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title	Go to Info for the US Providers
url	https://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/614760535/Homepage+for+the+US+Providers

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Once

you

you log in to Provider Automation, you land on the

Home page

Homepage where you can do the following:

Search for work orders

by

by multiple criteria.
View metrics for work orders, proposals, and invoices

and

, as well as apply filters to them.
Get a

quick

quick overview of your profile and navigate to the corresponding pages to complete tasks that require action.

You can get back to the

Home page from any page of Provider Automation.

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

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title	⦿ How to Access Access the Homepage

Click on the Menu icon Image Modifiedin the upper-left corner, and select Home. Alternatively, click on the ServiceChannel logo in the upper-left corner.

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The image below shows an overview of the Home pageHomepage.

Home page overview Image Modified

Work order search: Option to to search for work orders by multiple criteria.
Filters: Filters that allow filtering work allow filtering work orders (WOs), proposals, and invoices by client and creation date on the Home pageHomepage.
Metrics: Metrics for Metrics for the most recent work orders, proposals, and invoices broken down by statuses.
Profile overview panel prompting prompting you to complete pending tasks related to your profile:

SUF Account status: Your status in the Your ServiceChannel Usage Fee (SUF) ProgramAccount 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.
Welcome message.
Profile Completion: Percentage of your your profile completion and and your Provider Profile listing status meaning that you are are Listed for for ServiceChannel’s Marketplace Search, and clients may contact you about new business opportunities.
because Current Compliance: Number of clients for which you are not fully compliant not fully compliant because you have not provided the required information.
New Invitation: Number of of new invitations from clients to clients to join their Network of providers.

Home page Homepage data update time: Time when the information on the Home page Homepage was last refreshed. A checkmark indicates that all data is up to date.
Provider ID: The identifier of your company in ServiceChannel.

Read below for more information on each section of the Home page.Homepage.

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SearchingForWorkOrders
SearchingForWorkOrders
Searching for Work Orders

To find out how to search for service requests from the Home page, see Searching for Work Orders Homepage, see Work Order Search from the Homepage.

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ViewingProviderMetrics
ViewingProviderMetrics
Viewing Work Orders, Proposals, and Invoices

On the left side of the Home pageHomepage, you can view metrics for the most recent work orders, proposals, and invoices. You can filter them can filter them by client and creation date. Each time you land on the Home pageHomepage, 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 orders Pending Arrival, you land on the Work Orders List displaying the Work Orders List displaying service requests in the the In Progress / Dispatch Confirmed status status.

Metrics for work orders, proposals, and invoices on the Home page Image Modified

Image Modified Work Orders	Confirmation Required: Work orders submitted by your clients that you haven’t yet accepted. Learn more about about responding to service requests. Pending Arrival: Accepted work orders on which technicians haven’t yet started work. In Progress: Accepted work orders on which technicians are currently working. Pending Review: Completed work orders awaiting feedback from clients. Return Required: Work orders for which technicians completed the job, but clients deemed it unacceptable.
Image Modified Proposals	Proposal Requested: Requests for proposal (RFPs) submitted by your clients for which you haven’t yet created proposals. Click the metric to navigate to the the RFPs List and and create proposals for RFPs. Open: Proposals sent to your clients on which they haven’t yet taken action. Waiting Review: Proposals that your clients placed on hold as requiring further review. Approved: Proposals approved by your clients. Rejected: Proposals rejected by your clients.
Image Modified Invoices	Invoice Required: Work orders in the Completed or the Completed or Completed/Confirmed status status you need to create invoices for. Click the metric to get to the the Work Orders List and and submit invoices. Open: Invoices sent to your clients on which they haven’t yet taken action. Waiting Review: Invoices that your clients placed on hold as requiring further review. Approved: Invoices approved by your clients. Rejected: Invoices rejected by your clients.

Home Page

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HomepageFilters
HomepageFilters
Homepage Filters

You can filter work orders, proposals, and invoices that appear on the Home page by client and creation Homepage by client and creation date.

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Filtering by Client

By default, work orders, proposals, and invoices appear on the

Home page

Homepage for all of your clients. You can enable the filter to view these items only for specific clients.

