Important updates for service providers coming October 26
Spotlight your performance scores compared to your peers
New benchmarking feature in your Contractor Scorecard 2.0
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Take a close look now to see how benchmarking works.
Continue to track your scores for specific customers and groups of customers in your Contractor Scorecard 2.0 to see your strengths and opportunities for improvement. That way, you’ll be in the best possible position when benchmarking is available in October.
New Integration Services Resource Hub
Everything you need to eliminate double data entry, just a click away
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If you’re already integrated or in the process of creating a custom integration with ServiceChannel, take a closer look at the resources soon to be available at your fingertips.
If you haven’t yet considered integrating your systems with ServiceChannel, learn more about the benefits, such as time saved on double data entry:
Explore custom options and contact a specialist.
Check out the free ServiceChannel integration available now with ServiceTitan, the industry-leading field service management system.
More updates to save you time and get paid faster
Create multiple new user accounts at once
Save time in creating new user accounts by uploading a template spreadsheet with multiple users, without the need for email invitations. New users will receive a login, can set their password and immediately access ServiceChannel.
Speed up COI approval
When you upload a Certificate of Insurance (COI) to the client insurance documents[CA20] page, ServiceChannel will automatically populate required content and remove unnecessary information.
Allowances for
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out-of-
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range check-in
To help your technicians get started faster, your customers can now allow them to check in even when they’re outside the specified radius of the location — for example, when working from a parking lot, the store coordinates are wrong, or there’s no GPS signal. Note that in these situations, the check-in will be marked as "Non-compliant,” so you’ll need to review and adjust hours if needed before invoicing your customer.
Faster way to identify customer assets
As we announced with the July release, you now can expand your services to customers to include more help with asset management. If your customer enables this feature, they can assign you permission to:
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Starting in October, they may also include a prompt in the provider mobile app to include correct asset information at either check-in or check-out. To make it quick and easy, if there is an asset listed on a work order, you can simply select or scan an asset tag from the mobile app. Get detailed guidance.
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Streamline invoice approvals
Your customers can now require a signature from a store or location manager before your technician checks out or changes the work order status to complete“Complete.” They can also prevent changing the status of an “In progress - Unsatisfactory” work order until your technician engages with their point of contact about requirements to complete the work. This will help avoid unnecessary additional back-and-forth with your customer before you can invoice.
Ability to invoice taxes at the line-item level
For customers that require it, you can now show taxes on your invoices by line item or expense group.
More information about all these updates will be available in ServiceChannel University in late October.