Site Access for Technicians

Owned by Joseph Yarborough (Unlicensed)
Last updated: Apr 16, 2021 by Chellie Esters
4 min read

The Site Access functionality improves the on-site experience between technicians and location staff and increases the transparency of the check-in/out process.

Your clients that use the Site Access feature can enable site access rules for specific locations, trades, or any combination of them. Should a particular rule be triggered at one location, it doesn’t mean that the same rule will apply to other locations. The same is true for trades.

Your client should inform you about the enabled site access rules that affect how you check in and out.

Site access rules that your client sets up may affect the following:

  • Whether you need to log in to ServiceChannel Provider with your technician account or you can use a PIN instead before checking into work orders
  • If check-in via the IVR system is enabled
  • Whether a custom message is displayed if you try to check in outside of the location’s business hours
  • If you can check in or out outside the specified GPS radius — distance around a facility within which a you are considered to be on-site
  • Whether you are automatically checked out of work orders after the specified period of time in case you didn’t perform a check-out

Site Access Messages

Below are messages that you may see in ServiceChannel Provider in case the corresponding site access rules set up by the client are triggered.

Message TypeWhy You See This MessageAction Required
Account requiredYou have signed in to ServiceChannel Provider with your PIN instead of a technician account and are now attempting to check in.

Log in to ServiceChannel Provider with the login and password of your technician account.

If you don’t have an account yet, click Register on the home screen of ServiceChannel Provider, and follow the required steps to complete the registration. You need to wait until your administrator approves your request and activates the account.

Check-in outside of the location’s operational hours

You are trying to check in outside of the location’s business hours.

Follow the instructions provided by your client.

Should you need to check in, tap Proceed on the notification screen, and then check in as usual.

Check-in/out outside GPS parameters

You are attempting to check in or out being too far away from a location.

Your current location is tracked through the GPS service via the ServiceChannel Provider mobile app.

The action you need to take depends on whether your client permits you to check in or out outside the acceptable GPS radius:

  • If your client allows you to check in outside the acceptable radius, tap Yes, and then check in as usual.
    Message that appears when you attempt to check in outside the acceptable GPS radius (check-in is allowed)

  • Should the client disable the option to check in or out from anywhere except the acceptable radius, get closer to the property, and try to check in again.

     Checking in:

    Message that appears when you attempt to check in outside the acceptable GPS radius (check-in is not allowed)

     Checking out:

    Message that appears when you try to check out outside the acceptable GPS radius

This message may appear only if your client has the badge scanning feature enabled.

Badge scanning required

Message informing you that you should present a badge generated for a work order to a location employee

A store employee needs to scan your badge generated for a work order in ServiceChannel Provider before you can check in.

Do the following:

  1. Find a responsible location employee.
  2. Tap Check In, and you will be prompted that you have to get your badge scanned.
  3. Tap More > Badge to open the badge to be scanned.

  4. Allow the employee to scan the QR code on the badge with their ServiceChannel Mobile app. Tap the QR code to enlarge it.
    Badge generated for a work order to be scanned by a location employee

Provider Partners' Quick Reference Guide


 Click here to view the Quick Reference Guide

This reference guide can be your technicians' quick reference while onsite. Download this PDF for your technicians to keep while onsite.

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