The Active Contractors and Inactive Contractors pages display the basic profile details of your active and inactive service providers. You can review each service provider’s financial information, trades, and requirement completion in detail by viewing the Fixxbook profile.

Each Fixxbook profile has four main components - Fixxbook Profile, My Account, Trades, and Clients. You can view Fixxbook profiles for providers both within your private network and outside of your private network (for example, during the invitations process).

For service providers within your private network, you can also take specific actions while reviewing the profile, similar to those available on the Active Contractors and Inactive Contractors pages:

Actions for Active Service Providers	Actions for Inactive Service Providers
Invite Company to Manage Profile	Reactivate Contractor
Send Section Incomplete Reminder	Delete Contractor
Deactivate Contractor	Send Custom Message
Send Custom Message
Download W9 Report
Download Sales Tax Report

⦿ How to View a Service Provider’s Profile

Clicking a service provider’s name opens the Fixxbook profile of the provider.

From the profile page, you may be able to perform actions depending on whether the provider is in your private network or not:

In network - you may take actions similar to those available in the Active Contractors and Inactive Contractors pages.
Out of network - you may invite the service provider to your private network, or communicate with the provider if the provider is in the invitation process.

Fixxbook Profile

There are two pages under the Fixxbook Profile tab:

Fixxbook Profile details information about the service provider’s company, including company information, references, contact information, and after-hours information.
Financial info details W9 information, remittance information, and sales tax information.

Fixxbook Profile

Below are the sections within each service provider’s Fixxbook profile. Use the left navigation links to jump to a specific section, or scroll through the page to view all sections.

Sections	Details
Company Information	Basic information such as company name, address, phone, email, and charter type
Company Q & A	Company overview and answers to questions focusing on the experience, strengths, and uniqueness of the company
Diverse Contractors/Suppliers	Details of any Diverse Contractor/Suppliers certification obtained by the company
Business Basics	Years in business, size of the company, and type of businesses served by the company
Trade Associations & Certifications	List of Trade Associations and Certifications
References	Reference company details, including the name, trade, and contact information
Regional Offices	Location and contact information for the company’s regional offices
Contacts	Individual contact details for each of the company’s offices
Mobile	Mobile devices the company’s technicians use or can use when required
Licenses	Details of licenses the company has specific to their trades
After Hours	Available after hours and preferred contact mode and contact information
Insurance	Types of insurances the company has and the details

The icon next to each section indicates the completion status of requirements.

Green check mark identifies completed profile section(s).
Red exclamation mark identifies incomplete section(s), as required by your company.
Grey check mark identifies incomplete section(s) in the service provider’s profile that are neither required by your company.

My Account

The My Account page displays ServiceChannel Usage Fees (SUF), and whether the service provider agreed to the terms and conditions.

Service Providers who do not agree to the Terms and Conditions of the ServiceChannel Usage Fees program are not be able to invoice for services.

Trades

The Trades page displays which trade(s) the service provider services, and which region(s) the services are provided

Trades - List of trades the company provides.
Regions - Lists the regions serviced, and whether a region is serviced by the service provider or subcontracted.
Assign trades to regions - Details of trades offered in specific locations, and whether it is self-performed or subcontracted.

Clients

Here you can view the status of sections listed below.

Section	Details Available
Overview	Indicates whether the service provider completed all required sections
Dispatch Preferences	Main contact, contact information for service requests and preferred fax/email for WO Notes, WO Alerts, Proposals, Proposal Alerts, Invoices, Invoice Alerts, and training
Client Contacts	Contacts assigned to your company
Client Rates	Current and proposed rates. You can view more information by clicking the rates for each service type. You can also approve or reject a provider’s proposed rates. See Taking Action on Proposed Rates below.
Insurance Documents	Uploaded insurance documents and details
Custom requirements	Any special requirements you have set for your company and the completion status of those requirements
Banking	Whether the service provider specified banking information, and the currency’s banking information is available
Tax ID	Shows whether Tax ID information is available
Payment terms	View current and proposed payment terms
Client Agreements	Agreements between you and the service provider, as setup in the Agreements section of Compliance Manager

The icon next to each section indicates the completion status of requirements.

Green check mark identifies completed profile section(s).
Red exclamation mark identifies incomplete section(s), as required by your company.
Grey check mark identifies incomplete section(s) in the service provider’s profile that are neither required by your company.

In this Article

Related Articles

Page:

Contractors
Page:

Creating a Service Provider Profile
Page:

Managing Active Service Providers
Page:

Managing An Active Service Provider from the Profile Page
Page:

Managing an Inactive Service Provider from the Profile Page
Page:

Managing Blocked Service Providers
Page:

Managing Inactive Service Providers
Page:

Managing Private Notes, Rating, and Vendor ID

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