Important updates for service providers available now
Onboard faster with “autofill” in Compliance Manager
Now when you’re completing the client profile section in Compliance Manager, sections such as Dispatch Preferences, Client Contacts, and your rate cards can simply be auto-filled from previous client profiles — no need to retype the same information every time.
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Take Action: Use autofill to expedite onboarding with new customers.
Get faster approvals to your RFPs responses
Now you'll get an email notification if your customer makes significant changes to their RFP after you’ve submitted your proposal. See a catalog of their changes and simply clone, update, and re-submit your proposal without having to redo the whole thing from scratch. You can stay aligned with evolving project scopes and get your re-submissions approved more quickly to maintain a competitive edge.
Take Action: Use the new RFP editing feature to save time on your next RFP.
Reply to customer notes faster
Now in the attachments and notes section of a work order, you can use a filter to switch between user created notes and system created notes. When the “User Created” filter is selected, only notes where a comment was entered either by you or the client will be shown. This way you can find client communications more quickly and reply more accuratelypromptly.
Take Action: Use the “User Created” filter to navigate through work order notes more efficiently.
Update for your customers to expand your service
New ways for your customers to engage you to help manage their assets
Over the past year we’ve been giving your customers more and more ways to actively engage your services to help keep tabs on their equipment, understand total cost of ownership (TCO), and make better decisions about when to repair and when to replace.
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