These product enhancements will be available from October 22–24, 2024, unless noted.
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Try out new providers, simplify planned maintenance, and track asset transfers or repairs with ease
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See provider profiles, reports, and templates adapted for your region
Multi-level sorting of work order, invoice, and proposal lists
Quickly see if a provider is using ServiceChannel with Provider Search
Try out new providers with built-in pilots
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To get started, click on the sort menu at the top of a list and select Custom Sort.
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Track and bulk update projected completion dates
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To get started, click on Provider Search in the top navigation menu. If the link is not visible, contact your ServiceChannel administrator for access.
This feature is coming soon on November 7, 2024.
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You and your providers can now “pin” important work order notes so they appear at the top of the list for easy reference. For example, you can pin a status update so that others don’t have to read through all the notes to find out what’s happening. You can pin a note while creating it or after it’s been created. Your providers can see your pinned notes, but they cannot pin notes themselves.
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Add a note when resolving a required action
When you click “Resolve Resolve & Add Note” Note on a work order note with the Action Required status, you are now prompted to add another note with your resolution. The original note’s status is updated to Action Resolved.
This feature is already available. To get started, click on My Action Required Notes from your landing page.
Improved email formatting
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Previously, it was easy for providers to miss your invitation or compliance emails because they blended in with all the work order emails sent from our platform would get lost in the sea of ServiceChannel emails and were often ignored by providers. Now , emails will feature customized headers that highlight the sender's emails sent through Fixxbook workflows for invitation, registration, and compliance management will show the sender as your company name, making them more recognizable and actionable. When sending emails through the Fixxbook flows (Invitation, Registration, Compliance Management), the system will automatically populate the email headers with the subscriber’s company name. easier to recognize. This leads to faster provider onboarding , more streamlined work orders, and ultimately increases Marketplace conversion rates and revenue. and easier compliance management for you and your providers.
Define provider overrides with reserved rank labels for more flexible assignments
Now you can define provider overrides to route work orders based on reserved rank labels rather than rank numbers, giving you more flexibility to adjust your assignments without disrupting overrides.
On the location dashboard override settings, you can now select a rank label rather than a number. In the issue list, you can now enter a rank label rather than a number in the "ProviderRankOverrides" column of the Fields tab.
You can reserve ranks by specifying the label for each rank number, with options including: Warranty, Landlord, Internal, Parts Order, CapEx, Government, Deferred Service, and Planned Maintenance.
To assign rank labels, go to menu > Locations & Provider Assignments > and click on Reserved Ranks.
* Provider Search and network opportunities are available in the U.S. only and will be visible if the Provider Search feature is enabled in your account.
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