These product enhancements will be available from March 25–27, 2025, unless noted.
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Accelerate provider upgrades, onboarding, and payments – while getting more done on the go
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Learn about all of the exciting updates coming to ServiceChannel March 25–27, 2025 soon in the release Spring 2025 Product Release webinar on March 18 at 9 AM PT / 12 PM ET. Register now, and we’ll send you the replay in case you cannot attend live.
Highlights
Coming soon! Pay all your providers with one easy payment. With EasyPay, your Accounts Payable team can pay hundreds of provider invoices with a single payment.
New! Monitor, upgrade, and onboard providers faster than ever. Keep an eye on performance, customize your recommendations, and put new providers to work in record time.
Improved! Work faster on the go with the ServiceChannel Mobile app. Stay on top of all your work from your phone with new filters and homepage design.
Additional updates: Increase the accuracy of your budget forecasts, save money and improve compliance with refrigerant tracking, complete site audits more quickly, track equipment inventory with help from your providers, and more…more…
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Coming soon! Pay all your providers with one easy payment
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Your approved invoices automatically sync from ServiceChannel to your ERP system, as usual.
Your Accounts Payable team makes a single, consolidated payment each period to an FDIC-insured bank account for the amount of your approved invoices.
Our EasyPay technology partner, Viewpost, sends individual payments to each provider without delay for their approved invoices using their chosen payment method.
Viewpost keeps track of the provider’s payment information for you. Providers that have not enrolled in electronic payments receive checks by mail.
Get started
EasyPay will be available for all customers in May 2025. To learn more and get started with setup, contact your Account Manager.
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EasyPay FAQ
What does it take to get started with EasyPay?
It's easy, of course!
As a ServiceChannel subscriber, you just need to add EasyPay as a vendor in your accounts payable system, along with the FDIC-insured bank account where you will send payment.
Then your Accounts Payable team can transfer your consolidated provider payment to the EasyPay account on your desired schedule.
For detailed instructions, contact your Account Manager or Customer Success Manager.
Do providers have to enroll in EasyPay to get paid?
No, by default providers will receive checks by mail from our EasyPay technology partner, Viewpost, without needing to enroll.
If providers opt to enroll with Viewpost, then they have the option of selecting ACH or virtual card payments for faster, more secure transactions with digital remittance tracking.
What are the costs of using EasyPay?
Subscribers pay a fee for using EasyPay based on their number of locations.
Providers can receive check payments by mail for no cost, or they can elect to receive electronic payments for a fee.
Providers pay $5 per payment for ACH, which can include multiple invoices.
Providers pay their normal credit card processing fees for virtual card payments.
What are the benefits of electronic payments for providers?
With electronic payments, providers can track incoming funds and receive them faster, leading to more predictable cash flow and reduced working capital.
Electronic payments also reduce the time and effort that providers spend processing checks and reconciling payments.
For your business, sending faster payments leads to stronger provider relationships.
New! Monitor, upgrade, and onboard providers faster than ever
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Go to menu > Locations & Provider Assignments and click on the filter for assignment gaps.
Improved! Work faster on the go in ServiceChannel Mobile
With new filters and an updated homepage design, we’re making it easier for you to stay on top of all your work with the ServiceChannel app.
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Tap one button from the refreshed homepage to start creating a work order.
Personalize your homepage by showing, hiding, and reordering menu items.
Use new filters to quickly find the work orders that need your attention:
Filter by region, district, state, or multiple locations.
Filter by extended status, like waiting for parts or pending approval.
Save filters to your personalized homepage for rapid access.
Get Get started
Contact your Customer Success Manager to get early access to the improved ServiceChannel Mobile today!
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Additional updates
Increase the accuracy of your budget forecasts
The Budget Insights tool now gives you more accurate budget forecasts by changing when costs are accrued for work that is not yet completed. The projected cost of any open work orders with a past scheduled date will be forecasted in the current fiscal period, rather than a past period. The projected cost is based on the average invoice amount of similar completed work orders.
If you’re not already using Budget Insights, contact your Account Manager to learn more.
Save money and improve compliance with refrigerant tracking
The Refrigerant Tracking tool now performs more rigorous validation of the required dates on refrigerant leak records, so you can strengthen compliance, reduce risks, and significantly save on costs.
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If you’re not already using Refrigerant Tracking, contact your Account Manager to learn more.
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Complete site audits more quickly
You can now complete site audits without answering all the questions, while flagging the unanswered items as Not Audited. The unanswered questions are not included in the overall audit score, are clearly marked in reports, and you can always edit them later. This ensures your audits have accurate scores, while giving auditors more flexibility to answer items when the time is right.
