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2025 Release 1 for Providers

2025 Release 1 for Providers

Monitor your performance scores to stay on top

With the Spring 2025 Product Release, your customers now have more ways to monitor and strengthen their provider networks:

  • Easier access to see and track provider performance scores

  • On-demand recommendations in Provider Search

  • Faster, easier ways to onboard and pilot new providers

Takes steps now to lock in your good standing with your current customers and get discovered by new ones:

  • Understand your performance scores: what they mean, important KPIs.

  • Follow best practices for delivering great service to keep your scores high, especially your first work orders with new customers.

  • Make sure your geographic service area is accurately defined and kept up to date in your profile.

  • Learn how to use your scorecard to monitor your performance and find opportunities for improvement.  

Expand your service with refrigerant tracking

Refrigerant tracking is increasingly important for your customers to stay compliant and reduce risk. The ServiceChannel Refrigerant Tracking solution now includes more rigorous validation for fixing and recording refrigerant leaks. Dates for repair, initial verification, and follow-up verification must be entered before leak events can be completed. The leak repair date must be after the call date and before the work order completion date.

Take full advantage of your familiarity and experience with the ServiceChannel refrigerant tracking solution to offer an important service to your current and prospective customers.

Help your customers with equipment inventory

Your customers can now choose to engage you to perform cycle counts at their locations, making it easier to manage their inventory of shopping carts and other equipment.  

They can schedule planned maintenance work orders that will dispatch your technicians to service their equipment and report on the number of functional units. Then, when inventory drops below their threshold level, ServiceChannel can automatically generate a purchase request to replenish their stock.

 Updates to boost your efficiency

  • “Drag & drop” attachments to work orders: You can now attach files to work orders— including photos—simply by dragging and dropping them into the attachments area when adding a note. Save even more time by selecting multiple files and dropping them all at once. 

  • Easier ways to filter by date: To help you find the right work orders, proposals, or invoices more quickly, you now have more ways to filter lists by date. New filtering options include: yesterday, past week, past year, and your desired number of past hours. To get started, go to the work orders, invoices, or proposals list, select the date field you want to filter by from the menu in the left filter panel, and then select the desired date range.