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We’re committed to delivering the tools you need so proactive provider management can become a seamless part of your organization’s standard operating procedures. Here is how we are helping you manage key actions with this release.]
Action 1: Measure performance
Establish clear performance metrics and use data to objectively assess provider service quality.
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Get started by setting the due date for each provider review. Then record your notes from each review to see trends and ensure issues are promptly addressed.
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Action 2: Identify areas to improve
Benchmark provider performance against industry standards. Provide a scorecard and feedback for improvement. Consider replacements if necessary.
Schedule reports in your Contractor Scorecard
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Note: On July 24, 2024, the original Scorecard 1.0 will be discontinued. Be sure to set up scheduled reports in the updated Scorecard to gain insights for your regularly scheduled business reviews.
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Action 3: Test new providers
Onboard new providers regularly and evaluate their initial performance to ensure they meet your organization’s standards.
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Go to menu > Locations & Provider Assignments
Option 1: Click on Assign Providers on one of the provider cards in the Unassigned Provider Waitlist.
Option 2: Click on the + (plus sign) button to assign providers
Quickly find providers by typing their name.
Then, select the correct locations for each trade to easily switch your provider assignments.
Action 4: Expand on Success
Grow relationships with high-performing providers while ensuring backups are prepared and dependable.
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Get started by setting the due date for each provider review. Then record your notes from each review, informed by your Contractor Scorecard to see trends and ensure issues are promptly addressed.
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Uplevel your preventive maintenance and compliance programs
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From pest control to fire and life safety, an effective planned maintenance (PM) program is critical to deliver on customer expectations, so we’re making that easier than ever for you to manage.
See all your PM services on a new dashboard. The redesigned Planned Maintenance module gives you a simpler and more intuitive experience, starting with a holistic view of your entire PM program on the new dashboard.
Create services with fewer clicks. The streamlined workflow for creating and editing planned maintenance services ensures that nothing stands in the way of your proactive facilities strategy.
Contact your CSM or Support to enable the new Planned Maintenance module.
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Add compliance tracking to your planned maintenance program
Compliance is all about tracking that you’re playing by the rules. To make that easier at scale, you can now designate a planned maintenance (PM) service type as Compliance.
After your provider completes the compliance work order, they can record the outcome status as Pass, Fail, or Pass with remedial work recommended. They can also capture the compliance validity dates, so you can take action before your compliance expires. Plus, the new Compliance Dashboard in Analytics helps you identify failed work orders, avoid fines, and keep your facilities up to code.
To create a compliance PM service, first contact your CSM or Support to have this feature enabled. Then go to menu > click on Planned Maintenance > click on Create Service > and select Compliance from the Planned Maintenance Type menu.
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Automatically resolve issues with real-time asset monitoring
To prevent downtime, revenue loss, and disappointed customers, it is essential to understand the condition of assets in the field and to be alerted as soon as an issue arises — or even before it happens. This is especially critical for refrigerated assets in grocery and convenience stores with the risk of lost product.
With the new integration of ServiceChannel and Accruent Observe energy management and IoT remote monitoring software, providers can be automatically dispatched when a sensor identifies a problem — and show you the minute it’s been resolved.
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Reduce asset downtime with automation. Create work orders automatically in ServiceChannel based on your customizable rules for alarms and thresholds in Observe, so you can troubleshoot and get providers onsite faster.
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ServiceChannel’s refrigerant tracking solution is a critical tool for many of the largest grocers in the world, who rely on it to stay compliant with emissions regulations and their own sustainability commitments.
With upcoming EPA regulatory changes, industries beyond grocery will be required to track refrigerant leaks.
Enhancements to refrigerant tracking make it easier than ever for you to track your compliance with changing greenhouse gas emission regulations.
Track EPA certification of providers. Require external technicians to upload their certification document before they can check-in to refrigerated asset work orders.
Enforce your compliance standards. During check-out, you can require providers to acknowledge compliance with your organization’s standards for quarterly and annual leak inspections.
Keep complete records of compliance. Track multiple leak records on a single leak event, to ensure you have complete documentation for reporting to regulatory agencies and the details you need to proactively reduce leakage.
Get started quickly. Start tracking refrigerant use only at locations where refrigerated assets already exist in ServiceChannel, and then capture additional data on those assets at your own pace.
If you’re interested in learning more about refrigerant tracking, connect with your AM to learn more. If you’re already a user, reach out to your CSM for more information.
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To help ensure that your technicians have the information they need to get a job done correctly and safely, you can now prevent them from checking in to a work order until they have completed the required items on a checklist.
You can use checklists to ask questions, to capture file attachments, and now to require that they click on a link to additional information. Example use cases include: to require acknowledgement of your company’s standard operating procedures (SOP), give instructions for accessing the roof, share precautions about hazardous materials like asbestos, or track the permits required before work can be performed to comply with health and safety rules.
To create a required checklist, go to menu > Administration > Tools > Checklist > Add New Checklist > then add a question under Check-in Segment > and select Answer Required.
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Avoid paying for landlord responsibilities
It’s important to ensure that the repairs and maintenance defined as the landlord’s responsibility in your lease get assigned to the landlord and don’t come out of your budget.
Now you don’t have to check your lease records every time you get a new service request, because you can track landlord responsibilities right in ServiceChannel. Have your lease data at your fingertips and automatically dispatch work covered by your lease to an internal provider, who can share it with your landlord.
And with the new integration between ServiceChannel and the Accruent Lucernex lease management system, you can automatically sync landlord responsibilities as leases change.
Reduce your operating costs. ServiceChannel automatically dispatches work orders to the provider assigned to landlord responsibilities for each location, whether that’s an internal provider or directly to the landlord, so you avoid paying out of pocket.