⦿ How to Filter Items by Client

In the upper-left corner of

the Home page

the Homepage, click

the

the Clients

filter

filter.
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In the overlay that appears, select the checkboxes for the desired clients.
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Here are some tips for working in the filter overlay:
- To find a specific client, start typing their name in the search field at the top of the overlay.
- You can switch between the pages listing your clients by clicking the arrow buttons.
- If you have taken action in the filter overlay and then changed your mind,

click

- click Reset

to

- to discard your changes and go back to the previous filter state.

Click

Click Save

to

to apply the filter. The metrics on

the Home page will

the Homepage will automatically update to show work orders, proposals, and invoices for the specified clients. Next time you land on the

Home page

Homepage, the filter you saved applies to the metrics.

You may want to turn off the filter and view all work orders, proposals, and invoices regardless of the client.

⦿ How to Disable Filtering Items by Client

In the upper-left corner of

the Home page

the Homepage, click

the

the Clients

filter

filter.
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Click

Click All

in

in the overlay that appears, and then

click

click Save

to

to confirm.
Image ModifiedThe metrics on the

Home page

Homepage will automatically update to include all work orders, proposals, and invoices.

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Filtering by Creation Date

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

Home page

Homepage by date when they were created.

⦿ How to Filter Items by Creation Date

In the upper-left corner of

the Home page

the Homepage, click the time period next

to

to Creation Date.
In the drop-down list, select the time period for which you want to show items: past 7, 14, 30, or 45 days.
Image ModifiedThe metrics on the

Home page

Homepage will automatically update to show work orders, proposals, and invoices for the specified time period.

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ProfileOverviewProviders
ProfileOverviewProviders
Profile Overview: Completing Outstanding Tasks

The blue panel on the right side of the Home page shows 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:

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View the SUF status of your account ServiceChannel Usage Fee Account Status.
See See how complete your profile is and and view your Business Profile listing status.
Check for how many clients you need to provide the requested information to to become fully compliant.
See notifications about about new invitations from clients awaiting awaiting your response.

Click Click the arrow Image Modified on the desired card to navigate to the corresponding page — without searching for it throughout Provider Automation.

SUF

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AccStatus
AccStatus
ServiceChannel Usage Fee Account Status

SUF status shown in the profile overview panel Image Modified

The ServiceChannel Usage Fee Program (or 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 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 the Active status status.

Hover over the SUF status the account status to see what it means. When your status is Grace or is Grace or Restricted, click it to to add an acceptable Payment Method. As soon as you do this, your account will move to the the Active status status.

Should you have issues generating an invoice, first check your SUF status to ensure it is not not Restricted. See See ServiceChannel Usage Fees for for more information.

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ProfCompletion
ProfCompletion
Profile Completion

The green progress bar on the the Profile Completion card card shows the overall percentage of your your Directory profile or Business Profile (Providers in the USA) completion completion.

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Click the progress bar or arrow Image Modified to to navigate to the the Profile Overview page where page where you can do the following:

View outstanding 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 by clicking the progress bar or arrow Image Modified, navigate to the Business navigate to the Directory Profile where you can complete 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 their Service Provider Directory listing status at 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.

If your SUF status is your account status is Restricted, you get automatically unlisted are automatically unlisted from ServiceChannel’s Marketplace Search.

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CurrCompliance
CurrCompliance
Current Compliance

On

the

the Current Compliance

card

card, you can see the number of your clients whose requirements you need to complete to become fully compliant.

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Clicking the arrow Image Modified

takes

takes you to

the Clients page where

the Clients page where you can manage client-specific requests and add missing information, such as dispatch preferences, rate types, assigned contacts, or other details — depending on what the client requested. As soon as you complete the requirements across all of your clients, the counter on the card will show (0).

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width	500px

New Invitation

The

The New Invitation

card

card shows the number of invitations from clients to join their network of providers. Click the arrow Image Modified

to

to navigate to

the Clients page and

the Clients page and respond to invitations. You can either accept or decline them.

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Section

Live Search

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title	Articles in this Section

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title	Related Articles

Filter by label (Content by label)

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Versions Compared

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New Version Current

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SearchingForWorkOrders
SearchingForWorkOrders
Searching for Work Orders

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ViewingProviderMetrics
ViewingProviderMetrics
Viewing Work Orders, Proposals, and Invoices