Page Comparison

Image Added

You can get back to the Homepage from any page of Provider Automation by clicking the ServiceChannel logo.

The image below shows an overview of the

Homepage.

Image Modified

1. Work order search: Option

1. to search for work orders by multiple criteria.
2. Filters: Filters that

1. allow filtering work orders (WOs), proposals, and invoices by client and creation date on the

1. Homepage.
2. Metrics:

1.  Metrics for the most recent work orders, proposals, and invoices broken down by statuses.
2. Profile overview panel

1.  prompting you to complete pending tasks related to your profile:

1. Account status:

1.  Your ServiceChannel Usage Fee

1. Account Status may be listed as Active, Grace, or Restricted, depending on whether you have provided a valid Payment Method. To add a payment method, see Adding Payment Methods for more information.
2. Welcome message.
3. Profile Completion: Percentage of

1. your profile completion

1.  and your Provider Profile listing status meaning that you

1. are Listed

1.  for ServiceChannel’s Marketplace Search, and clients may contact you about new business opportunities.
2. Current Compliance: Number of clients for which you are

1. not fully compliant because you have not provided the required information.
2. New Invitation: Number

1. of new invitations from

1. clients to join their Network of providers.

1. Homepage data update time: Time when the information on the

1. Homepage was last refreshed. A checkmark indicates that all data is up to date.
2. Provider ID: The identifier of your company in ServiceChannel.

Read below for more information on each section of the

Homepage.

Anchor
SearchingForWorkOrders SearchingForWorkOrders

Searching for Work Orders

To find out how to search for service requests from the

Homepage, see Work Order Search from the Homepage.

Anchor
ViewingProviderMetrics ViewingProviderMetrics

Viewing Work Orders, Proposals, and Invoices

On the left side of the

Homepage, you can view metrics for the most recent work orders, proposals, and invoices. You

can filter them by client and creation date. Each time you land on the

Homepage, you get a quick overview of how your WOs, proposals, and invoices are progressing, which allows you to monitor the current situation and identify areas of work that may require prompt action.

Click a metric to navigate to the corresponding page with filters applied. For example, when you click a metric showing work

orders Pending Arrival, you land on

the Work Orders List displaying service requests in

the In Progress / Dispatch Confirmed

 status.

Image Modified

Anchor
HomepageFilters HomepageFilters

Homepage Filters

You can filter work orders, proposals, and invoices that appear on the

Homepage by client and creation date.

Anchor
ProfileOverviewProviders ProfileOverviewProviders

Profile Overview: Completing Outstanding Tasks

The blue panel on the right side of

the Homepage shows an overview of your profile and gives you quick links to pending tasks that you need to complete to improve your compliance and visibility. From here, you can do the following:

Anchor
AccStatus AccStatus

ServiceChannel Usage Fee Account Status

Image Modified

The ServiceChannel Usage Fee Program (

or SUF Program) gives you great benefits, such as access to Provider Automation, ServiceChannel Provider Mobile, and other features. Each Provider Company has a SUF status based on the current Payment Method:

• Active. You have updated the Payment Method, so you have all the benefits of ServiceChannel. You can receive work orders and invoice them as normal.
• Grace. You are granted a temporary grace period to update your Payment Method. During this grace period, you have all the benefits of ServiceChannel. You can receive work orders and invoice them.
• Restricted.

•  You have not updated your Payment Method, so your ability to invoice work orders is restricted. You can receive work orders, but you will be able to invoice them once you update your Payment Method, and your account automatically moves to

• the Active

•  status.

Should you have issues generating an invoice, first check your SUF status to ensure it is

not Restricted.

See ServiceChannel Usage Fees

 for more information.

Anchor
ProfCompletion ProfCompletion

Profile Completion

The green progress bar on

the Profile Completion

 card shows the overall percentage of

your Directory profile

 completion.

Image Modified

Click the progress bar or arrow Image Modified

  to navigate to

the Profile Overview

 page where you can do the following:

• View outstanding requirements from ServiceChannel clients.
• See how many trades your company has registered with.
• View the completion percentage of your Profile, Financial Information, and network.

Providers in the USA,

 by clicking the progress bar or arrow Image Modified,

 navigate to the Directory Profile where you

can complete or update your profile information, including business information, trades and coverage, licenses and certifications, and financial information.

Providers in the USA can see

their Service Provider Directory listing status

 at the top-right corner of the card. Your profile can be in one of the following statuses:

• Listed: Your business profile is currently listed for ServiceChannel’s Marketplace, Provider Search. This means clients searching for providers are able to contact you about new business opportunities. Be sure to update your business profile and service coverage with the latest information to increase your opportunity for business growth.
• Unlisted: Your business profile is currently unlisted from ServiceChannel’s Marketplace. This means clients searching for providers cannot contact you about new business opportunities. To become listed, opt in to the Directory, and confirm that your account is in good standing.