The One-Stop Form Shop
Centralize important information for easy technician access and improve service experience
What is ServiceMax DataGuide?
Imagine making all vital job information easily accessible for technicians and updating it in real time with auto-populating forms. This improves data capture and boosts productivity. DataGuide lets you streamline job-specific checklists, follow up with secondary actions, and seamlessly send collected data to the back office, whether online or offline. Enhance efficiency, ensure thorough documentation, and keep everyone on the same page, all with DataGuide's versatile functionality.
Make field service forms work for you
All in one place
Equip your service team with DataGuide's advanced forms for ticket handling, seamless data flow, and quick responses without app switching.
Forms built for you
Streamline jobs for techs and managers with auto-populating fields that save time by avoiding manual entry. Easily build and refine forms as needed.
Online to offline capabilities
Whether users are in the office or out in the field, DataGuide offers unique offline capabilities. End users will have 24/7 access to the necessary work order workflows.
Designed to work for everyone
DataGuide works for your team. Technicians capture data via admin-built forms, while office members can view and share reports for better, preventive maintenance.
Solve the data dilemma
DataGuide simplifies data collection in the field and generates output documents for efficient use. Frontline workers spend less time on work orders with a guided experience, quickly handing off completions to teammates. This ensures accurate invoicing, compliance, safety, and the ability to review trends and insights, enhancing productivity and decision-making across the organization.
Field service problems solved
Organizations need an end-to-end solution for proactive maintenance. DataGuide tackles field service tasks like preventive maintenance, inspections, and safety. Automated workflows and checklists streamline maintenance. Documentation supports inspections with proof of completion, invoices, and compliance, while suggesting next steps. Safety is ensured with PPE requirements and site safety notes. Notifications for future actions enhance maintenance, reducing complications and boosting efficiency.
Seamless ServiceMax experience
Harness the full power of ServiceMax with DataGuide. Access data collected with ServiceMax Go via web browser for detailed insights. From the ServiceMax portal, automate actions with conditional follow-ups, provide multilingual notes for technicians, and access comprehensive account details. Establish a central hub for customers to submit service requests, contact support, and stay updated through ServiceMax Communities.
Easily capture, use, and present critical data
Reduce the IT burden
With a no-code configuration, DataGuide enables you to quickly create forms that best fit your use cases. Once the forms are made, you can make them available for field usage. As your team collects data and fills in the forms, action items will be triggered in real time.
Improve organizational outcomes
Deliver better information for improved quality assurance. Improve safety protocols for a safer work environment. Reduce compliance-related penalties by enhancing compliance with regulatory and business needs to streamline operations and ensure standards are met.
Built by field service experts
Designed with over 15 years of experience, ServiceMax built DataGuide with every user in mind. Armed with this experience, you can utilize DataGuide to boost productivity, reduce administrative task time, and eliminate costly errors.
In-depth customized forms
Construct custom forms with branching logic and define data variables at the form, section, or question level for enhanced validation—including the option to attach images. Simplify form management with real-time updates, ensuring ServiceMax data is refreshed with every form submission.
Reduce costly errors
Guided through a step-by-step experience and equipped with previous preventive maintenance notes, technicians minimize mistakes that previously led to costly errors. Detailed, accurate reports created from form submissions provide insight into asset trends, enabling better, future data-driven decisions.
Integrations across ServiceMax
Experience the power of ServiceMax by combining DataGuide with additional solutions.
Westmor increases visibility with ServiceMax
"DataGuide is helpful because all relevant forms are automatically sent to the technician, known fields are already pre-populated, and once complete, they get sent directly to the respective government agency. It automates the whole process, which in turn translates to better service for our customers."
Zach Arnold, Field Service Manager