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 soon in the 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 include: 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…
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Coming soon! Pay all your providers with one easy payment
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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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Filter providers based on how recently they were ranked in a new location or trade using the Rank Date, like the last 6 months.
You can also filter by the provider’s name or other criteria like work order completion date, trade, priority, location, or region.
See each provider’s ranking date and number of assigned locations, along with their work order volume and invoice amount to date.
Review a range of key performance indicators (KPIs) from Contractor Scorecard that are early indicators signals of their performanceservice speed and quality, including: on-time arrival, one-time visit, check-in, completion time, median invoice amount, proposal submission time, and declines.
Benchmark the filtered providers against your overall network and against all providers on the ServiceChannel Platform to see how their performance compares on each KPI.
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Go to menu > Analytics > in the navigation menu on the left, select Boards > SC Dashboards > New Provider Performance > and then select the dashboard named Repair KPIs - New Provider Performance.
To benchmark filtered new providers, select Boards > SC Dashboards > New Provider Performance > Benchmarking - New Provider Performance.
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Get provider replacement recommendations on-demand
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Go to menu > Compliance (Private Network), and then click the new Onboarding link to go to the provider onboarding status page.
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Quickly review provider rates
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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
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If you’re not already using the Budget Insights add-on to see how potential expenses fit into your remaining budget when reviewing work orders and proposals, contact your Account Manager to learn more.
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Refrigerant Tracking
Save money and improve compliance with refrigerant tracking
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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
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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
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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
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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
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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
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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
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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
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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
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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
Copy location notes to save time
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