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Viewing Client Requirements

Viewing Client Requirements

From the Clients Requirements page, you can review and complete requirements for your clients.  

  • Switch between clients using the drop-down menu at the top of the page.

  • Take steps to complete outstanding requirements in the left navigation menu.

  • View outstanding requirements in the left navigation menu for a selected client: 

    • The red exclamation mark means this information is required by the client and you have not yet completed the section. 

    • The green check mark indicates you have completed that section. 

    • The grey check mark means you have not completed the requirement, but it is not required by this specific client at this time.

Dispatch Preferences

This is a system requirement and allows you to specify how you would like to receive system communications from Service Automation. 

Client Contacts

Specify who the assigned contact is for a given client.

Client Rates

Propose rate types by various trades and regions.

Insurance Documents

Upload documentation of applicable insurance policies.

Custom Requirements

Review and acknowledge receipt of specific client documents.

Banking

Enter banking information for direct deposit. Only used if your clients are enrolled in ServiceChannel Payment Manager.

Tax I.D.

Checked against the Tax Identification Number (EIN/SSN [US]; BTI/SIM [Canada]; VAT [all other countries]) listed in the Business Information section of your Business Profile.

Other items on the Client Requirements page: 

  • Payment Terms: View payment terms entered by your clients, if applicable. 

  • Client Agreements: View client agreements your client has uploaded, if applicable. 

  • Search Statistics: View how often your profile has been searched and clicked during a specific period of time. 

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