Managing Your Account in ServiceChannel Provider

As a technician, you can create and manage your profile in ServiceChannel Provider. Here is what you can do within your profile:

• Set or update your profile picture
• Fill out general info about yourself
• Reset your password
• Provide contact details
• Certifications and Licenses

Accessing Your Profile in SC Provider

There are two paths for accessing your profile in ServiceChannel Provider: via the My Account or Settings section. Based on your company account configuration, one of these sections is available to you on the home screen.

Managing Your Profile Picture

The photo you add when creating your ServiceChannel account appears in your SC Provider profile, making it more human. In case you skipped this step and created the account without a picture, you can add it via SC Provider.

Mind that your picture is visible to your company admins in Provider Automation, which helps them quickly identify you among other employees.

Your profile has a new picture now. Note that it is also visible to your manager in Provider Automation.

Providing General Information

General info includes your first and last name as well as your date of birth.

When your manager creates an invitation for you to use ServiceChannel Provider, they enter your first and last name. Thus, this info is already available in the Profile section of your SC Provider account once you log in for the first time.

In addition to your name, you can specify your date of birth by picking the date in the Birthday (Optional) field. After providing this info, remember to tap Save in the upper-right corner to capture your changes.

Resetting Your Password

Should you need to change your password for security reasons, you can do that within your profile.

Next time you log into the app, you should use your new password.

Adding Contact Details

The Contact Details section stores info on where you live and how to reach out to you.

The phone number you specify when creating your ServiceChannel account via email invitation appears in this section. In case your number has changed, you can update it in your SC Provider profile.

Based on your company business needs, your manager may also ask you to fill out your home address, zip code, city, and state.

Once you fill out the fields, tap Save in the upper-right corner to update your profile.

Adding Certifications and/or Licenses

Technicians who are assigned to HVAC and/or refrigeration type work orders are required to provide their certification and/or licenses to verify their qualifications to service those work orders. Individual technicians whether they are a supervisor and/or helper must have their own certificates added. This requires technicians having their own using username and password when logging into SC Provider Mobile to submit their certifications.

When technicians do not have their certifications and/or licenses added, they will receive the notification about not having credentials and request them to be uploaded. Once the qualifications have been added, the modal question no longer appears. After a technician has their certificates uploaded, dispatch can assign a technician to a refrigerant and/or HVAC work order.

Licensing Description

During the process of uploading certification and licenses, they are 4 types that are accepted. The following types are:

1. Type I: Small appliances; including residential refrigerators, small commercial ice makers, or small window air conditioners
2. Type II: High-pressure appliances; residential and commercial split air conditioning systems, or rooftop commercial package units
3. Type III: Low-pressure appliances; including but not limited to chillers.
4. Universal: Includes Types I, II, and III