You can also perform these actions for an individual service provider from his/her profile page. See Managing an Active Service Provider from the Profile Page for more information. |
Communicating with Active Service Providers
Using Compliance Manager, you can communicate with your active service providers in the following ways:
- Send section incomplete reminders to remind service providers to complete all standard and custom requirements that are monitored for compliance
- Send custom messages to advise service providers of any desired information
Sending Section Incomplete Reminders
When you send section incomplete reminders, selected service providers receive an email specifying the sections that need to be completed, as illustrated below.
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Sending Custom Messages
You can send messages to your service providers by using the custom message option. You can also set a template for custom messages through Settings.
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Reviewing Your Active Service Providers
You can download or print select service providers’ W9 form or sales tax reports for reviewing. You can also export service provider information, such as contact details and the date they joined your private network, for offline use.
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Inviting a Company to Manage the Profile
You might occasionally work with service providers who are not yet registered with Fixxbook. ServiceChannel recommends that you request service providers to create their own Fixxbook accounts. Should you need to create a Fixxbook account on a service provider’s behalf, you may do so and then invite the service provider to manage the profile.
Before you send an invitation to manage the profile, you need to add contact information for the service provider profile you created.
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Deactivating a Service Provider
Sometimes you may decide to stop working with a service provider due to issues such as the provider’s poor performance or non-compliance with key requirements. You may remove a service provider from all locations and work orders and then deactivate the provider from your private network in two ways:
- Temporary Deactivation (in Compliance Manager only): Removes the provider from your Active Contractors list; however, you may still assign work orders in Service Automation. We recommend that you communicate with your facility management users to avoid assigning the provider to locations and work orders. In case you choose to work with the provider later, you may reactivate the provider and inform other users that they can start assigning work orders to the reactivated provider.
- Permanent Deactivation (in both Compliance Manager and Service Automation): Removes the provider from both your Active Contractors list and from your Providers list in Service Automation. You can no longer assign work orders to a permanently deactivated provider.
When you deactivate or delete a service provider, your company name will not be listed in the Clients list in the service provider’s Fixxbook account, and they cannot view your requirements.
Temporarily Deactivating a Service Provider
Deactivated service providers are listed on the Inactive Contractors page in Compliance Manager. Should you choose to resume working with a deactivated service provider, you can reactivate the provider from this page. Temporarily deactivated providers can still be assigned work orders in Service Automation.
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Permanently Deactivating a Service Provider
Important: Permanently deactivating a service provider requires assistance from ServiceChannel. Contact your ServiceChannel representative or ServiceChannel Support to permanently deactivate the service provider. |
Should you never want to work with a deactivated service provider again, you may elect to permanently remove the provider from both Service Automation and Compliance Manager. Permanently deactivating a service provider removes the provider from Service Automation; you cannot assign the provider to locations and future work orders.
When certain that you no longer wish to work with a service provider, we strongly recommend that you remove the provider information from Service Automation so you or your team does not inadvertently assign this provider to locations and dispatch future work orders.
Also note that you will not be able to reactivate a permanently deactivated service provider through Compliance Manager or by starting the invitation process again. You will need assistance from ServiceChannel to reactivate a permanently deactivated service provider and start working with them. Contact your ServiceChannel representative or ServiceChannel Support to add the provider back to your subscriber account in Service Automation.