ServiceMax

Field Service Excellence, Powered by AI

ServiceMax is the leading field service management platform for asset-centric industries. We implement, integrate, and extend it with AI agents that transform how your service organization operates.

Complete ServiceMax Capabilities

We implement and optimize every ServiceMax capability. Click any area to explore the features we deploy.

Work Execution Management

5 features

End-to-end work order lifecycle from creation to completion. Manage work types, checklists, SLA tracking, and technician debriefing.

Work order creation, assignment, and completion
Configurable checklists and inspection forms
SLA tracking with escalation rules
Technician debrief and time capture
Parts consumption and return processing

Scheduling & Dispatch

5 features

Contract & Entitlements

5 features

Installed Base & Asset Lifecycle

5 features

Parts, Returns & Depot Repair

5 features

Mobile Workforce

5 features

Workflow Automation

5 features

Customer Self-Service (Engage)

5 features

Remote Service

5 features

Preventive & Predictive Maintenance

5 features

Performance Analytics

5 features

ServiceMax AI

5 features

ServiceMax Product Lines

ServiceMax offers multiple products for different service models. We help you pick the right one and implement it properly.

ServiceMax Core

The full-featured field service management platform. Work orders, scheduling, contracts, installed base, parts, and mobile workforce on the Salesforce platform.

Best for: Enterprise organizations with complex field service operations

Integration & Migration

ServiceMax does not operate in isolation. We build integrations that connect service to the rest of your enterprise.

Infor ERP Integration

Bi-directional sync between ServiceMax and Infor M3/LN for parts inventory, purchase orders, and financial postings.

M3LNCloudSuite

Salesforce CRM Sync

Native Salesforce integration for unified customer view across sales, service, and support workflows.

Sales CloudService Cloud

IoT Platform Connectivity

Connect ThingWorx, Azure IoT, or AWS IoT telemetry to trigger predictive maintenance work orders automatically.

ThingWorxAzure IoTAWS IoT

ERP Financial Posting

Automated posting of service labor, parts consumption, and contract revenue to GL, AR, and cost centers.

FinanceRevenue Recognition
AI-Native

AI Agents for ServiceMax

Beyond built-in ServiceMax AI, we deploy custom AI agents that extend your service platform with autonomous decision-making.

Intelligent Dispatch Agent

AI agent that continuously re-optimizes the dispatch board based on real-time traffic, cancellations, technician proximity, and SLA urgency.

25% improvement in technician utilization

Predictive Parts Agent

Analyzes asset age, failure history, and telemetry to pre-stage the right parts on the right truck before the service call.

30% improvement in first-time fix rate

Contract Renewal Agent

Monitors contract expiration dates, usage patterns, and customer health scores to auto-generate renewal proposals with optimized pricing.

20% increase in contract renewal rate

Asset Risk Scoring Agent

Continuously scores installed base assets by failure probability, criticality, and revenue impact to prioritize proactive maintenance.

40% reduction in unplanned downtime

Knowledge Extraction Agent

Mines technician debrief notes, work order histories, and resolution data to auto-generate troubleshooting guides and training content.

50% faster onboarding for new technicians

Customer Experience Agent

Monitors service touchpoints, survey responses, and resolution times to flag at-risk accounts and recommend retention actions.

15% improvement in customer satisfaction (CSAT)

Typical Implementation Timeline

Traditional Consultancy12 months
With Netray (AI-Accelerated)5 months

Timeline varies by product and scope. AI-accelerated implementations include automated configuration, data migration, and testing.

Ready to Transform Your Field Service?

Get a free assessment of your ServiceMax implementation scope, product selection, and AI agent opportunities.

No commitment required. We help you evaluate whether ServiceMax is the right fit for your service model.