Jul 26, 2023 | Service Automation, Provider Automation, and Analytics RNs

Core modules

Admin. Have you stopped using one of your priorities? On the add and edit priorities modals, the Non-Selectable checkbox is now available. Select this checkbox and priority won’t appear for selection on a work order. Read more about how to manage priorities in ServiceChannel University.

Admin. Henceforth, you can choose the decimal separator for money values, such as NTE amounts. The Decimal Separator option is now available on the Subscribers page in the Admin module. Here SC employees can choose either a point or a comma for use. Also, in Provider Directory, providers get the ability to enter money values with a comma as a decimal separator (for example, 320,48 NTE) and as a thousand separator (for example, 2,000 NTE) following the subscriber account settings. 📞Contact your Customer Success Manager to enable the feature.

Admin. Now, the Invoice and PM MS Excel templates can be based on your regional settings! Based on the regional settings, the system translates table headers and recognizes the date format and the currency format. 📞Contact your Customer Success Manager to enable the feature.

Admin. While creating a checklist on the Admin > Tools > Checklists page, you can link it to the planned maintenance frequency. To save the new checklist, select the Planned Maintenance option and enter the name and PM frequency in the Planned Maintenance Frequency field under the Checklist Type drop-down on the New Checklist modal. Learn more in ServiceChannel University.

Analytics Standard. Meet the redesigned standard Contractor Scorecard 2.0 dashboards! It gives you better data points to evaluate the performance of contractors in your network more meaningfully. Read more about changes in ServiceChannel University.

Analytics Standard. The Executive Dashboard is now live and nested under the Pilot Dashboards section!

Analytics Standard. The Year-Over-Year Cost Comparison standard dashboard is now available! Use it to see trends over time in invoice spend. You can see changes in labor, material, and total amounts filtering them by trade, provider, and region. The new dashboard can be found under SC Dashboards. Learn more about the dashboard in ServiceChannel University.

Asset Manager. From now on, while adding and editing assets, you can set their currency, for example, 50 GBP, where 50 is the asset's original value, and GBP is the asset's currency. We've added the Currency standard attribute on the Manage Asset Types page, the Currency field on the Asset Details tab of the asset page, and the Currency column in the MS Excel asset templates.

Asset Manager. The Asset Tag field was added under the Asset Details tab on the asset and work order details view pages. While validating an asset on a work order, providers can modify the Asset Tag field on the Asset Record screen in the ServiceChannel Provider app.

Asset Manager. You can allow providers to create and update assets. Navigate to the Assets (Equipment) > Administration > Asset Rules page and in the Allow providers to upload asset section select which providers can upload assets: all providers, selected only, or none. Then providers will be able to create and update assets by uploading the MS Excel asset template on the Manage Assets page in Provider Automation.

Dashboard. In the locations dropdown found in the upper-right corner in Dashboard 2.0, the address, state, city, and zip code info to each location is now will be displayed.

Invoices. The Require Digital Copy of Provider’s Invoice section is now available under Admin > Invoices > General. It enables the ability to contain a digital copy of the provider’s invoice. When adding an attachment to an invoice, it will be possible to mark the attached file as a digital copy of the invoice. Also, you can specify which providers are required to provide a digital copy of their invoice. 📞Contact your Customer Success Manager to enable the feature.

Invoices. When providers create invoices, they can indicate a markup percentage for materials. This value is validated against the material markup % in rate cards in Compliance Manager and/or on the Negotiated Price List tab in the Admin > Tools section, depending on your rate configurations. A warning icon will appear on the invoice details if the provider enters the material markup percentage that mismatches the agreed one. You can also ask providers to specify the reason for the material markup mismatch. In addition, you can configure invoice auto-approval rules based on the material markup percent. 📞Contact your Customer Success Manager to enable the feature.

Invoices. You can upload the price list for materials and other charges on the Admin > Tools > Negotiated Price List page. Providers can select items from the already existing and approved price list when they create invoices. Values entered by the provider are validated against rates indicated in the negotiated price list. A warning icon will appear on the invoice details if the provider enters values that mismatch the agreed prices. In addition, you can configure invoice auto-approval rules based on the negotiated price list. 📞Contact your Customer Success Manager to enable the feature.

Locations and Providers Assignments. For our non-US-based clients, we’ve added the ability to display different address formats in different countries. The address format type is now selected automatically based on the regional settings.

Proposals. An attachment can be added on an RFP during submitting! Additionally, when generating an RFP from a work order, the work order description and related attachments will be duplicated to the RFP automatically.

Proposals. From now on, there is an ability to update GL codes and Additional Approval Codes(AACs) directly while taking action on a proposal. On the proposal list view, when you click Edit on a proposal, the GL Code and AAC fields are available for modifying.

Provider Directory. Providers can now select the preferred currency code. A provider can configure the currency code during the registration or on the regional setting page in Provider Directory.

Provider Search. It is now possible to compare the providers that you discover through Search. You can select up to 5 providers for comparison, clicking the Compare checkbox on the provider profile cards to add them to the comparison table. On the Provider Comparison page, you will compare selected providers by the following filters: Coverage, SC Clients, Industries, Trades, Search Score, Price Score, Engagement Score, Speed Score, Quality Score, and Coverage Map. For more details, please check our ServiceChannel University article.

SC Mobile. Now you can regularly confirm the existence of assets on your PM work orders. You will be periodically forced to validate assets on a PM work orders with multiple assets on the Work Order Asset screen in the SC Mobile app. A user should have an Asset Inventory secondary user role to validate the assets. 📞Contact your Customer Success Manager to enable the feature.

Work Orders. On the work order list view, we’ve added the With Linked Work Orders toggle. Select the check option and all work orders with linked WOs will be filtered. When you choose the cross option ❌, all work orders without linked WOs will be filtered.

General. For your convenience, the currency code will be displayed next to the monetary values in Service Automation. For example, 300 USD.

General. The following changes were made in the ServiceChannel Mobile and ServiceChannel Provider apps: