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| title | Go to Info for the US Providers |
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| url | https://servicechannel.atlassian.net/wiki/spaces/SCUCP/pages/614760535/Homepage+for+the+US+Providers |
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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 |
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- 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.
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- 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:
- Account status: Your account status may be ActiveYour ServiceChannel Usage Fee Account Status may be listed as Active, Grace, or Restricted. It shows you the ability to invoice without limitations and depends or Restricted, depending on whether you have provided a valid Payment Method. Read more about 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.
- 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 Homepage.
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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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 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 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.
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| - 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.
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 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.
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| - 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.
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Homepage Filters
You can filter work orders, proposals, and invoices that appear on the Homepage by client and creation Homepage by client and creation date.
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| Filtering by ClientBy default, work orders, proposals, and invoices appear on the 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 Homepagethe Homepage, click the the Clients filter filter.
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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 Homepagethe Homepage, click the the Clients filter filter.
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 Image ModifiedThe metrics on the Homepage will automatically update to include all work orders, proposals, and invoices.
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| Filtering by Creation DateYou can filter work orders, proposals, and invoices on the Homepage by date when they were created. ⦿ How to Filter Items by Creation Date - In the upper-left corner of the Homepagethe 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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Profile Overview: Completing Outstanding Tasks
The blue panel on the right side of the Homepage 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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ServiceChannel Usage Fee Account Status
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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.
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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Profile Completion
The green progress bar on the the Profile Completion card card shows the overall percentage of your your Directory profile completion.
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Click the progress bar or arrow 
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- 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 navigate to the 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.
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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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| New InvitationThe 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.  Image Modified
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