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Congratulations! You should now be live on ServiceChannel!
But this is not the end of the road…in fact, this is just the beginning of the journey. Here are some tips to help you get started:
WEEK OF GO LIVE
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
Set up a filter assigned to your Internal FM Team to see work orders that are assigned internally
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
If you don’t see a provider in the list, check your Compliance Manager > Invitations to make sure they are
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.
accepted into your private network
Admin
Confirm user credentials and set up all new users
1-2 WEEKS AFTER GO LIVE
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 Analytics 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.
Make sure the right people
1 MONTH AFTER GO LIVE
Review Start looking at your Analytics Insites report to see your R&M spend