Scheduling and Optimization With Service Board

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Maximum resource efficiency for any service demand

Dispatchers and planners need to operate at maximum productivity to achieve the best outcomes for your service organization. Service Board, ServiceMax’s scheduling environment, provides comprehensive capabilities that help you improve technician utilization, service efficiency, and your customers’ experience.
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With Service Board, dispatchers are always informed

Service Board provides dispatchers with comprehensive information about jobs, resources, and environments. Its scheduling features enable dispatchers to focus on priorities and make informed decisions with confidence.

Maximize Dispatcher Efficiency

Improve Technician Utilization

Improve Customer Experiences

Service Board, the market-leading scheduling environment from ServiceMax

Drawing on expertise garnered from hundreds of customers, Service Board’s modern design and clever layout makes work order scheduling easy by following the dispatchers’ pattern of thought. Dispatchers enjoy intelligent recommendations for resources, times, and schedules with a click. Service Board features powerful search, map layers, personalized views, notifications, shift and project management, crew management, and location tracking, boosting dispatcher efficiency and productivity.
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Maximize efficiency with real-time schedule optimization

Dispatchers are crucial in field service, managing technician skills, locations, and customer needs. As workloads increase with new technicians, work orders, and real-time requests from customers and IoT devices, human limitations emerge. ServiceMax's Schedule Optimization automates scheduling and workforce management, ensuring efficient resource allocation. Dispatchers are freed from repetitive tasks, focusing on critical work and exceptions, boosting efficiency, technician capacity, and work order completion.
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Simplify complex scheduling jobs

Streamline complex project scheduling with Service Board to avoid costly delays. Installations and overhauls involve intricate, interdependent tasks where one misstep can derail a project. Service Board automates scheduling, eliminating the headaches of manual planning. The ServiceMax optimization engine generates efficient schedules with a click, minimizing delays and ensuring on-time completion. This allows your team to focus on the important things while complex projects are running smoothly.
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Service Board features

Assisted scheduling

Find the right engineer for selected work orders based on customer preference, territory, job proximity, and SLAs. Leverage one-click recommendations for resources, and time slots to maximize dispatcher effectiveness. Automatically assign tasks to resources based on configured parameters.

Crew management and shift plans

Dynamically assemble and schedule crews. Add employees, contractors, equipment, and tools to crews. Build new shift plans from scratch, quickly define shift exceptions, and visualize on-call schedules.

Asset-centric views

View open and ongoing work for individual assets—grouped by account, location, and product.

Project scheduling

Simplify complex scheduling jobs for installations, overhauls, or decommissions. Validate project data and accurate work order creation with built-in validation logic that can be triggered manually or automatically. Import MPP and XML project files from MS Project, Smartsheet, Primavera, Safran, and more.

Real-time optimization

Fully automated work order scheduling, batch processing, and real-time processing. Automated creation of optimized schedules and real-time routes in alignment with predefined criteria. Auto-scheduling of long-term preventive maintenance jobs.

Integrations across ServiceMax

Seamless integrate Service Board, Schedule Optimization, and the ServiceMax Go and ServiceMax Engage mobile apps.

Dispatcher success with ServiceBoard at GE Healthcare

"With the 'Recommend Resources' in Service Board, you just click in: You have your constraints. You have data for trainings. Data for the work order. Geolocation for both the FE and the customer site. There you go. Just click and you see who is the best resource. Ten seconds. That's all you need."

Lucas Argentim, Staff Technical Product Manager

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