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Html macro
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<!DOCTYPE html>
<html>
<head>
    <title>Title of the document</title>
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From the Clients Requirements page, you can:  

  • Switch between clients using the drop-down menu at the top of the page.

    Screenshot showing the clients drop-down list

  • Take steps to complete outstanding requirementsin the left navigation menu.

    Screenshot showing client requirements
  • UseAuto-fill Requirements to automate the requirements completion process.

    Screenshot showing the autofill page

  • View outstanding requirements in the left navigation menu for a selected client: 
    • The red exclamation mark means this information is required by the client and you have not yet completed the section. 
    • The green check mark indicates you have completed that section. 
    • The grey check mark means you have not completed the requirement, but it is not required by this specific client at this time.

      Screenshot showing icon types
Rw ui expands macro

Rw expand
titleExpand to view the list of client requirements and their description.

Dispatch PreferencesThis is a system requirement and allows you to specify how you would like to receive system communications from Service Automation. 
Client ContactsSpecify who the assigned contact is for a given client.
Client RatesPropose rate types by various trades and regions.
Insurance DocumentsUpload documentation of applicable insurance policies.
Custom RequirementsReview and acknowledge receipt of specific client documents.
BankingEnter banking information for direct deposit. Only used if your clients are enrolled in ServiceChannel Payment Manager.
Tax I.D.Checked against the Tax Identification Number (EIN/SSN [US]; BTI/SIM [Canada]; VAT [all other countries]) listed in the Business Information section of your Business Profile.



Other items on the Client Requirements page: 

  • Payment Terms: View payment terms entered by your clients, if applicable. 
  • Client Agreements: View client agreements your client has uploaded, if applicable. 
  • Search Statistics: View how often your profile has been searched and clicked during a specific period of time. 



Section

Live Search
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