ServiceChannel Provider is a mobile app that gives you the ability to manage technicians and work orders via a flexible and customizable mobile application.
Actions logged by technicians are synced in real time as long as the technician has a viable WIFI Wi-Fi connection. With ServiceChannel Provider, technicians can:
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| - Log in and out of their day
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- Log time used on activities, such as work orders, meetings, and breaks
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- Check inventory by location
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- View, accept, decline, reassign, and
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reassign - edit work orders assigned to them
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- View and reassign to themselves work orders assigned to other technicians
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- View and reassign to themselves work orders assigned to external providers
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(work orders must be in open status); - .
- Sort work orders by location, priority, trade, status, proximity, and by customizable filters
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; order - orders from internal inventory or purchased from a vendor
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- Add notes, file attachments, pictures, and
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video; and - videos.
- Send notification alerts to designated individuals
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Features are customizable and can be turned on or off as needed
*Time Tracking
Technicians time can be tracked using ServiceChannel Provider. The categories of time that can be tracked are customizable, meaning, your company can create the “time” categories to be tracked. Contact your ServiceChannel representative for more information. The following list is an example of the “time” categories that can be tracked with ServiceChannel Provider.
the time they began work and the time they ended work;time spent on breaks;time spent on a work order;time spent on an internal meeting or training;time spent retrieving inventory;time meeting with external vendors;time spent doing van maintenance; andtime spent traveling to home base.
Here below you can find the modules that are available to FTM internal techs in SC Provider — based on their organization’s account settings. Please note that modules marked with a key 🔑 are add-on modules that are enabled upon request and require additional setup.
- Work Order Management
- Time Tracking 🔑
- Inventory Management 🔑
- Refrigerant Tracking Management 🔑
Work Order Management
For work orders assigned to you, you are able to:
- check Check in and out of work orders, which logs your work time;.
- change Change the status of the work order;.
- add Add photos, videos, attachments, and notes to the work order;.
- reassign Reassign the work order to another technician or another service provider;.
- decline Decline the work order; and.
- cancel Cancel the work order when the job is no longer necessary.
Inventory Management
With the Inventory feature enabled, technicians can:
- View inventory by location;
- Add inventory/parts used on a work order; and
- Add parts purchased from third party vendors;
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| title | ⦿ How to Indicate Parts Usage on a Work Order |
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- Check in to a work order.
- Check out of the work order and select a Status and add a Description of the work done.
- On the Parts screen, select Specify More Parts.
- Select the location where the parts are located.
- Either use the search field to locate the desired part or select the part from the list.
- enter the quantity used, then tap the Save button.
- To add additional parts, tap Specify More Parts and follow steps 4 through 6.
- When all parts have been added, tap Done, to complete the addition of parts to the work order.
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ServiceChannel Provider Availability
FTM Mobile is available on both Apple iOS and Android devices, and in the following languages:
- English
- French-Canadian
- Japanese
- Korean
- Spanish
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Note: You will see ServiceChannel Provider Mobile in one of these languages when your device's general settings are also set to that language. |
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| title | ⦿ How to Access FTM Mobile in the App Store (Apple iOS): |
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- Search for "ServiceChannel" in the App Store (Apple iOS).
- Locate FTM and then tap Install.
- Tap the FTM icon on your device to launch the app. The Login page appears.
- Enter your Workforce username and password, and then click Login.
- Tap Work Orders. The Assigned To Me list appears, listing any work orders assigned to you.
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| title | ⦿ How to Access FTM Mobile in the Play Store (Android): |
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- Search for "ServiceChannel" in the Play Store (Android).
- Locate FTM - Field Tech Manager and then tap Install.
- Tap the IFT icon on your device to launch the app. The Login page appears.
- Enter your Workforce username and password, and then click Login.
- Tap Work Orders. The Assigned To Me list appears, listing any work orders assigned to you.
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Field Tech Manager Mobile Connectivity Requirements
Wi-Fi or Cellular Data
You need an Internet connection (either through Wi-Fi or cellular data) to fully use all features of ServiceChannel Provider.
Location Services
Your device’s Location Services option allows permissioned apps to locate you via GPS. Location Services is necessary for checking in and out of work orders, and to list the Locations closest to you.
- While Location Services is turned on: The Location List View will sort your assigned locations by distance closest to you, and your current location will be pinpointed in Map View. Also, you are able to check in and out of work orders.
- While Location Services is turned off: The Location List View will sort your assigned locations by Location ID, and Map View will display an overall world view of your assigned locations. You are not able to check in and out of work orders with Location Services turned off.
Field Tech Manager does not use Location Services while you are logged out of the app.
Camera and Photos/Video Access
You have the ability to take photos/Videos of issues and attach them to work orders. Your mobile device may ask for permission to access your camera and/or photos/Videos for the sole purpose of taking and attaching photos/Videos related to these actions.Learn more about Using ServiceChannel Provider Mobile to Manage Work Orders.
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Time Tracking
Technicians’ time can be tracked using ServiceChannel Provider. The categories of time that can be tracked are customizable, meaning your company can create the “time” categories to be tracked.
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Contact your ServiceChannel representative to enable the Time Tracking feature and create the “time” categories. |
The following list is an example of the “time” categories that can be tracked with ServiceChannel Provider:
- Time when you begin your work and the time you stop working
- Time spent on breaks
- Time spent on a work order
- Time spent on an internal meeting or training
- Time spent retrieving inventory
- Time meeting with external vendors
- Time spent doing van maintenance
- Time spent traveling to home base
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Inventory ManagementWith the Inventory feature enabled, technicians can:
- View inventory by location.
- Add inventory parts used on a work order.
- Add parts purchased from third-party vendors.
- Create and view inventory transactions.
Learn more about Inventory Manager for FTM Technicians in ServiceChannel Provider.
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Refrigerant Tracking Manager
The Refrigerant Tracking Manager solution goes hand in hand with the Inventory Manager module and allows you to do the following:
- Specify refrigerant parts you used to repair refrigerated or HVAC equipment.
- Complete leak records whenever the leak threshold is met or exceeded.
Learn more about ServiceChannel Provider Integration with Refrigeration Tracking Management.
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