These product enhancements will be available from October 22–24, 2024, unless noted.
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Try out new providers, simplify planned maintenance, and track asset transfers or repairs with ease
We’re excited to announce powerful new tools to help you build and maintain a strong provider network, streamline your planned maintenance, and get more from your assets at every location.
Learn about all of the updates and best practices directly from our experts in the upcoming Product Release Webinar on 10/15/24 at 9 AM PT / 12 PM ET. Register now to attend live or get the recording.
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See provider profiles, reports, and templates adapted for your region
Multi-level sorting of work order, invoice, and proposal lists
Quickly see if a provider is using ServiceChannel with Provider Search
Try out new providers with built-in pilots
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See all your PM services on one page. The redesigned Planned Maintenance module gives you a simpler and more intuitive experience, starting with a holistic view of your entire PM program on the new overview page.
Create services with fewer clicks. The streamlined workflow for creating and editing planned maintenance services ensures that nothing stands in the way of your proactive facilities strategy.
Reuse past upload templates to save time. We refreshed the templates page to make it easier to bulk upload work orders and reuse previous templates.
To get started, ask your Customer Success Manager or Support to enable the new module. Then go to Menu > Planned Maintenance to see the new look and feel.
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Easily transfer assets between locations
Using the The Asset Validation module helps you capture any missing information and verify the quality of your data on a regular basis across all your locations, so you can now make proactive replacement decisions.
Now with Asset Validation you can create a work order to transfer assets between locations with the help of your providers, and then track all the transfers on the asset summary report.Asset Validation helps you capture any missing information and verify the quality of your asset data on a regular basis across all your locations, so that you can make proactive replacement decisions.
Maintain an accurate asset register: Capture . Use Asset Validation to capture the service history, condition, and cost insights you need for capital planning to maximize your ROI. Transfer your assets between locations with help from your providers, and always know where they are.
Get help from your providers: Validate asset conditions in the field . Technicians collect asset information with every work order to so you avoid stagnant data or repeated audits. Now you can also create work orders to transfer assets between locations, so you can always track their movements.
Justify your investments: Proactively replace assets . With validated data on all your assets, you can proactively replace those at the end of their useful life to reduce downtime, revenue loss, and wasted expenses.
To get started, go :
Go to Menu > Assets Manager > Summary >
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Transfer
Click the Schedule button to schedule an asset transfer
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You can also schedule an asset transfer from the location dashboard
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If you’re not using the Asset Validation add-onmodule, contact your Account Manager or Customer Success Manager to learn more.
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To get started, click on the sort menu at the top of a list and select Custom Sort.
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Track and bulk update projected completion dates
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To get started, click on Provider Search in the top navigation menu. If the link is not visible, contact your ServiceChannel administrator for access.
This feature is coming soon on November 7, 2024.
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You and your providers can now “pin” important work order notes so they appear at the top of the list for easy reference. For example, you can pin a status update so that others don’t have to read through all the notes to find out what’s happening. You can pin a note while creating it or after it’s been created. Your providers can see your pinned notes, but they cannot pin notes themselves.
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Add a note when resolving a required action
When you click “Resolve Resolve & Add Note” Note on a work order note with the Action Required status, you are now prompted to add another note with your resolution. The original note’s status is updated to Action Resolved.
This feature is already available. To get started, click on My Action Required Notes from your landing page.
Improved email formatting
Previously, it was easy for providers to miss your invitation or compliance emails because they blended in with all the work order emails sent from our platform would get lost in the sea of ServiceChannel emails and were often ignored by providers. Now , emails will feature customized headers that highlight the sender's emails sent through Fixxbook workflows for invitation, registration, and compliance management will show the sender as your company name, making them more recognizable and actionable. When sending emails through the Fixxbook flows (Invitation, Registration, Compliance Management), the system will automatically populate the email headers with the subscriber’s company name. This leads to faster provider onboarding, more streamlined work orders, and ultimately increases Marketplace conversion rates and revenue. easier to recognize. This leads to faster provider onboarding and easier compliance management for you and your providers.
Define provider overrides with reserved rank labels
Now you can define provider overrides to route work orders based on reserved rank labels rather than rank numbers, giving you more flexibility to adjust your assignments without disrupting overrides.
On the location dashboard override settings, you can now select a rank label rather than a number. In the issue list, you can now enter a rank label rather than a number in the "ProviderRankOverrides" column of the Fields tab.
You can reserve ranks by specifying the label for each rank number, with options including: Warranty, Landlord, Internal, Parts Order, CapEx, Government, Deferred Service, and Planned Maintenance.
To assign rank labels, go to menu > Locations & Provider Assignments > and click on Reserved Ranks.
* Provider Search and network opportunities are available in the U.S. only and will be visible if the Provider Search feature is enabled in your account.
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