Compliance Manager lets you conveniently manage various aspects of the association between you and your service providers.
With Compliance Manager you Manager you can:
- Invite new service providers to join your private network. You may also occasionally add the profile of a preferred service provider to Fixxbook and invite the provider to manage the profile.
- Review the profiles of all your service providers, download their W9 W-9 and sales tax reports, approve their rates, and communicate efficiently with them.
- Manage “Do Not Dispatch” providers. You may prevent dispatching new work orders to non-compliant providers by flagging them as “Do Not Dispatch”.
- Add and manage basic, custom, and insurance requirements for your service providers.
- View the compliance of both in-network and invited service providers and send notifications to non-compliant service providers.
- Add standard and exception payment terms for your service providers, specifying payment dates and applicable discounts.
- Create a record of agreements with your service providers, including details such as the terms of your contract, agreement termination options, and notice period.
- Manage your personal and company settings, including users, roles, alerts, messages, and company information.
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Compliance Manager has three tabs - tabs — Compliance Manager, Contractors, and Agreements, which Agreements — which are located below the primary navigation bar at the top. There is also a Settings menu item located at the far-right corner, which lets you manage your personal and company settings, such as adding new users, creating message templates, and managing alert subscriptions.
- Compliance Manager - : Lets you add and manage requirements for your service providers and ensure their compliance with the requirements. You can also manage payment terms for your service providers.
- Contractors - : Lets you add service providers to your private network by sending them invitations and manage them.
- Agreements - : Lets you record the agreements you have with your service providers.
