Reviewing the Profile Panel on the Homepage
Profile Overview: Completing Outstanding Tasks
The panel on the right side of the Homepage shows an overview of your profile to improve your compliance and visibility for your clients on the Provider Search. From here, you can do the following:
View your account status based on the current Payment Method.
View the profile status reflecting the visibility of your business on the ServiceChannel’s Marketplace Search.
See the completion percentage of your Business Profile.
View invitations from new clients awaiting your response.
Check clients you need to give the requested information to become fully compliant.
Quick Tips
Click the arrow → on the needed section to navigate to the corresponding page — without searching for it throughout Provider Automation.
Should you have issues generating an invoice, first check your account status to ensure it is not Restricted. See ServiceChannel Usage Fees for more information
Profile Status
Providers in the USA can see their Service Provider Directory listing status at the top of the profile overview panel.
Listed: When your business profile is listed for ServiceChannel’s Marketplace, clients searching for providers can contact you about new business opportunities.
Update your business profile and service coverage with the latest information to increase your opportunity for business growth.
Unlisted: When your business profile is unlisted, clients searching for providers cannot contact you. To become listed, opt in to the Business Profile and confirm that your account is in good standing.
Handle with care
If your account status is Restricted, you get automatically unlisted from ServiceChannel’s Marketplace Search.
Account Status
Your account status defines your access to Provider Automation, ServiceChannel Provider Mobile, and other features.
Active. You have full access to the ServiceChannel provider platform. You can receive and invoice work orders.
Grace. You have a temporary grace period to update the payment method for your account . During this grace period, you have full access to the ServiceChannel provider platform. You can receive and invoice work orders.
Restricted. Your access to the ServiceChannel provider platform is limited. You can receive work orders, but you cannot invoice them unless you update your payment method, and your account becomes Active.
Handle with care
When your status is Grace or Restricted, click on it to add an acceptable payment method. As soon as you do this, your account becomes Active.
Profile Completion
The progress bar on the Profile Completion section shows the overall percentage of your Directory Profile (non-US providers) or Business Profile (US providers) completion.
Quick Tips
Click the arrow → to navigate to the Profile Overview, where you can:
View requirements from clients.
See how many trades your company has registered with.
View your profile strength, business, and financial information.
New Invitation
The New Invitation panel shows invitations from new clients to join their network of providers.
Quick Tips
The arrow → navigates you to the Invitation page, where you can either accept or decline invitations.
Current Compliance
In the Current Compliance section, you can see the clients whose requirements you need to complete to become fully compliant.
Quick Tips
Clicking the arrow → takes you to the Clients page, where you can manage client-specific requests and add missing information.
Clicking a client’s name navigates you to the specific client’s requirements page to complete the missing information for this client.
What’s Next?
Read the next article in this series: Searching for Work Orders from the Homepage.