Page Comparison

The Profile Overview page (previously known as "Fixxbook") provides you with a quick look at outstanding requirements from ServiceChannel clients, a quick way to modify your profile and manage trades as needed. From here, you can also enroll in the ServiceChannel Scout program — a new place where strong and successful relationships are built with your clients.

Managing Action Required

The Action Actions Required section of the Profile Overview page will only appear when you have client requirements that need to be completed. A client for which you have had previously completed all requirements will show in this section if they have added a new requirement. From this sectionhere, you can see which clients have outstanding requirements, your completion percentage for that client, and the total number of remaining sections needing to be completed. By clicking Continue next to the desired client, you can take action to complete any outstanding requirements.

Image RemovedThe Actions Required section will also include a short notice about the ServiceChannel Scout program if you haven’t enrolled in it yet. Once you opt in, the notice will disappear. Learn how to become a Scout provider.

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Viewing Profile Overview

From the Profile Overview section, you can at a glance see how many trades your company has registered with, view percentage completion for your Fixxbook Profile, Financial Information, and PN and directly take action to manage all of these items.

By clicking the button to the right of the desired profile overview section you will be directed to the appropriate area to take necessary action.

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PN Overview

The PN Overview percentage provides you a completion percentage for client requirements across all clients.