Analyze spend based on landlord responsibilities. With your landlord responsibilities tracked in ServiceChannel by location, trade, and category, you can identify opportunities to renegotiate leases and avoid future expenses.
Flexible to meet your needs. You have the option to manually add landlord responsibilities, connect to Accruent Lucernex, or integrate with any lease management solution through ServiceChannel’s open API.
To get started, go to the Locations & Provider Assignments page > select a location > click on the new Landlord tab. To edit landlord responsibilities, users need the Location Admin role.
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Avoid paying for landlord responsibilities
It’s important to ensure that the repairs and maintenance defined as the landlord’s responsibility in your lease get assigned to the landlord and don’t come out of your budget.
Now you don’t have to check your lease records every time you get a new service request, because you can track landlord responsibilities right in ServiceChannel. Have your lease data at your fingertips and automatically dispatch work covered by your lease to an internal provider, who can share it with your landlord.
And with the new integration between ServiceChannel and the Accruent Lucernex lease management system, you can automatically sync landlord responsibilities as leases change.
Reduce your operating costs. ServiceChannel automatically dispatches work orders to the provider assigned to landlord responsibilities for each location, whether that’s an internal provider or directly to the landlord, so you avoid paying out of pocket.
Analyze spend based on landlord responsibilities. With your landlord responsibilities tracked in ServiceChannel by location, trade, and category, you can identify opportunities to renegotiate leases and avoid future expenses.
Flexible to meet your needs. You have the option to manually add landlord responsibilities, connect to Accruent Lucernex, or integrate with any lease management solution through ServiceChannel’s open API.
To get started, go to the Locations & Provider Assignments page > select a location > click on the new Landlord tab. To edit landlord responsibilities, users need the Location Admin role.
...
Uplevel your preventive maintenance and compliance programs
Schedule services faster with the Planned Maintenance module
From pest control to fire and life safety, an effective planned maintenance (PM) program is critical to deliver on customer expectations, so we’re making that easier than ever for you to manage.
See all your PM services on a new dashboard. The redesigned Planned Maintenance module gives you a simpler and more intuitive experience, starting with a holistic view of your entire PM program on the new dashboard.
Create services with fewer clicks. The streamlined workflow for creating and editing planned maintenance services ensures that nothing stands in the way of your proactive facilities strategy.
Contact your CSM or Support to enable the new Planned Maintenance module.
...
Add compliance tracking to your planned maintenance program
Compliance is all about tracking that you’re playing by the rules. To make that easier at scale, you can now designate a planned maintenance (PM) service type as Compliance.
After your provider completes the compliance work order, they can record the outcome status as Pass, Fail, or Pass with remedial work recommended. They can also capture the compliance validity dates, so you can take action before your compliance expires. Plus, the new Compliance Dashboard in Analytics helps you identify failed work orders, avoid fines, and keep your facilities up to code.
To create a compliance PM service, first contact your CSM or Support to have this feature enabled. Then go to menu > click on Planned Maintenance > click on Create Service > and select Compliance from the Planned Maintenance Type menu.
...
Automatically resolve issues with real-time asset monitoring
To prevent downtime, revenue loss, and disappointed customers, it is essential to understand the condition of assets in the field and to be alerted as soon as an issue arises — or even before it happens. This is especially critical for refrigerated assets in grocery and convenience stores with the risk of lost product.
With the new integration of ServiceChannel and Accruent Observe energy management and IoT remote monitoring software, providers can be automatically dispatched when a sensor identifies a problem — and show you the minute it’s been resolved.
Reduce asset downtime with automation. Create work orders automatically in ServiceChannel based on your customizable rules for alarms and thresholds in Observe, so you can troubleshoot and get providers onsite faster.
Verify that equipment is operational. After an alarm in Observe automatically creates a work order in ServiceChannel, you can prevent the work order from being closed until the alarm is cleared and the asset is operational again.
Contact your CSM or AM to learn more about connecting your asset sensors to ServiceChannel.
Stay compliant with changing refrigerant regulations
ServiceChannel’s refrigerant tracking solution is a critical tool for many of the largest grocers in the world, who rely on it to stay compliant with emissions regulations and their own sustainability commitments.
With upcoming EPA regulatory changes, industries beyond grocery will be required to track refrigerant leaks.
Enhancements to refrigerant tracking make it easier than ever for you to track your compliance with changing greenhouse gas emission regulations.
Track EPA certification of providers. Require external technicians to upload their certification document before they can check-in to refrigerated asset work orders.
Enforce your compliance standards. During check-out, you can require providers to acknowledge compliance with your organization’s standards for quarterly and annual leak inspections.
Keep complete records of compliance. Track multiple leak records on a single leak event, to ensure you have complete documentation for reporting to regulatory agencies and the details you need to proactively reduce leakage.
Get started quickly. Start tracking refrigerant use only at locations where refrigerated assets already exist in ServiceChannel, and then capture additional data on those assets at your own pace.
If you’re interested in learning more about refrigerant tracking, connect with your AM to learn more. If you’re already a user, reach out to your CSM for more information.
...
Require technicians to complete checklists before check-in
To help ensure that your technicians have the information they need to get a job done correctly and safely, you can now prevent them from checking in to a work order until they have completed the required items on a checklist.
You can use checklists to ask questions, to capture file attachments, and now to require that they click on a link to additional information. Example use cases include: to require acknowledgement of your company’s standard operating procedures (SOP), give instructions for accessing the roof, share precautions about hazardous materials like asbestos, or track the permits required before work can be performed to comply with health and safety rules.
To create a required checklist, go to menu > Administration > Tools > Checklist > Add New Checklist > then add a question under Check-in Segment > and select Answer Required.
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Move assets between locations on mobile
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