Tickets route on yesterday's roster
ServiceMax assigns work off a crew list synced overnight. By morning the crew is already on another job or lacks the certification the asset needs, and the ticket bounces back.
Stacksync routes trouble tickets and work orders from Salesforce and your OMS into ServiceMax in real time, two-way, attaching crew availability, certifications, and asset history from SAP S/4HANA and OSIsoft PI.
A dispatch pulls the ticket, the crew roster, certifications, and the asset's repair history from four systems. When any one is stale, the truck rolls blind. Here is where it goes wrong.
ServiceMax assigns work off a crew list synced overnight. By morning the crew is already on another job or lacks the certification the asset needs, and the ticket bounces back.
The work order lands without the asset's prior failures from SAP S/4HANA or OSIsoft PI. The crew diagnoses from scratch, orders the wrong part, and schedules a costly second visit.
Crews close work in ServiceMax but status, parts used, and asset readings don't flow back to Salesforce and the ERP. Billing, inventory, and the next dispatch run on stale data.
Every tool Stacksync replaces is one fewer vendor, one fewer bill, one fewer integration to maintain.
Changes made in one platform automatically update across all connected systems in real time, eliminating data silos and reducing errors.
Stop building brittle API scripts. With Stacksync, you can trigger complex automated workflows using simple SQL commands.
Expose every enterprise system to your agents through a single MCP layer. Claude, ChatGPT and Gemini get production-grade tools without custom glue code.
Handle massive traffic spikes without losing a single event. Queues buffer your data during surges, ensuring strict ordering and reliable delivery.
Interact with your CRM, ERP, and payment tools as if they were just another table in your database. Say goodbye to rate limits and complex API documentation.
Transform legacy EDI complexity into simple database interactions. Stacksync automatically parses incoming EDI documents directly into your database tables.
Stacksync ships pre-built two-way connectors for the CRM, field service, ERP, and historians that dispatch runs through, with field-level conflict policies and replay.
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Securely connects to your systems with:
How does dispatch see live crew availability?
Crew rosters, certifications, and current assignments sync from Workday and the ERP into ServiceMax in real time, so routing reflects who is actually free and qualified, not last night's list.
Can asset history travel with the work order?
Yes. Prior failures and readings from SAP S/4HANA and OSIsoft PI attach to the ServiceMax work order, so the crew arrives knowing the asset's history and brings the right part.
Do field updates flow back automatically?
Yes. Status, parts used, and asset readings sync two-way from ServiceMax back to Salesforce, the ERP, and the historian, so billing, inventory, and the next dispatch stay current.
How fast does a new ticket reach the field tool?
Sub-second when the CRM or OMS exposes webhooks; otherwise 1-60s on a poll. A trouble ticket reaches ServiceMax while it is still urgent, not on a batch.