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Highlights
Strengthen your provider network with time-saving tools. It’s now easier than ever to track regular business reviews, discover providers that align with your goals, and adjust your rankings to maintain the right mix.
Avoid paying for landlord responsibilities. Keep track of the repairs your landlord is responsible for and automatically dispatch work orders to them.
Schedule services faster with the new Planned Maintenance module. See all your recurring services on a new dashboard and create services with fewer clicks to ensure that nothing stands in the way of your proactive facilities strategy.
Add compliance tracking to your maintenance program. Your providers can now record if you passed or failed their compliance checks, so you can avoid fines and keep locations up to code.
Reduce downtime and Reduce downtime and revenue loss with asset condition monitoring. Automatically dispatch providers a provider when a connected sensor identifies a problem, and then know when the problem has been solved.
Uplevel your compliance to avoid risks. Stay compliant with evolving refrigerant regulations. It’s now easier than ever for you to track your compliance with changing greenhouse gas regulations.
Require technicians to complete checklists before check-in. To help technicians get the job done correctly and to protect safety, you can now require technicians to complete a checklist before they can check-in to the work order.
Avoid paying for landlord responsibilities. Keep track of the repairs your landlord is responsible for and automatically dispatch work orders to thememissions regulations, add compliance tracking to your maintenance program, and give technicians the information they need to get the job done safely and correctly.
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Strengthen your provider network with time-saving tools
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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.
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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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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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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.
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Contact your CSM or Support to enable the new Planned Maintenance module.
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Uplevel your compliance to avoid risks
Add compliance tracking to your planned maintenance program
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