Provider Automation
- Chellie Esters
- Jing Tong (Unlicensed)
- Joseph Yarborough (Unlicensed)
Owned by Chellie Esters
Watch the Overview Video
Provider Automation allows you to manage work orders, proposals, and invoices, as well as self-service administrative features.
Accessing this Module
Once you create your Username and Password, you will have access to Provider Automation. However, you will only receive work orders from clients that you are in their Private Network.
Sections in this Category
- Getting Started in Provider Automation
- Accessing and Navigating Provider Automation
- Using the Telephone (IVR System) to Check In and Out of Work Orders
- Provider Homepage
- Work Orders
- Proposals and RFPs
- Invoices
- Assets (Equipment)
- Administration and Provider Directory
- Refrigerant Work Order Management for Service Providers
- Payment Manager - Provider Onboarding
- Service Health
- Requesting Parts on Order
