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Updates for ServiceChannel Essentials
Updated Screens for Improved Responsiveness
In order to improve responsiveness of your overall experience and enable us to bring you new features faster, we are making big changes to the underlying technologies that power the ServiceChannel platform.
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Work Order Reports Page
Work Order Reports: Accrual Report, Excessive Calls Report, Original ETA Missed Report
Reassign Work Order
Proposals and RFP Landing Page
View Proposals
Create RFPs
Create Service Request
Service Providers - Search
Invoice - Download Tax Report
Invoice - Generate Summary Invoices
ServiceChannel Payment Manager (Limited Availability)
ServiceChannel Payment Manager is a new module that reduces “phone-tag” and hours spent chasing down payment inquiries from vendors, simplifies the adoption of early payment discounts and improves cash flow management for your company.
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For information on how to get started with ServiceChannel Payment Manager, please contact your ServiceChannel representative.
Location Dashboard 2.0 - Single View of Open Tickets Across Months
To make it easy for you to pinpoint all the work orders that need attention, regardless of the month they are created, the View Open Tickets Tab on the updated dashboard (“Dashboard 2.0”) will display work orders that span more than a month. On this tab, you will see an additional option for “Viewing All” in addition to the existing options for viewing open tickers created on the current day, specified week or specified month.
Location Dashboard 2.0 - Inclusion of Open and Future Work Orders in History
The Work Order History Tab provides a way for you to zero in on past work orders for a particular trade, category, status or other criteria of interest. In this release, this view into work orders has been expanded to optionally include current and future work orders as well. The work order filtering interface has a new checkbox that allows you to specify whether you’d like to include current and future work orders in the view. You will be able to more easily scan how current work orders compare to past ones and access details of past, present and future work orders from a single screen.
Actionable Landing Page - Filtering Work Orders by Multiple Location Attributes
The Actionable Landing Page gives you a centralized view into open work orders by status. In order to provide a list that’s relevant to your responsibilities, the view can be filtered by an attribute of your locations (such as brand or geography). In this release, the filtering capabilities have been expanded to allow you to filter on multiple location attributes at once.
Invoice Manager - One-time Application of Multiple Invoice Filtering Criteria
ServiceChannel provides over a dozen filtering criteria in order to help you narrow down on invoices that require your immediate attention. Starting with this release, you can set multiple filtering criteria without the list of invoices refreshing after each criterion is set. This allows you to work faster as you don’t need to wait for the list of invoices to refresh after each criteria is set.
User Management and Reporting - Additional Technician Details
Reporting on time tracking or work order assignment by technician allows managers to quickly identify the set of issues to be reviewed with individuals or groups of individuals. The attributes associated with technicians have been expanded in this release to include Employee ID, Title, Truck Assignment and Team/Crew. These attributes are available as filters for reporting to help managers identify relevant technicians more efficiently.
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Updates for ServiceChannel Professional and Additional Modules
ServiceChannel Refrigerant Tracking Manager - Automated Inspections and Circuit-Level Tracking
If you have refrigerated assets, you can now manage the specialized repair and maintenance lifecycle for these assets from within ServiceChannel using Refrigerant Tracking Manager. So you can avoid fines and refrigeration downtime – all while contributing to a healthier environment and building a stronger “green” brand. It tracks your refrigerant use with every service call and simplifies compliance with EPA 608 - by automating the capture of required information and the scheduling of follow-up verification.
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New Circuits and Components Tab for Circuit-Level Tracking
ServiceChannel Application for ServiceNow
The ServiceChannel Application for ServiceNow extends your company’s ServiceNow application by allowing location users to manage ServiceChannel work orders through the application they use for issue IT, HR or other tickets. Staff in your locations can now get more done from a single application.
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Create a Work Order from ServiceNow
Service Channel Analytics and Field Tech Manager - Time Tracking Audit
ServiceChannel Analytics provides a wealth of insights to help you improve your day-to-day operations as well as your costs and performance over the long-term. With this release, managers of internal field technicians will be able to access additional data to help verify the accuracy of reported hours. When field technicians change hours, the time of the change and their GPS locations are recorded and made available in reports. With this enhancement, managers will be able to more easily identify any time entries that require validation and adjustment in order to ensure accurate payroll.
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