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Client Facilities Teams

• 24/7 Call Center
• North America: 800-803-5822
• Click here for more telephone numbers

• How do I...?
• Login to Service Automation

Login to Service Automation

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1. In an Internet browser, go to login.servicechannel.com.
2. Enter your User ID and password.
3. Click Login.




Should you forget your login, click Forgot Password? located on the bottom. You will get an email with the password reset link.

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• Set Up Work Order Filters

Set Up Work Order Filters

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1. On the Work Orders page, you can filter by various criteria such as dates, categories, priorities, trades, statuses, and more.
2. You can also exclude data, such as exclude maintenance work orders, invoiced calls, or internal/external providers.
3. After your criteria is set, click Save Current Filter.
4. Enter a name in the field, and then click Save Filter.




Whenever you need to see these work orders, simply select your saved filter. No need to reselect the filters, just set it and forget it!

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• Approve or Reject an Invoice

Approve or Reject an Invoice

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1. On the Invoices page, locate the desired invoice.
2. Similar to Work Orders, you can filter by provider, location, trade, category, and more.
3. For customers with MLI (multilevel invoicing), the "My Invoices" filter may be turned on by default.
4. When you find the invoice, click Actions to approve, reject, or put on hold.




Permissioned users can also update the GL Code for the invoices for accounting purposes.

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• Provide Feedback with Star Ratings

Provide Feedback with Star Ratings

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When providers are finished with the job, you can leave a review and a star rating. Providers can see these ratings.

You can also add additional, custom questions for more feedback on service.

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Learn more:
ServiceChannel University for Facility Managers

Contractors and Suppliers

• 24/7 Call Center
• North America: 800-803-5822
• Click here for more telephone numbers

IVR Hotline: 24/7: 516-500-7776

• How do I...?
• Login to Provider Automation
• Update an Admin user to use SC Provider Mobile

Update an Admin user to use SC Provider Mobile

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When you first create the Provider Automation account, your login does not allow you to access work orders in the SC Provider mobile app.

Click on the user with the "BusinessOwnerManagement" role, and then add "Technician" to your permissions.

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• Checking In and Out using SC Provider Mobile

Checking In and Out using SC Provider Mobile

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1. Login to ServiceChannel Provider Mobile using your User ID and password.
2. Use Search to find the work order by tracking #, or scroll under the All or Assigned tabs on the top.
3. On the work order, tap Check In..
4. You'll see a clock with how long you are checked in.
5. When you are finished, tap Check Out and then change the status of the work order as needed.



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• Learn more about ServiceChannel Usage Fees

Learn more about ServiceChannel Usage Fees

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To provide you with the best service, ServiceChannel charges service providers 1.50% of all approved invoices, up to a maximum of $4.00 per approved invoice.

This fee allows us to provide you with more software features and benefits to help you optimize working with your clients.

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Learn more:
ServiceChannel University for Providers