When a client wants to work with your business, they will invite you into their Private Network. Through that invitation, the client may request specific information, such as additional insurance requirements, dispatch preferences, and client-specific agreements such as specialized rates and service level agreements.
In the Clients section, you can manage these client-specific requests. The information you provide in the Clients section is private between you and that client.
A client can request information either at the time of invitation to their Private Network or anytime thereafter. No matter when they make the request you can manage the information in the same way.
A client may not agree to do work with you until the client requirements are complete and accurate.
You will know you have outstanding client requirements when:
- There is a red box above clients in the top navigation bar, and
- Clients are listed in the Action Required section of the Home Page.
Navigating to Client Requirements
There are two ways to navigate to the Client Requirements page:
- From the top navigation bar, click Clients. The Clients page appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
-OR-
- From the home page, under the hamburger menu on the top left, click Administration > Clients, the Clients page for the applicable client appears.
- Click Continue next to the desired client. The Clients page for the applicable client appears.
From a client’s requirement page you can:
- Switch between clients: From the top of the page you can use a drop down to navigate between clients.
- View outstanding requirements: In the left navigation menu you will see all potential requirements for a given client.
- Sections with a red exclamation mark mean this information is required by the client and you have not yet completed the section.
- Sections with a green check mark mean you have completed that section.
- Sections with a gray check mark mean you have not completed this section, but it also is not required by this specific client at this time.
- Take steps to complete outstanding requirements: In the left navigation menu you can proceed to take steps to complete outstanding requirements.
Client Requirements
A client will select which of the below items they require their contractors to complete.
- Dispatch Preferences: This is a system requirement and allows you to specify how you would like to receive system communications from Service Automation.
- Client Contacts: Specify who the assigned contact is for a given client.
- Client Rates: Propose rate types by various trades and regions.
- Insurance Documents: Upload documentation of applicable insurance policies.
- Custom Requirements: Review and acknowledge receipt of specific client documents.
- Banking: Enter banking information for direct deposit. Only used if your clients are enrolled in ServiceChannel Payment Manager.
- Tax I.D.: Checked against the Tax Identification Number (EIN/SSN [US]; BTI/SIM [Canada]; VAT [all other countries]) listed in the Company Information section of your Fixxbook Profile.
Other items on the Client Requirements page:
- Payment Terms: View payment terms entered by your clients, if applicable.
- Client Agreements: View client agreements your client has uploaded, if applicable.
- Search Statistics: View how often your profile has been searched and clicked during a specific period of time.
