The Site Access functionality improves the on-site experience between technicians and location staff and increases the transparency of the check-in/out process.
Site access rules that your client configures are highly customizable. Responsible employees on the client side can enable rules for specific locations, trades, or any combination of them. Should a particular rule be triggered at one location, it doesn’t mean that the same rule will apply to other locations. The same is true for trades.
Your client should inform you about the enabled site access rules that affect how you check in and out.
Site access rules that your client sets up may affect the following:
Whether you need to log in to ServiceChannel Provider with your technician account or you can use a PIN instead before checking into work orders
If check-in via the IVR system is enabled
Whether a custom message is displayed if you try to check in outside of the location’s business hours
If you can check in or out outside the specified GPS radius — distance around a facility within which a you are considered to be on-site
Whether you are automatically checked out of work orders after the specified period of time in case you didn’t perform a check-out
Site Access Messages
Below are messages that you may see in ServiceChannel Provider in case the corresponding site access rules set up by the client are triggered.
Message Type
Why You See This Message
Action Required
Account required
You have signed in to ServiceChannel Provider with your PIN instead of a technician account and are now attempting to check in.
Log in to ServiceChannel Provider with the login and password of your technician account.
If you don’t have an account yet, click Register on the home screen of ServiceChannel Provider, and follow the required steps to complete the registration. You need to wait until your administrator approves your request and activates the account.
Check-in outside of the location’s operational hours
You are trying to check in outside of the location’s business hours.
Follow the instructions provided by your client.
Should you need to check in, tap Proceed on the notification screen, and then check in as usual.
Check-in/out outside GPS parameters
You are attempting to check in or out being too far away from a location.
Your current location is tracked through the GPS service via the ServiceChannel Provider mobile app.
The action you need to take depends on whether your client permits you to check in or out outside the acceptable GPS radius:
If your client allows you to check in outside the acceptable radius, tap Yes, and then check in as usual.
Should the client disable the option to check in or out from anywhere except the acceptable radius, get closer to the property, and try to check in again.
Checking in:
Checking out:
This message may appear only if your client has the badge scanning feature enabled.
Badge scanning required
A store employee needs to scan your badge generated for a work order in ServiceChannel Provider before you can check in.
Do the following:
Find a responsible location employee.
Tap Badge on the work order screen to open the badge to be scanned.
Allow the employee to scan the QR code on the badge with their ServiceChannel Mobile app. Tap the QR code to enlarge it.