Managing Client Invitations

Owned by Maria Tarnopolskaya (Unlicensed)
Last updated: Mar 18, 2024 by Anastasia Medovkina
4 min read

Reviewing Client Invitations

You will receive the New Invitation email to the email address you provided in your company profile. An invitation will also be displayed on your home page or ALP (Actionable Landing Page) in the New Invitation section.

After you get an invitation to join a Client Network, you can accept it to establish a business relationship with this client and be able to receive work orders from them. In case you do not wish to work with this client and get service requests from them, you can decline the invitation.

Accepting an Invitation

As you have already completed the registration process, you do not need to do it again. However, you will have to fulfill the Client Requirements for each newly accepted client invitation.

There are two ways to accept a new invitation: from the email and from the ALP.

⦿ How to Accept an Invitation

I. To accept an invitation from the New Invitation email, you need to take some additional steps.

 Expand to see the details
  1. Open the email invitation you received from the client.
  2. Click the Accept Invitation button.
    1. If you are logged out of your account, you get to the log-in page and then to the Clients > Invitations section.
    2. If you are logged in, you get to the Clients > Invitations section.
  3. Follow the ALP flow starting from step 2.
Example of an Email Invitation

II. To accept an invitation from the ALP

  1. Click New Invitation. You get to the Clients > Invitations section.
  2. Click View Detail.
    Click the View Detail button to view the invitation
  3. In the overlay that appears, review the invitation summary, and click Accept.

    Review the invitation and click Accept
    • In the next overlay that opens, confirm the locations where you provide services. All the locations specified by the client are selected by default. If some of them are out of your coverage, clear the checkbox next to those locations.
    • If it requires excessive time that would exceed 4 hours to get to the selected locations, specify this by selecting the corresponding checkboxes next to those locations.
    • When the client needs services in multiple states, you can filter locations by state.

      Confirm the locations where you provide services
  4. Click Accept.
  5. In the overlay that appears, make sure that you are acquainted with the ServiceChannel Terms & Conditions and agree to them.

    Agree to the ServiceChannel Terms and Conditions and click Accept
  6. (Optional) If you have any additional questions, click E-mail us to direct them to the ServiceChannel team.
  7. Click Accept.

The next step is to complete the Client Requirements.

Completing the Client Requirements

When you have accepted the client’s invitation, the invitation gets marked as Pending, and you should complete the Client Requirements.

⦿ How to Complete Client Requirements
  1. On the Pending Invitation, click View Full Invitation.

    Click View Full Invitation
  2. In the overlay that opens, scroll down to the Documentation Progress section. All points without a checkmark ✅ lack the required information and need to be completed.
    Click View Documents
  3. Click View Documents to complete the missing information. The sections where the required information is missing have an exclamation mark ❗.
    The sections that need to be completed have an exclamation mark
    For more information about what data should be added to each section, view Managing Clients and Client Requirements.

  4. Complete the required sections to be accepted into the Client Network.
  5. When the client accepts you into their Network, you get an email congratulation on a new client. The invitation changes its status from  to and moves from Active Invitations to Invitation History.

    The Accepted Invitation under the Invitation History tab

The client appears under the Clients tab in Provider Directory. Now you can receive service requests from this client.

The client appears as Active under the Clients tab

Declining an Invitation

If, for some reason, you do not want to accept the client’s invitation, here are your steps to decline it.

There are two ways to decline a new invitation: from the email and from the ALP.

⦿ How to Decline an Invitation

I. To decline an invitation from the New Invitation email, you need to take some additional steps.

 Expand to see the details
  1. Open the email invitation you received from the client.
  2. Click the Decline Invitation button.
    1. If you are logged out of your account, you get to the log-in page and then to the Clients > Invitations section.
    2. If you are logged in, you get to the Clients > Invitations section.
  3. Follow the ALP flow starting from step 2.
Example of an Email Invitation

II. To decline an invitation from the ALP

  1. Click New Invitation. You get to the Clients > Invitations section.
  2. Click View Detail to take action on the invitation. The overlay with the invitation summary opens.

    Review the invitation and click Accept
  3. Click Decline.
  4. In the overlay that appears, confirm your action by pressing Decline.

    Click Decline to confirm that you really want to decline the invitation
    The client will receive a notification that you have declined their invitation, and you will not be able to receive service requests from this client.

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