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Location Dashboard

Get more from your budget with new features for Location Dashboards that improve accuracy and reduce overspending:

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 It now takes fewer clicks to navigate to your Dashboard and create a work order. From the menu button or landing page, you can now navigate to your Location Dashboard without having to first search for the applicable location.

 

Field Tech Manager

Technician Shift Assignments

Providers and field tech managers can now create shifts and assign technicians to them. They can also assign work orders to specific technicians, increasing operational efficiency with added clarity.

 

Proposal Manager

Streamlined View of Related Proposals

When multiple proposals are connected to a work order, you can now act on all of them at once in a single window

 

Provider Assignment

 Copy and Paste Provider Assignments Across Locations

 You can now copy provider assignments from one location to another and choose to overwrite  or add to existing assignments. When creating a new location, just copy and paste from an existing one instead of starting from scratch.

 

Checklists

Checklist

 You can now save time by duplicating an existing checklist instead of creating it from scratch.

 

ServiceChannel Mobile App

Streamlined Mobile Experience

Settings in ServiceChannel Mobile App now match the ones on your Location Dashboard, giving you a more aligned mobile experience.

 

Invoice Manager

Additional Approval Codes for Invoice Line-Items

 You can now set additional approval codes at the line-item level of an invoice rather than just a[CB15] t the overall invoice level, allowing for better customization and control.

 

Work Order Manager

Manage User Permissions for Labels

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