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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
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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Reduce downtime and revenue loss with asset condition 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.
Uplevel your compliance to avoid risks
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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Stay compliant with changing refrigerant regulations
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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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