.
Business Value
Embedded communication in Go simplifies remote assistance and team collaboration by keeping messaging, hotlines, connected conversations, and broadcasts within a single application. Technicians access help and share information with coworkers while staying focused on service work, which reduces distractions. Context from Go records carries into conversations, which improves clarity and speeds up support. IT teams manage fewer applications, which reduces overhead and simplifies deployment.
For Administrators
Administrators continue to use existing configurations for communication features. No additional setup required. The experience is available within the current Go environment based on assigned access.
For End Users
End users access communication features directly within the application and continue their work without switching tools. Messages, conversations linked to work records, and broadcasts are available in the same interface. Notifications keep end users informed about new activity, which helps them respond quickly and stay aligned with their team. For more information, see
Embedded Zinc.
New Features in Patch Releases
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Feature
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Description
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Release Date
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AI actions support in Go App
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Feature Overview
AI Actions are now available on Go App. Service technicians can launch AI Actions directly from Service Flow Manager (SFM) wizard steps and view the response within the Go App. The experience mirrors core AI Action behavior already available on other supported platforms including Go for iOS and Android.
Business Value
Technicians previously lacked access to AI Actions during guided workflows. This gap limited access to contextual insights and forced reliance on manual steps or other devices. AI Actions support in Go closes that gap. Technicians can now trigger AI Actions from SFM wizard steps and receive AI-generated responses while working in the same workflow.
For Administrators
Administrators can configure AI Action–type SFM wizard steps for Go App using existing SFM activation rules. The same criteria that control AI Action visibility on other platforms apply in Go. No additional configuration is required to enable record links or Source document references in AI responses. The system displays these automatically when present in the output.
For End Users
Technicians can launch AI Actions from supported SFM wizard steps in Go App. The application displays a loading indicator while the action runs, then presents the response inline. Record names in the response appear as links for quick navigation. Knowledge Access results include links to source documents, allowing technicians to review supporting material without leaving the workflow.
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March 27, 2026
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