Using SC Provider Mobile with Refrigerant Tracking Management

ServiceChannel Provider, or SC Provider, is a mobile application that is used by external field technicians to receive, view, and record parts usage as well as to check into and out of work orders dispatched through Service Automation.

Setting Up SC Provider for Internal Technicians

SC Provider is available for both iOS and Android devices and can be downloaded from their respective app stores.

External technicians who will be using SC Provider to manage and process work orders must have an account established for them in User Management before they can be assigned work orders, or they can request an account by first downloading the SC Provider application and then requesting access.

Adding Technicians to SC Provider Mobile

Each technician needs a ServiceChannel Provider account to receive and process work orders. Technicians are informed by email when they have been invited to set up an account. Each technician has to respond to the invitation by clicking Start Now in the invitation email that they receive. See Being Invited to Use SС Provider for a detailed instruction. 

Adding Certifications and/or Licenses in SC Provider Mobile

Technicians who are assigned to HVAC and/or refrigeration type work orders are required to provide their certification and/or licenses to verify their qualifications to service those work orders. Individual technicians whether they are a supervisor and/or helper must have their own certificates added into Provider Automation. This requires technicians having their own using username and password when logging into SC Provider Mobile to submit their certifications.

When technicians do not have their certifications and/or licenses added into Provider Automation, they will receive the notification about not having credentials and request them to be uploaded. Once the qualifications have been added, the modal question no longer appears. After a technician has their certificates uploaded, dispatch can assign a technician to a refrigerant and/or HVAC work order in Provider Automation.

Licensing Description

During the process of uploading certification and licenses, they are 4 types that are accepted. The following types are:

1. Type I: Small appliances; including residential refrigerators, small commercial ice makers, or small window air conditioners
2. Type II: High-pressure appliances; residential and commercial split air conditioning systems, or rooftop commercial package units
3. Type III: Low-pressure appliances; including but not limited to chillers.
4. Universal: Includes Types I, II, and III

Using PIN to access HVAC or Refrigeration Work Orders

When accessing HVAC and/or refrigeration work orders in SC Provider Mobile with a PIN, a message appears indicating you must use a username and password to check into those types of work orders. Doing so, helps verify technicians with proper credentials are servicing those assets.

Acknowledging Compliance Statement in SC Provider Mobile

When checking out of a Planned Maintenance work order where a leak inspection is conducted, your client can enable an acknowledgement compliance statement that verifies the work that was completed was done in compliance. You must acknowledge the statement in order to complete the process.