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In Provider Automation you can set up and manage the type of work your company performs and the geographical regions where you perform them. This information is displayed on your profile so potential clients are aware of your scope of work while they are deciding on contractors from the ServiceChannel Directory.
Setting up Trades is split into three easy parts:
- Adding Trades from the list of trades provided,
- Adding Regions where your company does work, and
- Assigning Trades to Regions to list which trades you perform in which regions.
You can also note whether your company performs the work (Self-Performing) or if you contract it out (Sub-Contracting).
Adding Trades and Regions
You can manage your Trades and Regions from the Profile Overview page in Provider Automation.
(United States companies) For companies that collect and remit sales tax, it is important to add all trades and regions in this step. In the next step, Adding Your Financial Information, the trades and regions listed here are needed to list sales tax registration.
Confirming Your Trades Setup and Next Step
Click Profile Overview in the top navigation bar. You will see My Trades checked, indicating this section is complete.
Next, complete your financial information so you can invoice your clients as you complete work orders.