Managing an Inactive Service Provider from the Profile Page

Owned by Chellie Esters
Last updated: Jul 31, 2020 by Anastasiya Dashuk (Unlicensed)
3 min read

After you deactivate a service provider, you may want to do a further review of the service provider’s profile before deciding on the next course of action. From the profile of an inactive service provider, you can perform several actions such as reactivating/deleting the provider, sending a custom message, or exporting the provider information.

Actions for inactive service providers

Reactivating an Inactive Service Provider

After a further review of a deactivated service provider’s profile, in case you decide to resume working with the provider, you can reactivate the provider and start assigning work orders. You need to do one of the following to reactivate the provider:

  • To reactivate a temporarily deactivated provider: Reactivate in Compliance Manager and communicate to other facility management users that they may start assigning the provider to locations and work orders
  • To reactivate a permanently deactivated provider: Reactivate in Compliance Manager and add the provider information back to your subscriber account by contacting ServiceChannel.
⦿ How to Reactivate an Inactive Service Provider
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click Inactive Contractors. The Inactive Contractors page opens.
  3. Locate and click the desired service provider’s name. The provider’s Fixxbook profile appears.
  4. In the top-left section, open the Actions for <Service Provider> drop-down list, and then click Reactivate Contractor. The Reactivate Contractor pop-up window opens.
  5. Enter the reason for reactivating the service provider in the Reactivation reason textbox, and then click Ok. The action summary appears.
  6. (Optional) Click Details to review the status/details of the reactivation.
  7. Click Close.

Sending a Custom Message to an Inactive Service Provider

You may send a deactivated service provider custom messages. For example, in case you deactivated a provider for non-compliance, you may send the provider a reminder for compliance so that you can reactivate the provider and start assigning work orders.

⦿ How to Send a Custom Message to an Inactive Service Provider
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click Inactive Contractors. The Inactive Contractors page appears.
  3. Locate and click the service provider’s name. The provider’s Fixxbook profile opens.
  4. In the top-left section, open the Actions for <Service Provider> drop-down list, and then click Send Custom Message. The Send Custom Message pop-up window opens.
  5. Enter the subject and your message in the appropriate fields.
  6. Click Ok. The action summary appears.
  7. (Optional) Click Details to review the delivery status of the custom message.
  8. Click Close.

Exporting an Inactive Service Provider’s Information

You can export a deactivated service provider’s information from the profile page.

⦿ How to Export an Inactive Service Provider’s Information
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click Inactive Contractors. The Inactive Contractors page appears.
  3. Locate and click the service provider’s name. The provider’s Fixxbook profile opens.
  4. In the top-left section, open the Actions for <Service Provider> drop-down list, and then click Export Contractors. The Export Contractors pop-up window appears.
  5. Click Download. Select service provider details, such as contact information and the date the provider joined your private network, is downloaded to your device.
  6. Click Close.

Deleting an Inactive Service Provider

Should you choose to permanently stop working with a deactivated service provider, you can delete the provider from your private network.

Important: Deleting a service provider in Compliance Manager does not automatically remove the provider from Service Automation. The service provider may still appear in Provider assignments in Service Automation. We strongly recommend that you remove the provider information from Service Automation by contacting ServiceChannel so you or your team does not inadvertently assign this provider to locations and dispatch future work orders.

Should you choose to work with a deleted service provider again, you must send a new invitation and add the provider to your private network.

⦿ How to Delete an Inactive Service Provider
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click Inactive Contractors. The Inactive Contractors page opens.
  3. Locate and click the desired service provider’s name. The provider’s Fixxbook profile appears.
  4. In the top-left section, open the Actions for <Service Provider> drop-down list, and then click Delete Contractor. The Delete Contractor confirmation dialog opens.
  5. Click Delete. The action summary appears.
  6. (Optional) Click Details to review the status of the delete action.
  7. Click Close.

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