Site Access is technology that provides transparency between locations and provider technicians. Location Users know exactly which service technicians are arriving on site, when they are arriving, and which services they will perform. Locations will also have the knowledge and security that technicians were previously verified as a trusted business partner.
Using the Site Access module within the ServiceChannel Mobile app (or SC Mobile) you can:
- view a list of service providers scheduled to arrive at your location within the next 24 hours
- view a list of providers who have accessed your location within the past 12 hours
- scan a provider’s badge to verify the identity and time of entry
- issue temporary badges for unexpected service providers or visitors
- communicate with on-site technicians in case of emergencies
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Refer to the SC Mobile knowledge base to learn how to use the rest of the app. |
How to access Site Access in SC Mobile:
- Search for and download “ServiceChannel” in the App Store (Apple iOS) or the Play Store (Android).
- Tap the SC Mobile icon on your device to launch the app. The Login page appears.
- Under the User Name tab, enter your ServiceChannel username and password.
- To log in using a Mobile Access Code: Tap the SSO ID tab, and then enter your Mobile Access Code.
- Tap Done (on the keypad) or Login (on the screen). The Home page appears.
- Tap Site Access.
- (For users with one location) The Scheduled list of technicians appears.
- (For users with multiple locations) Tap a Location to view the Scheduled list of technicians.
From here you can:
- view badges for scheduled work orders;
- grant access to providers and view a list of providers with granted access; and
- issue a temporary badge to a provider or visitor.
The Site Access functionality improves the on-site experience between technicians and location staff and increases the transparency of the check-in/out process. With Site Access, store users know exactly which technicians will arrive on-site or have already checked in and what services they are performing.
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Please contact ServiceChannel to have the Site Access functionality enabled. |
Location employees with the Site Access Mobile permission can use the Site Access module in ServiceChannel Mobile, where they can do the following:
- View scheduled-to-arrive and checked-in technicians
- Verify technicians on-site
- When the badge scanning feature is enabled, scan a technician’s badge to allow them access to a location
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The screen you land on depends on whether you have access to one or multiple locations:
- (Users with access to one location) You get to the Scheduled tab of the location’s Site Access screen.
- (Users with access to multiple locations) Choose the desired location from the list or on the map. You get to the Scheduled tab of the location’s Site Access screen.
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Viewing Scheduled-to-Arrive and Checked-In Technicians
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Once you land on the Site Access screen of a specific location, you see the following tabs:
- Scheduled: Lists work orders where the scheduled date is within the next 24 hours as well as assigned technicians (if any). Here, you can see who exactly is supposed to arrive at your location before they get on-site. Once a technician checks in, the work order is moved to the Checked-In tab.
- Checked-In: Contains service requests to which technicians are currently checked in.
On each tab, you can see the following info for each work order:
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For both assigned and unassigned work orders:
For assigned work orders:
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Verifying Technicians
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Verifying technicians allows you to confirm that they are those people who were supposed to arrive on-site to service the request and not someone else.
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Verification is optional. Multiple employees can verify the same technician. |
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The technician’s status changes to Verified, and a note is added to the work order indicating who verified the tech.
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Scanning a Technician’s Badge
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If your company has the badge scanning feature enabled, your admin may set up rules that require you to verify a technician by scanning their badge before they can start servicing the request. Should the badge scanning rule be triggered, a technician cannot check into a work order before having their badge scanned by a designated store employee.
Your admin configures rules that trigger the badge scanning requirement. For example, you may need to scan a technician’s badge when they attempt to check in outside of the acceptable check-in time frame or outside the allowed GPS radius.
When you see that the work order status on the Scheduled tab is Badge Scan Required, it means you need to verify a technician by scanning their badge before they can get to work.
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The technician gets automatically checked in and can start working on the request. A note about a badge scan is added to the work order. |
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A badge is invalid when it’s not associated with a scheduled work order or a technician at the current location. |
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