After you set up your ServiceChannel account, you can invite and add new service providers to your private network through Compliance Manager. Once the service providers are in your private network, you can manage them easily through the Contractors tab.

Contractors page

The Contractors tab is accessible from the Compliance Manager landing page. It has three menu items: Contractors, Invitations, and Contractor Match.

Contractors

The Contractors section has four pages from where you can perform different actions:

Active Contractors - Manage active service providers in your private network
Inactive Contractors - Manage deactivated service providers
Blocked Contractors - Use to block a service provider, and when necessary, to unblock a blocked service provider
Create Contractor - Use in exceptional cases to create a Fixxbook profile for a service provider

In the main pane of the Active Contractors and Inactive Contractors pages, for each service provider, you can view the primary and company email, rating, profile score, general profile completion, my requirements completion, section requirements completion, number of technicians, Vendor ID, notes, and join date.

You can also view service providers’ profiles, W9 and sales tax reports, and communicate with them.

Invitations

The Invitations section has three pages:

Create Invitation - Send invitation to either a single service provider or multiple service providers at once
Active Invitations - Manage invitations that are not expired and invitations that service providers have accepted or replied to
Inactive Invitations - Resend expired invitations; export or delete invitations

Contractor Match

From the Contractor match page, you can identify whether service providers currently performing services for your company are already in Fixxbook, and if so whether they are already part of your private network

⦿ How to Access Contractors

On the Compliance Summary page, click the Contractors tab. The Active Contractors page appears. You can also hover your mouse over the Contractors tab, and then click Contractors, Invitations, or Contractor match to land on the respective pages.

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Related Content

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Contractors
Page:

Creating a Service Provider Profile
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Managing Active Service Providers
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Managing An Active Service Provider from the Profile Page
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Managing an Inactive Service Provider from the Profile Page
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Managing Blocked Service Providers
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Managing Inactive Service Providers
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Managing Private Notes, Rating, and Vendor ID

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