2024 Release 3 for Providers

Owned by Lauren Covahey
Oct 23, 2024
2 min read

New for Providers

We’ve made some updates to help streamline your operations, improve efficiency, and grow your business. Here’s what’s new:

Updates to streamline your day-to-day operations

  • Customer-specific email notifications: Your email alerts will now be easier to identify, as your customer’s name will appear in the sender field when scrolling through your inbox. This makes it simple to spot and prioritize communications, ensuring you don’t miss critical updates or invitations.

  • Quick invoice summary view: Now you can get an at-a-glance summary of key details just by hovering your cursor over an invoice, saving you the time of clicking through individual invoices.

  • Advanced sorting options for work orders, proposals and invoices: You can now apply multiple sorting criteria such as date, trade, and customer, making it faster and more efficient to find the information you need.

Updates to boost service

  • Expanded checklists: Now, when you check in for work orders and complete a checklist, you can report multiple issues for specific assets. For example, instead of selecting “fan belt” as an issue for an AC unit, you can now select the specific issues (e.g., “worn” and “loose”) for a more complete report.

  • Work orders for asset transfers: When your customers using the Asset Validation add-on module need your help to move an asset from one location to another, now they can send you a special asset transfer work order. The work order includes details about asset condition to help prevent outdated information and unnecessary audits (Note, refrigerated assets are excluded). Read more about Asset Management in the Provider Guide to Asset Management.

Win new customers with provider pilots

As a provider on ServiceChannel, you have an unprecedented opportunity to grow your business with Provider Search. Facilities managers from more than 600 top multi-location brands rely on our data from millions of work orders and use Provider Search to find and engage proven providers like you for all their locations. Now, your opportunity to win new business through search will expand even more.

Starting November 7, when potential new customers discover you in search, they will have the option to initiate a provider pilot. This new option makes it easy for facilities teams to try new providers without disruption to their day-to-day operations. That means more invitations — and more opportunities for you.

The decision to use provider pilots is up to each customer. When you accept their invitation, you won’t know if you’re in a pilot. But once you accept and complete your onboarding, a set number of work orders will be automatically assigned to you so you can quickly demonstrate your great service.

Best Practices

Whether or not you’re in a pilot, the same best practices apply. As with every new relationship, the first impression is key:

  • Promptly accept all invitations you’re able to service.

  • Pay special attention to making a good impression on your initial work orders.

  • Check in to let your new customer know you appreciate their business and to see how things are going.