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Provider Automation or Service Automation for providers helps you manage work orders, proposals, and invoices so that your work routine will become simple and fast. We'll walk you through what you need to know to get started on your way.

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titleService Automation for Providers

This lesson explains what Service Automation is and what the most used ServiceChannel tools are. (1:39 min)

Learn more in ServiceChannel University: Accessing and Navigating Provider Automation.

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titleProvider Homepage

Learn how to navigate the Homepage and view the current work metrics to enhance your performance. (1:52 min)
Learn more in ServiceChannel University: Homepage for the US Providers.

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titleRepair Work Order Management

In this video, you will go over the work order lifecycle and learn how to receive work orders and take action on them. (4:07 min)
Learn more in ServiceChannel University: Work Orders.

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titleMaintenance Work Order Management

This lesson teaches you the main difference between maintenance and repair work orders and how to view maintenance work orders using filters. (2:32 min)
Learn more in ServiceChannel University: Work Orders.

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titleProposals for Providers

You are going to learn what a request for proposal is and how to send proposals to clients. (4:07 min)
Learn more in ServiceChannel University: Proposals and RFP(s).

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titleInvoicing for Providers

Prepare to learn about the invoicing process in ServiceChannel and how to send a standalone invoice. (1:57 min)
Learn more in ServiceChannel University: Invoices.



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