Finding High-Quality Providers with Provider Search

Product expert Tim Whelan demonstrates his time-saving tips and tricks for finding service providers who can deliver great service at reasonable costs in the areas you need. In just 14 minutes (broken into 3 easily digested sections) you’ll learn how to:

• Search for providers by area and trade using pick lists, pre-filled sections and clickable maps. Sort and filter the results by industry, coverage areas, diversity, scores, and more. 
• Evaluate providers using the criteria most important to you. Learn the logic behind provider rankings and scores so you can be confident in your choices.
• Invite providers to work with you. Get them to say “Yes” to your invitations by communicating your needs clearly using the invitation workflow.

Dashboard 2.0

Service Automation Dashboard 2.0 is used to generate and track work orders, provide feedback on services, and view and approve invoices.

Watch this video to learn how to use this Dashboard.