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If you’re not already using Site Planning, contact your Account Manager to learn more.
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Track equipment inventory with help from your providers
Providers can now perform cycle counts at your locations, making it easier to manage your inventory of shopping carts and other equipment — and avoid the need to buy a separate solution.
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If you’re not already using Inventory Manager, contact your Account Manager to learn more.
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Projects
Keep projects on track with improved filters
You can now filter by multiple values in the Projects, Programs, Tasks, Approval Required, and Budget tabs of the Projects Module. With more powerful filtering options, you can quickly find the projects you’re looking for and keep them on schedule.
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If you’re not already using Projects, contact your Account Manager to learn more.
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Work order management
Benchmark your proposal costs against your peers
The supporting intelligence you see when reviewing proposals now includes benchmarking data from all proposals on the ServiceChannel Platform, so you know how your pricing compares to similar work orders in the market. When your proposal costs more than the benchmark, you may want to investigate for opportunities to get the work done for a more competitive price.
To get started, go to Proposals in the top navigation menu, then review the updated Proposal Supporting Intelligence section for each proposal. Use these new benchmarking insights along with the AI-powered Proposal Recommendation to guide your approval decisions.
Drag and drop file attachments on work orders
You can now attach files to work orders by simply dragging and dropping them into the attachments area when editing the work order details or adding a note. You can save even more time by selecting multiple files and dropping them all at once.
To try it out, open the work order details or add a note, drag and drop files into the attachment area, enter file descriptions, and then click Save.
New options for filtering by relative date
To help you find the right work orders, proposals, or invoices more quickly, you now have more ways to filter lists by the relative date. New filtering options include: yesterday, past week, past year, and your desired number of past hours.
To get started, go to the work orders, invoices, or proposals list, select the date field you want to filter by from the menu in the left filter panel, and thenselect the desired relative date range.
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Track the projected completion date for work orders
To help you keep track of when providers plan to finish the job, you can now record the projected completion date for work orders.
You or your providers can set the projected completion date while editing any work order. The Platform will ensure that the projected completion date is later than the scheduled date.
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Filter for proposals related to the same work order
To help you manage proposals more easily, you can now filter to see all proposals that are related to the same work order, so you can process them all at once.
To get started, go to Proposals in the top navigation menu. Select whether you want to include or exclude related proposals, add any additional filters, and then click Apply.
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Organize your work orders with multiple labels
You can now add as many labels to a work order as you need, so you can organize them in multiple groups at the same time. Try using labels for programs, initiatives, weather events, insurance claims, and more. Then you can report on and analyze your work order data by filtering for one or more labels.
To add labels, edit a work order or proposal, then select one or more label names from the Labels menu. You can also add labels from the location dashboard.
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Get more relevant feedback with custom questions
You can now create custom feedback questions that are tailored to work order criteria including: location, trade, category, priority, and provider. By customizing the questions for different types of work orders, you can collect feedback that is more relevant and actionable, leading to improved service delivery.
To create custom feedback questions, go to menu > Admin > Survey, click Add Question, enter the question text, and then specify the criteria for which the question applies.
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Filter by work order status in the proposal list
A new filter allows you to see proposals based on the status of the work order, such as open work orders with an approved proposal.
Clarify next steps by pinning notes from work order overrides
When a provider assignment override is applied by your location dashboard, you can now have the corresponding work order note be pinned to the top of the list, so your team or provider can quickly identify what they need to do next. For example, if a new location is under warranty and an override assigns the work order to an internal provider for review, then you can pin a note for them asking whether the warranty applies to this repair.
Asset management
Create separate checklists for each asset on a work order
For more effective maintenance and inspections, you can now track separate checklists for each asset on a work order, with checklist questions tailored for each asset type. You get more complete data, because technicians can be required to answer all the checklist questions for each asset before checking out.
To create tailored checklists, go to menu > Admin > Checklists, and check the box to display checklists for each asset. Then, for each checklist question you add, select the asset types where it applies from the dropdown menu.
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Platform
Save time by copying location notes
You can now copy location notes from one location to another, saving you time and improving consistency.
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Select one or more checkboxes next to location notes, then click the Copy Location Notes button. Select the location you want to copy location notes from in the dropdown menu, and check the box for Override Location Notes if you want to replace existing note values with the copied notes.
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These are just the highlights, so be sure to check out all the innovations in the Spring 2025 Product Release News.
Then register for the release webinar on March 18 at 9 AM PT / 12 PM ET. We’ll send you the replay, in case you cannot attend live.