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Manage Your Business Profile

Manage Your Business Profile

Your Profile page is your portfolio that helps your company provide comprehensive information about your services and attract more customers to your growing client network. That is why it is important to keep it fully completed and up to date.

Viewing Your Business Profile

To access your business profile, click Profile at the top of the page. The Profile page appears.

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On the Profile page, your company information is broken down into 11 sections:

  1. Business Information that includes:

    • Company name

    • Company logo

    • Company ID

    • Years in business

    • Industries

    • Trades

    • Coverage

  2. Profile Strength progress bar: shows how complete your profile is.
    The more complete information about your company you provide, the easier it is for potential clients to find you.

  3. Your Dashboard: displays statistics on how many times your profile was viewed, how many times you appeared in clients’ search results, and how many invitations you have received within the past 6 months.
    Click View Your Stats to see the detailed visualized report on your Search statistics, Top Markets, Quality and Speed Scores, etc.

  4. Service Coverage: lists and shows on the map the areas where you provide services.

  5. Business Hours

  6. Headquarters and Regional Offices.

  7. Additional Business Information displays:

    Β Business Diversity Certifications
    Β  Trade Licenses and Certifications
    Β  Insurances

  8. Trades Specialties: shows which specific services you provide for the most popular trades.

  9. General Business Information: displays details about your company.

  10. Financial Information: contains information about your W-9 Form, Remittance, Sales Tax, and Banking.

  11. ServiceChannel Privacy Policy and http://Authorized.Net links.

Reviewing the 11 sections of the Business Profile
Reviewing the 11 sections of the Business Profile

Maintaining Your Business Profile

We strongly encourage you to complete every section of your Business Profile. The more information you enter, the more clients will get a better understanding of your business and potentially help you grow it.Β 

By keeping your profile complete and up to date, you ensure your company is more likely to come up in a client's search for providers.Β Β 

You can easily update expired documents and add new coverage, trade specialties, and photos by clicking the corresponding point on the progress bar.

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Business Information

Here you can review and edit basic information about your company.

What details can and cannot be updated depends on whether you are already in the Private Network of at least a single client.Β Β 

Quick Tips

  • Once you are accepted into at least one client network, your Business Name, Type of Charter (Business Type), and Tax ID cannot be edited through this method. You must contact ServiceChannel Support team to edit this information.

  • If you are not yet in any client’s Private Network, you can manually update the fields in your business profile.

  • Updating the Tax ID and Business Type will require providers to re-sign the existing W-9 form. An email will be sent to all users of the provider with the Financial Authority role to notify them that the Tax ID and/or Business Type were updated and the W-9 form should be re-signed.

How to Update Your Business Information

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  1. Click the pencil icon in the upper-right corner to review and edit your business information. You land on the Business Information page.

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  1. Edit the information that needs to be updated:

    1. Year Founded

    2. Address. Start typing the address, then select your address from the drop-down list that appears. Country, City, Zip/Postal Code, and State will be filled automatically after you enter the Address.

    3. New Business Contact. Type in the full name of the person who your prospective clients can contact.

    4. New Business E-mail. Enter the contact email address to which new client inquiries should be sent.

    5. New Business Mobile Number. Enter the phone number that you wish to receive new business inquiries to (text message). This is highly encouraged as it gives you more opportunities to find new clients and grow your business.

    6. Business Logo. Upload your company logo.

    7. Website URL. Add a link to your company website.

    8. Type of Charter. Select the desired business type from the drop-down list.

    9. Trade names. Click the add dba link to add up to two alternative trade names your business operates under. In the overlay that opens, enter Name 1. When the first name is specified, the Name 2 field appears. Leave it blank if not applicable. Click Save.

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Adding alternative business names
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  1. Click Continue to save changes when ready.

Profile Strength

The Profile Strength progress bar shows how strong, meaning complete, your profile is. The more detailed information your business profile offers to clients, the more business opportunities you may get.

The Profile strength progress bar displaying average profile strength
The Profile strength progress bar displaying average profile strength

Your Dashboard

Your Dashboard displays statistics for the past six months on:Β 

  • how many times your profile has been viewed

  • how many times you have appeared in clients’ search results

  • how many invitations you have received.

You can drill down into the statistics reports and get data on your Search statistics, Top Markets, Quality and Speed Scores, etc. in a more detailed and visualized way.

Click View Your Stats to open the dashboard.

Click View Your Stats to see the reports
Click View Your Stats to see the reports

If you want to hide Your Dashboard, click βœ–.

Business Hours

How to Update Your Business Hours

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  1. Click the pencil icon in the upper-right corner. You will land on the Business Information page.

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  1. Click Continue. The Business Hours page opens.

  2. Edit the information that needs an update:

    1. Select your time zone from the drop-down list.

    2. (Optional) Select We respond to service requests 24 hours a day if this applies to your company.

When you select the We respond to service requests 24 hours a day checkbox, you need to provide your After Hours Phone Number without any special characters like a + plus, (brackets), or –dashes–.

c. Specify your Regular Business Hours.

When you select Monday, the default time 09:00 AM to 05:00 PM appears. You can edit it by clicking the time. To copy the same business hours to all weekdays in the Regular Business Hours section, click Copy time to all.

Specify your business hours
Specify your business hours

d. Specify your After Business Hours. If you have not selected the We respond to service requests 24 hours a day checkbox, you can specify your after business hours as in step 3.

e. Provide your After Hours Phone Number without any special characters if your company operates after hours. Otherwise, you can leave the After Hours Phone Number field blank.

  1. Press Continue to save changes.

Additional Business Information

To give your prospective clients a better understanding of what your company does, select the options that best describe your business and services.

Click Update Information to edit Additional Business Information
Click Update Information to edit Additional Business Information

This section includes:

Β Business Diversity Certifications