Each invitation card contains information that will help you view a summary of your invitation process with providers.
The items on the Invitation Card can be divided into:
- Actionable items that allow you to click on them and be redirected to other pages.
- Non-actionable items that allow you to have a look at the brief information on the invitation.
The List of Actionable Items
| Description | Action |
|---|---|
1. Provider’s Name: The name of the invited provider company. | Click on the Provider’s Name to view the Invite Details. |
2. Compliance: The compliance percent and the number of requirements completed. For example, 7/8 means that the provider has completed seven out of eight requirements. |
|
3. The Insurance icon: When it is shown, it means an insurance document is ready to review. | Hover over the compliance progress and then select Insurance — ready for Review. When the insurance document appears, you can approve or reject it. |
4. Accept: The Accept button that appears on the invitation in the Replied status and allows you to accept the provider into your Network. | Click Accept to accept the invitation. |
5. Invitation Notes: The number of notes added to the invitation. | Click on Notes to be redirected to the Invite Details page. |
The List of Non-actionable Items
- Trades: The trades which the provider has been invited to service.
- Expiration Date: The date when the invitation will expire.
- Invitation Status: The stage at which the invitation is in. Learn more about the Invitation Statuses.
- The additional label appears only on the invitations where providers do not have a Fixxbook profile.
- Invitation Date: The date when the invitation was sent to the provider.
- Sender Name: The name of the employee who sent the invitation.
- Speed and Quality Scores: The scores evaluate the provider’s performance based on their quality and speed of completed work orders. Learn more about the Speed and Quality Scores of the invited provider.
- Labels: Labels that you have applied to the invitation.
