Reviewing Provider Homepage

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Sections of Provider Homepage

The Homepage is a powerful tool that makes it fast and easy to stay on top of your performance. With the Homepage, you get a comprehensive set of metrics and data that help you make proactive decisions to enhance your effectiveness.


Picture showing 7 sections of provider homepage


1 Search and Filters

Search and Filters help you find the exact work orders or view metrics by clients and the creation date.

Work order searchOption to search for work orders by multiple criteria. Read more about Searching for Work Orders from the Homepage.
Filters

Filters allow you to view work orders, proposals, and invoices metrics by specific clients and creation date on the Homepage. Read more about Filtering Metrics on the Homepage.


Video showing how to filter metrics on the homepage



2 Metrics

Metrics for the recent work orders, proposals, and invoices broken down by statuses. By clicking any of the numbers on metrics, you will be directed to the list of work orders, proposals, or invoices with the filters applied to them.

3 Provider Statuses

Provider Statuses help you take action in time to keep the profile and account up to date.

Account statusYour account status may be Active, Grace, or Restricted. It shows you the ability to invoice without limitations and depends on whether you provided a valid Payment Method. Read more about Adding Payment Methods.
Profile statusIf the status is Listed, your profile is included in search results for clients looking for new providers. These clients may contact you with new business opportunities. Read more about profile statuses.

4 Provider Overview Panel

Profile overview panel prompting you to complete pending tasks related to your profile.

Profile CompletionPercentage of your business profile completed. A complete profile is vital to attracting potential new clients. 
Marketplace Scores 

ServiceChannel evaluates and scores provider performance in four areas: Quality, Price, Speed, and Engagement. You can monitor your scores from the Marketplace Score module on your homepage. 

Monitoring your scores is one of the best ways to spot opportunities to improve customer service, streamline operations, and get paid faster.  

 
Working to improve the key performance indicators (KPIs) that form each score can also increase your opportunity to be discovered in Provider Search and get invited to work by new clients. Read more about Reviewing Marketplace Scores and KPIs. 

  • Click the Improve My Score button under the scores to view scores and KPI definitions. 

Picture showing the improve my score button

InvitationsInvitations from new clients. See new invitations with brief information on the clients that have invited you to join their provider network.
Current ComplianceYour progress toward compliance with the requirements of each new client.

5 Alerts and Messages

Alerts and Messages reflect notifications from ServiceChannel and messages from clients.

6 Resources and Announcements

Resources and Announcements keep you in the loop with important updates, top tips, and best practices.

7 Provider ID

Provider ID is the identifier of your company in ServiceChannel.

Pay attention to the Update Time under the Compliance section. The time shows when the Homepage was last refreshed. A checkmark indicates that all data is up to date.

Picture showing the generated by time



Read the next article in this series: Viewing Work Metrics from the Homepage.