ServiceMax Support
Functionality List
Video

Functionality List

New
General
Use 1
General
Use 2
Contract
Management
Mobile
Data
Quality
and Safety
Engineer
Scheduling
Invoicing
Volume
Invoicing
Customers
Appliances
Workorder

Description		Included	Improved	New
Route Optimisation to reduce driving distance between appointments, including start location end location (Powered by PostcodeAnywhere)
MobileMax records all observation needed to print out an Oil Firing and Commissioning Report
All new MobileMax no longer needs mobile signal all the time to work. Allows engineers to enter area with limited or no mobile signal and still recording property and appliance information, including customer signature
After hour engineers able to generate ad hoc jobs directly on MobileMax
Weekly schedule view expanded from 5 to 7 days view
Monthly schedule screen
VeryMax: Allows after hour engineers to look up contract status of customer base.
SalesMax: Improved letter formatting allows customising of font size, type and colour of whole letter or just individual words
ServiceMax front end upgraded from Microsoft Access 2002 to Microsoft Access 2007 with new colour schemes

Description		Included	Improved	New
Improved speed and reliability
Area work planning. Reduces travel by showing other planned work in the same area when new jobs being scheduled
Additional license sizes 1, 2, 5, 8, 10, 15, 20, 25...50, 60...100, 110, 120...250
Traffic light style warnings for properties due for an annual service within set time limits.
Optional individual service warning visible on the customer screen
Functional and easy to use client database containing owner, tenant, landlord details
Backup of database to any location
Schedule automatic overnight backup
Compact database to save space and speed up ServiceMax
Find Customer by Name
Find Customer by Company Name
Find Customer by Street Address
Find Customer by Postcode and Street Number
Find Customer by Customer Number
Find Customer by Customer Phone Numbers
Find Customer by Appliance Serial Number
Find Customer by Email Address

Description		Included	Improved	New
Find Customer by Old Reference Number
Find Customer or Workorder by Workorder Number
Find Customer or Workorder by Purchase Order Number
Find Customer by Landlord Certificate
Find customer or Workorder by new 'other reference'
Fully networkable at no extra cost
Simple upgrade facility via website
Check for updates and download and install automatically
Incorporates drop down boxes and double-click actions to improve office productivity
System Meets Data Protection Act
Links to important websites, including WinZip download facility
Option to send error reports by email to 1-2-Access as they occur
Error log saved to C:\ServiceMax.log

Description		Included	Improved	New
Manage unlimited number of contracts
Contract customers workorders automatically set chargeable or not
Contract customers workorders automatically priced when using InvoiceMax
Option to set parts chargeable or not and with uplift per contract, Service Type, Job Type and Status
Option to set labour chargeable with fixed price or individual price per contract, Service Type, Job Type and Status
Monitor direct debit contract payments
Warning when customer contract over due
Send contract renewal letters
Send direct debit reminder letter
Send welcome letter
Report to view over due contracts
Find Customer by Direct Debit Number

Description		Included	Improved	New
New MobileMax. You only deal with us (1-2-Access)
Capture digital signature of engineer and customer
Print completed Gas Safety Report
Screen to view all unprinted Gas safety Records, and ability to print unlimited copies.
Use any mobile provider with new MobileMax
Engineer able to enter parts used on handheld
Workorder screen shows when engineer is on site
Send workorders seamlessly to the engineer in real-time and receive any updates back to ServiceMax within seconds of the engineer entering the information.
New daily status screen showing up to 25 engineers simultaneously where communication and workorder status is displayed in vivid colours to easily spot potential problems.
Daily status screen saves last engineers viewed.
Option to set wanted refresh rate of main screen and at the same time rate of status pull from 3rd party field data communication system.
Option to hold workorders in system until a set number of hours before appointment time.

Description		Included	Improved	New
With MobileMax record all required safety details and view and print at any time in the future
Record and monitor appliance condition
Optional prompt for regular quality control of engineers
Traffic light style warnings for properties due for an annual service within set time limits. (Adjustable or variable time limit settings)
Print Landlord Safety Certificate (CP12)
Print Landlord Safety Certificate with observed information and customer signature (Only with MobileMax)
Landlord Activity and No Access reports
Stores Safety related information
Reports on outstanding jobs including all safety and Landlord matters
View and Prints daily schedule job sheets with work and safety related tick boxes
Email workorder in standard text format to engineers
Produces customizable periodic reminder cards to comply with legislation, company standards and client need
Option to link employee accredited skills to assigned work types and display warning if engineer do not meet minimum requirements

Description		Included	Improved	New
Workorders can have two engineers assigned
Work allocation by postcodes
Effective Work scheduling and planning tool
Schedule appointments down to 30 minutes between 00:00 and 23:30
Option to View engineers normal work hours on scheduler
Option to view individual engineers work hours, normal or shift related
Multi day appointments
Leave Workorders unassigned for later assignment
Bulk assignment of unassigned Workorders
Email weekly and daily schedule as printable report
Forward planned work review screen
Easy pre-planning of annual services
Bulk planning and work issue screen for Annual Service Visits
Automatic calculation of extra days for weekends and holidays in multi day appointments
Engineer availability planning screen linked with national and company holidays planner

Description		Included	Improved	New
Optional Invoicing and cost tracking with associated reports
Expense and parts tracking
Job Invoicing and sales reporting
Optional mark-up for parts invoicing
Aged debt reporting
Monthly sales, revenue and costs reports
Export reporting facility for key financial & operational activities
Export invoice transactions to Sage
Batch payment recording for high volume invoicing

Description		Included	Improved	New
Batch invoicing of unlimited number of workorders on same or separate invoices achieving huge time savings when invoicing large volumes of workorders to the same customer
Invoice batch size to set number of workorders per invoice in a large batch of workorders
Produce credit notes
Print copy invoices
Batch allocation of payments to workorders
Batch invoice by customer area
Invoice history per customer
Predefined job prices

Description		Included	Improved	New
Block new workorders for individual customers
Customer email address field
Customer mobile phone number field
Customer notes field
Field to enter area information as often used by landlords
View and search by by old reference numbers e.g. after data import
Record customer source
option to make input of Source mandatory
option to make input of one phone number mandatory
Buttons for quick dialling of customers home or work number on customer screen

Description		Included	Improved	New
View observed safety information when using MobileMax
Field to indicate scrapped/removed and condition
Button to create dummy installation job to ease calculation of first service
Stores individual Appliance details

Description		Included	Improved	New
Additional safety information when using MobileMax
Field to add second engineer to a workorder
New field to add additional reference from customer like
Optional view of unassigned and unfinished workorders in stead of an engineers schedule on the main screen
Assign Workorders to Contractor and email for import into Contractor's ServiceMax
Receive customer, appliance and Workorder information by email and import for quick assignment
Multi trades facility utilising customized colour coded job type screens (Unlimited)
Service Type colour now displayed on the border of the workorder box.
Five preset job types and screen to add own job types
Assign a colour to each Job type to easily see on the screen what type of job assigned to an engineer.
Telephone contact record screen for automatic logging of dates and note details
Option to link to PDA (hand held terminal) through Microsoft Outlook*
Automated database update from PDA
Storage for Engineer's job report within database
Job History highlighted on job visit sheet
Job History highlighted on Engineers PDA
Web link from Workorders to find map of appointment address