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 Action:
Take a closer look at these updates as soon as they’re available in Octoberbenchmarking capabilities.
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.
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 page, ServiceChannel will automatically populate required content and remove unnecessary information.
Allowances for out-of-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.
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.” 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 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.
Updates for providers with custom integrations with ServiceChannel
A new Integration Services Resource Hub, accessible right from your provider homepage, will provide easy access to the Developer Portal, API Reference, permissions, webhooks and more.
New API updates:
WebHook improvements - Get notified when your connected customer makes changes to categories, priorities or trades.
New API check location radius - Get the GPS radius for a work order location without requiring check-in.
New list of available APIs - View all available APIs and filter by Subscriber or Provider.
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