Managing Your Directory Profile

Owned by Chellie Esters
Last updated: Nov 02, 2022 by Anastasia Medovkina
8 min read

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By keeping your Directory Profile complete and up to date you ensure your company will have a higher profile score and are more likely to come up in a client’s contractor search.

Sections of the Profile

We strongly encourage you to complete every section of your Directory Profile. The more information you enter, the more clients will get a better understanding of your business and could, potentially, help you gain more business.

The sections to complete are:

Managing Company Information

Entering and maintaining your company information is mandatory and critical, for various reasons:

  • Automatically updates your W-9 form:Your Business Name, Type of Charter, Address and Tax Identification Number are pulled directly from this section into your W-9 Form.

  • Doing Business with ServiceChannel Clients: ServiceChannel clients who wish to work with you need to accept your company into their private network. You must enter your business information — expressly, your Tax ID — to be accepted into these networks.

    Note: The fields with the red asterisk (*) are mandatory for you to complete. You cannot save this section without completing this information.

⦿ How To Update Company Information:
  1. On the Profile page, click Edit in the Company Information section. The Update Company Information overlay appears.
  2. Enter your Business Name.
  3. Enter your Business Tax Identification Number:
    1. (For U.S. Companies): Enter your tax ID number, and then select whether your tax ID is an EIN or SSN. 
    2. (For Canadian Companies): Enter your tax ID number, and then select whether your tax ID is an SIN or Business Tax ID.

    3. (For all other countries): Enter your VAT number.

      Do not enter dashes in your EIN or SSN.

      Once you are accepted into at least 1 client network, your Business Name and Tax ID Number cannot be edited later. You must contact our Support team to edit this information.

  4. Enter your business address, phone, email and type of charter.
  5. (Optional) Enter a fax number and/or your company's website URL.

  6. (Optional) Upload your company's logo.

    Use only .jpg, .png, or .bmp format, no larger than 500KB.

  7. Click Save. The company information is updated.

Managing Company Q & A

By answering a few simple questions, you can provide clients with more information about your company.

⦿ How To Update Company Q & A:
  1. On the Profile page, click Edit in the Company Q & A section. The Company Q & A overlay appears.
  2. Complete each prompt about your company.
  3. Click Save. The Company Q & A section is updated.

Managing Diverse Contractors/Suppliers Certifications

You may add, edit or delete your companies certifications, as needed.

⦿ How To Add A Diverse Contractors/Suppliers Certification:
  1. On the Profile page, click Add in the Diverse Contractors/Suppliers section. The Diverse Contractors/Suppliers Certificate overlay appears.
  2. Select the type of certification. 
  3. Enter the Certifying Agency, Certification Number, Issue Date, Expire Date and Issued By.
  4. Attach a supporting document.
  5. Click Save. The certificate is added to your profile.
⦿ How To Edit A Diverse Contractors/Suppliers Certification:
  1. On the Profile page, click Edit in the Diverse Contractors/Suppliers section. The Diverse Contractors/Suppliers Certificate overlay appears.
  2. Modify the Type of Certification, Certifying Agency, Certification Number, Issue Date, Expire Date and Issued By, where applicable.
  3. Modify the supporting document, when applicable.
  4. Click Save. The updated certificate appears in the list.
⦿ How To Delete A Diverse Contractors/Suppliers Certification:
  1. On the Profile page, click Delete in the Diverse Contractors/Suppliers section. The remove Diverse Contractors/Suppliers Certificate overlay appears.
  2. Click Remove. The certificate is removed from the list.

Managing Business Basics

Provide information about how long your company has been in business, how large your company is and the industries in which your company commonly works.

⦿ How To Update Business Basics:
  1. On the Profile page, click Edit in the Business Basics section. The Update Basic Summary Info overlay appears.
  2. Enter business start year, start year under the current name, number of full-time employees and number of field technicians.
  3. Select up to 5 types of clients with which you have worked.
  4. Click Save. The Business Basics section is updated.

Managing Trade Associations & Certifications

Add or remove all applicable associations from your profile.

⦿ How To Add Trade Associations and Certifications:
  1. On the Profile page, click Edit in the Trade Associations & Certifications section. The Manage Trade Associations & Certifications overlay appears.
  2. Click all applicable trade associations and certifications. The associations appear under your company’s list.
  3. Click Close. The associations are added to the section list.
⦿ How To Delete Trade Associations and Certifications:
  1. On the Profile page, click Edit in the Trade Associations & Certifications section. The Manage Trade Associations & Certifications overlay appears.
  2. Click all applicable trade associations and certifications. The associations appear under your company’s list.
  3. Click Close. The associations are added to the section list.

Managing References

You may add, edit or delete your company references, as needed.

⦿ How To Add A Reference:
  1. In the References section on the Profile page, click Add. The Add Reference overlay appears.
  2. Enter contact company name, phone, and email.
  3. Select the trade for which this company is a reference.
  4. Click Save. The reference is added to the list.
⦿ How To Edit A Reference:
  1. On the Profile page, click Edit next to the desired reference. The edit reference overlay appears.
  2. Modify the desired fields.
  3. Click Save. The reference is updated in the list.
⦿ How To Delete A Reference:
  1. On the Profile page, click Delete next to the desired reference. The remove client reference overlay appears.
  2. Click Remove.The reference is removed from the list.
⦿ How To Add a Document to a Reference:

This option is only available once you have added a reference.

  1. In the references section of your profile, click Add Document below the desired reference. The add reference doc overlay appears.
  2. Enter a description for the document, and then attach a related document.
  3. Click Save. The document is added to the reference.
⦿ How To Delete A Document From A Reference:
  1. In the references section of your profile, click Delete Document next to the desired reference. The delete reference document overlay appears.
  2. Click Delete. The document is deleted from the reference.

