Content Comparison

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.

• Set up the following work order filters to help you ensure work orders do not fall through the cracks

  • Filter to see work orders assigned to your Internal FM Team to see work orders that are assigned internally, so you can route them to external providers in a timely fashion

  • Filter to see your emergency work orders to ensure they are being handled by providers expeditiously

  • Filter to see your top 3 trades to ensure they are assigned to providers

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

  • If you don’t see a provider in the list, check your Compliance Manager > Invitations to make sure they are accepted into your private network

  • Ensure that you have backup providers for each trade in case you need to reassign work orders

Planned Maintenance

• (If PM schedules were set up during implementations): Ensure schedules are set up correctly, keeping note of those scheduled to run within the first month of using ServiceChannel

• (If PM schedules are not set up): Have a plan to set up HVAC, Fire/Life Safety, Janitorial, and Window Cleaning schedules, within the next 3 months

Admin

• Confirm all users have their login credentials and are set up with the correct permissions

Technology

• (For teams who allow mobile apps in locations): Ensure your location users, location managers, and facilities teams have ServiceChannel Mobile downloaded and loaded onto mobile devices

• 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)

• 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

• Review your work order filters that were set up earlier, to make sure work orders are assigned out and providers are confirming their ETAs.

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

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