Content Comparison

WEEK OF 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 Order Management

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

• Check your Actionable Landing Page daily to keep an eye on work orders, proposals, and invoices that need your attention

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

• Reach out to ServiceChannel for help.

1-2 WEEKS AFTER GO LIVE

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

• in

• Check work orders submitted by your location users to ensure they are leaving feedback on completed work orders (work orders in the “Pending Confirmation” status)

• 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.

1 MONTH AFTER GO LIVE