About Compliance Manager (Private Network)

Compliance Manager lets you conveniently manage various aspects of the association between you and your service providers.

With Compliance Manager you can:

• Invite new service providers to join your private network. You may also occasionally add the profile of a preferred service provider to Fixxbook and invite the provider to manage the profile.
• Review the profiles of all your service providers, download their W-9 and sales tax reports, approve their rates, and communicate efficiently with them.
• Manage “Do Not Dispatch” providers. You may prevent dispatching new work orders to non-compliant providers by flagging them as “Do Not Dispatch”.
• Add and manage basic, custom, and insurance requirements for your service providers.
• View the compliance of both in-network and invited service providers and send notifications to non-compliant service providers.
• Add standard and exception payment terms for your service providers, specifying payment dates and applicable discounts.
• Create a record of agreements with your service providers, including details such as the terms of your contract, agreement termination options, and notice period.
• Manage your personal and company settings, including users, roles, alerts, messages, and company information.

Compliance Manager has three tabs — Compliance Manager, Contractors, and Agreements — which are located below the primary navigation bar at the top. There is also a Settings menu item located at the far-right corner, which lets you manage your personal and company settings, such as adding new users, creating message templates, and managing alert subscriptions.

• Compliance Manager: Lets you add and manage requirements for your service providers and ensure their compliance with the requirements. You can also manage payment terms for your service providers.
• Contractors: Lets you add service providers to your private network by sending them invitations and manage them.
• Agreements: Lets you record the agreements you have with your service providers.