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Chellie Esters

Chellie Esters

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Week of go-live in the stores

2 weeks after go-live

1 month after go-live

2 months after go-live

3 months after go-live

PROVIDERS

  • Check Compliance Manager to make sure your trusted Providers are in your Network.

    • Reach out to them personally if they have not finished their compliance.

    • Make sure they are scheduled for free ServiceChannel training. Providers are notified of classes every day for 30 days, and we run 2-3 sessions per day.

  • Check your Provider Assignments to make sure all of your trades have Providers assigned to them.

    • If you do not have a Provider to assign to a Trade, route your work orders to your Internal FM Team.

WORK ORDERS

  • Check your open WOs to make sure they are being routed to the right providers or internal teams

  • Hear feedback from your locations and FM team for any gaps.

  • Reach out to ServiceChannel for help.

  • Check your User Report in Analytics to make sure your locations and users are logging in.

  • Start looking at your Insites report to see your R&M spend.

  • Check Compliance Manager for any straggling Providers. Reach out to them personally if they have not finished their compliance.

    • Make sure they are scheduled for free ServiceChannel training. Providers are notified of classes every day for 30 days, and we run 2-3 sessions per day.

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