Homepage for Providers outside the US
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.
How to Access the Homepage |
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Once you log in to Provider Automation, you land on the homepage where you can do the following:
Search for work orders by multiple criteria.
View metrics for work orders, proposals, and invoices, as well as apply filters to them.
Get a quick overview of your profile and navigate to the corresponding pages to complete tasks that require action.
Homepage Overview
The image below shows an overview of the homepage.
Work order search: Option to search for work orders by multiple criteria.
Filters: Filters that allow filtering work orders (WOs), proposals, and invoices by client and creation date on the homepage.
Metrics: Metrics for the most recent work orders, proposals, and invoices broken down by statuses.
Account status: Your ServiceChannel Usage Fee Account Status may be listed as Active, Grace, or Restricted, depending on whether you have provided a valid payment method. To add a payment method, see Adding Payment Methods for more information.
Profile Completion: Percentage of your profile completion and your provider profile listing status meaning that you are Listed for ServiceChannel’s Marketplace Search, and clients may contact you about new business opportunities.
Invitations: Number of new invitations from clients to join their Network of providers.
Compliance: Number of clients for which you are not fully compliant because you have not provided the required information.
Homepage data update time: Time when the information on the homepage was last refreshed. A checkmark indicates that all data is up to date.
Provider ID: The identifier of your company in ServiceChannel.
Viewing Work Orders, Proposals, and Invoices
On the left side of the homepage, you can view metrics for the most recent work orders, proposals, and invoices. You can filter them by client and creation date. Each time you land on the homepage, you get a quick overview of how your WOs, proposals, and invoices are progressing, which allows you to monitor the current situation and identify areas of work that may require prompt action.
You can click a metric to navigate to the corresponding page with filters applied. For example, when you click a metric showing work orders that are Pending Arrival, you land on the Work Orders List displaying service requests in the In Progress / Dispatch Confirmed status.
Work Orders
Confirmation Required
Work orders submitted by your clients that you haven’t yet accepted. Learn more about responding to service requests.
Total number: The number of all work orders that are in the Open status, not filtered by priorities.
No-Show: The number of all Open work orders that have missed the scheduled date.
Less than 8 hours: The number of Open work orders that need to be completed in less than 8 hours.
8-24 hours: The number of Open work orders that need to be completed from 8 to 24 hours.
24-48 hours: The number of Open work orders that need to be completed from 24 to 48 hours.
48+ hours: The number of Open work orders that need to be completed in more than 48 hours.
Pending Arrival
Accepted work orders on which technicians haven’t yet started work.
Total number: The number of work orders with In Progress / Dispatch Confirmed statuses and on which your technicians have not checked in yet.
Late (Over 1 day): The number of the In Progress work orders with missed scheduled dates over 1 day.
On their way (1 day away): The number of the In Progress work orders that are 1 day till the scheduled date expires.
In Progress
Accepted work orders on which technicians are currently working.
Total number: The number of all work orders with the In Progress status on which you have started working.
On-Site: The number of the In Progress work orders with the On-Site extended status.
No action in 7 days: The number of the In Progress work orders on which you have not taken action for 7 days. No action means no attachments added, no status changes, no extended status changes, no note added. Completed and Canceled work orders are not included.
Return Required: The number of the In Progress work orders with the Unsatisfactory extended status.
Awaiting Quote: The number of the In Progress/Waiting for Quote work orders where additional parts or labor is needed, so a provider has submitted a price quote for the additional resources.
Review
Completed work orders awaiting feedback from clients.
Total number: The overall number of the work orders that require clients’ review or your return except for Canceled and No Charge work orders.
Pending Review (Need Clients’ review): The number of the Completed work orders that are waiting for clients’ confirmation.
Unsatisfactory (Work not accepted by Client): The number of the Completed work orders that clients are not satisfied with.
Proposals
Requested (RFP)
Requests for proposal (RFPs) submitted by your clients for which you haven’t yet created proposals. Click the metric to navigate to the RFPs List and create proposals for RFPs.
Open
Proposals sent to your clients on which they haven’t yet taken action.
Waiting Review
Proposals that your clients placed on hold as requiring further review.
Approved
Proposals approved by your clients.
Rejected
Proposals rejected by your clients.
Invoices
Ready for Invoice
Work orders in the Completed or Completed/Confirmed status you need to create invoices for. Click the metric to get to the Work Orders List and submit invoices.
Open
Invoices sent to your clients on which they have not taken action.
Waiting Review
Invoices that your clients placed on hold as requiring further review.
Approved
Invoices approved by your clients.
Rejected
Invoices rejected by your clients.
ServiceChannel Usage Fee Account Status
The ServiceChannel Usage Fee Program (or SUF Program) gives you great benefits, such as access to Provider Automation, ServiceChannel Provider Mobile, and other features. Each provider company has a SUF status based on the current payment method.
Active. You have updated the Payment Method, so you have all the benefits of ServiceChannel. You can receive work orders and invoice them as normal.
Grace. You are granted a temporary grace period to update your Payment Method. During this grace period, you have all the benefits of ServiceChannel. You can receive work orders and invoice them.
Restricted. You have not updated your Payment Method, so your ability to invoice work orders is restricted. You can receive work orders, but you will be able to invoice them once you update your Payment Method, and your account automatically moves to the Active status.
Hover over the account status to see what it means. When your status is Grace or Restricted, click it to add an acceptable Payment Method. As soon as you do this, your account will move to the Active status.
Should you have issues generating an invoice, first check your SUF status to ensure it is not Restricted. See ServiceChannel Usage Fees for more information.
Profile Completion
The green progress bar on the Profile Completion card shows the overall percentage of your Directory profile completion.
Click the progress bar or arrow to navigate to the Profile Overview page where you can do the following:
View outstanding requirements from ServiceChannel clients.
See how many trades your company has registered with.
View the completion percentage of your profile, financial information, and network.
Invitations
The Invitations card shows the number of invitations from clients to join their network of providers. Click the arrow to navigate to the Clients page and respond to invitations. You can either accept or decline them.
Current Compliance
On the Current Compliance card, you can see the number of your clients whose requirements you need to complete to become fully compliant.
Clicking the arrow takes you to the Clients page where you can manage client-specific requests and add missing information, such as dispatch preferences, rate types, assigned contacts, or other details — depending on what the client requested. As soon as you complete the requirements across all of your clients, the counter on the card will show (0).