Managing Regional Offices

You may add, edit or deactivate regional offices. The location you listed when you first registered will automatically populate as an office location.

⦿ How To Add A Regional Office:

  1. On the Profile page, click Add in the Regional Offices section. The add a new office overlay appears.

  2. Enter office name, address, phone and email.

  3. Select the status of Active.

  4. Click Save. The office location is added to the list.

⦿ How To Edit A Regional Office:

  1. On the Profile page, click Edit next to the desired regional office. The edit office overlay appears.

  2. Modify the desired fields.

  3. Click Save. The office information is updated in the list.

⦿ How To Deactivate A Regional Office:
  1. On the Profile page, click Edit next to the desired regional office. The edit office overlay appears.
  2. At the bottom of the form, change the status to Disabled.
  3. Click Save. The office location remains in the list, but the status is changed to disabled.

Managing General Contacts

All employees who have access to the company Fixxbook account appear in the General Contacts section. These are people who have active UserIDs and at least one Directory (aka Fixxbook) permission enabled for them in their user profile in User Management.

To add a person to the list of general contacts, navigate to the person's profile in User Management, and assign any Directory permission to them.

The list of general contacts allows you to view basic information on each general contact for each of your offices.

In case your company has regional offices, you should first specify them in the Regional Offices section of your Directory Profile.

In the General Contacts section, you can find the employee’s name, office where they work, their phone number, and login name. To see more details, you can click Edit — the overlay that appears lists additional info such as the employee title and fax. In that overlay, you can change the office for an employee. However, to update the person’s contact info as well as add or deactivate them, you should head to User Management.

General Contacts section of the provider's Directory Profile

⦿ How to Edit an Office for a General Contact
  1. In the General Contacts section of your Directory Profile, click Edit next to the desired contact. The Edit Person overlay appears.
  2. Find the Office drop-down list, and pick the desired option.
  3. Click Save. The contact is updated.

Managing Mobile

At any time you may update this section to indicate to prospective clients all mobile devices your technicians are able to use.

⦿ How To Add Mobile Devices:
  1. On the Profile page, click Edit in the Mobile section. The Mobile overlay appears.
  2. Check all applicable mobile devices your technicians use.
    • Should you have a mobile device that is not listed, check Other and enter the model of the mobile device.
  3. Click Save. The mobile section is updated.
⦿ How To Remove Mobile Devices:
  1. On the Profile page, click Edit in the Mobile section. The Mobile overlay appears.
  2. Uncheck applicable mobile devices.
  3. Click Save. The mobile section is updated.

Managing Licenses

You may add, edit or delete your companies trade licenses, as needed.

Note: You must add all applicable trades before you can add a license.

⦿ How To Add A Trade License:
  1. On the Profile page, click Add in the licenses section. The add license overlay appears.
  2. Select Trade.
  3. Enter license/certification #, description and expiration date.
  4. Attach a supporting document, where applicable.
  5. Click Save. The trade license is added to the list.
⦿ How To Edit A Trade License:

  1. On the Profile page, click Edit next to the desired license. The edit license overlay appears.

  2. Modify the desired fields.

  3. Click Save. The license is updated in the list.

⦿ How To Delete A Trade License:

  1. On the Profile page, click Delete next to the desired license. The remove trade license overlay appears.

  2. Click Delete. The trade license is removed from the list.

Managing After Hours Information

In this section, you can indicate when after hours start and end for your company and state how you would like to be reached during these hours.

⦿ How To Add After Hours Information:
  1. On the Profile page, click Create in the After Hours Information section. The Add After Hours overlay appears.
  2. Select a Contact Type from the drop-down menu.
  3. Enter Contact Info, After Hours Starts time, and After Hours End time.
  4. Search for and select your Time Zone from the drop-down menu.
  5. Click Save. The After Hours contact is added.
⦿ How To Edit After Hours Information:
  1. On the Profile page, click Edit in the After Hours Information section. The Add After Hours overlay appears.
  2. Modify your Contact Type, Contact Info, After Hours Start Time, After Hours End Time, and Time Zone, where applicable.
  3. Click Save. The After Hours contact is updated.

Managing Insurance

In the insurance section of your profile, you are asked to provide basic information about the insurance policies you carry. You will want to add all the different insurance policies you have and ensure you keep the data up to date. Since insurance policies expire you will receive alerts reminding you to update your insurance information when a noted insurance is set to expire. Note that most clients will have specific insurance requirements. See Managing Insurance Documents and Requirements for more information.

⦿ How To Add Insurance:
  1. On the Profile page, click Add in the insurance section. The add insurance overlay appears.
  2. Select the insurance Type from the drop-down menu.
  3. Enter the insurance carrier, policy number, expiration date and amount.
  4. Check the boxes for insurance that is Contractual Liability Coverage and/orAdditionally Insured.
  5. Click Save. The insurance is added to the list.
⦿ How To Edit Insurance:
  1. On the Profile page, click Edit next to the desired insurance policy. The edit insurance overlay appears.
  2. Modify the desired fields.
  3. Click Save. The insurance policy is updated in the list.
⦿ How To Delete Insurance:
  1. On the Profile page, click Delete next to the desired insurance policy. The remove insurance overlay appears.
  2. Click Remove. The insurance policy is removed from the list.

Viewing Your Profile Score

The more complete your Fixxbook Profile is, the higher your Profile Score. This is helpful for clients who are searching for new contractors to add to their provider roster. Should your Profile Score appear low, the only way to improve your Profile Score is to ensure all of the above sections are completed.

You can access your profile by clicking Preview Profile as seen by Public on your Fixxbook Profile page. The Profile Score is listed on the top-right of the public page.

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