Reviewing a Service Provider’s Profile

    The Active Contractors and Inactive Contractors pages display the basic profile details of your active and inactive service providers. You can review each service provider’s financial Information, trades, and requirement completion in detail by viewing the Fixxbook profile.

    Each Fixxbook profile has four main components - Fixxbook Profile, My Account, Trades, and Clients. You can view Fixxbook profiles for providers both within your private network and outside of your private network (for example, during the invitations process).

    For service providers within your private network, you can also take specific actions while reviewing the profile, similar to those available on the Active Contractors and Inactive Contractors pages:

    Actions for Active Service Providers

    Actions for Inactive Service Providers

    Invite Company to Manage Profile

    Reactivate Contractor

    Send Section Incomplete Reminder

    Delete Contractor

    Deactivate Contractor

    Send Custom Message

    Send Custom Message

     

    Download W9 Report

     

    Download Sales Tax Report

     

    How to View a Service Provider’s Profile

    Clicking a service provider’s name opens the Fixxbook profile of the provider.

    From the profile page, you may be able to perform actions depending on whether the provider is in your private network or not:

    • In network - you may take actions similar to those available in the Active Contractors and Inactive Contractors pages
    • Out of network - you may invite the service provider to your private network, or communicate with the provider if the provider is in the invitation process

    Fixxbook Profile

    There are two pages under the Fixxbook Profile tab:

    • Fixxbook Profile details information about the service provider’s company, including company information, references, contact information, and after-hours information
    • Financial info details W9 information, remittance information, and sales tax information

    Fixxbook Profile
    Fixxbook Profile of a Service Provider

    Below are the sections within each service provider’s Fixxbook profile. Use the left navigation links to jump to a specific section, or scroll through the page to view all sections.

    Sections

    Details

    Company Information

    Basic information such as company name, address, phone, email, and charter type

    Company Q & A

    Company overview and answers to questions focusing on the experience, strengths, and uniqueness of the company

    Diverse Contractors/Suppliers

    Details of any Diverse Contractor/Suppliers certification obtained by the company

    Business Basics

    Years in business, size of the company, and type of businesses served by the company

    Trade Associations & Certifications

    List of Trade Associations and Certifications

    References

    Reference company details, including the name, trade, and contact information

    Regional Offices

    Location and contact information for the company’s regional offices

    Contacts

    Individual contact details for each of the company’s offices

    Mobile

    Mobile devices the company’s technicians use or can use when required

    Licenses

    Details of licenses the company has specific to their trades

    After Hours

    Available after hours and preferred contact mode and contact information

    Insurance

    Types of insurances the company has and the details

    The icon next to each section indicates the completion status of requirements.

    • Green check mark identifies completed profile section(s).
    • Red exclamation mark identifies incomplete section(s), as required by your company.
    • Grey check mark identifies incomplete section(s) in the service provider’s profile that are neither required by your company

    Financial Info

    Below is the financial information available in a service provider’s profile.

    • W9 Form - Available for viewing/downloading
    • Remittance - Remittance locations and related information
    • Sales Tax - Information for each region the service provider offers services

    How to Review a Service Provider’s Financial Info

    1. From the desired service provider’s profile, hover your mouse over Fixxbook Profile at the top-left. The drop-down list opens.

      Reviewing a Service Provider's Financial Info
    2. Click Financial Info. The W9 form displays.
    3. Use the left menu to navigate to each desired section.

    How to Download a Service Provider’s W9 form

    Note: You may also download the W9 directly by using the Actions drop-down menu.
    1. Hover your mouse over the Fixxbook Profile tab at the top-left. In the drop-down list that opens, click Financial Info.
    2. In the main pane, under W-9 Form, click Print.Downloading a Service Provider's W9 Form
      A PDF version of the W9 form is downloaded to your device.

    My Account

    My Account page displays the Contractor and Supplier Automation (or CSA) agreement, and whether the service provider agreed to the terms and conditions.

    Note: Service Providers who do not agree to the Terms and Conditions of the CSA Program may not be able to invoice.

    Trades

    The Trades page displays which trade(s) the service provider services, and which region(s) the services are provided

    • Trades - List of trades the company provides
    • Regions - Lists the regions serviced, and whether a region is serviced by the service provider or subcontracted
    • Assign trades to regions - Details of trades offered in specific locations, and whether it is self-performed or subcontracted

    Clients

    Here you can view the status of sections listed below.

    Section

    Details Available

    Overview

    Indicates whether the service provider completed all required sections

    Dispatch Preferences

    Main contact, contact information for service requests and preferred fax/email for WO Notes, WO Alerts, Proposals, Proposal Alerts, Invoices, Invoice Alerts, and training

    Client Contacts

    Contacts assigned to your company

    Client Rates

    Current and proposed rates. You can view more information by clicking the rates for each service type. You can also approve or reject a provider’s proposed rates. See Taking Action on Proposed Rates below.

    Insurance Documents

    Uploaded insurance documents and details

    Custom requirements

    Any special requirements you have set for your company and the completion status of those requirements

    Banking

    Whether the service provider specified banking information, and the currency’s banking information is available

    Tax ID

    Shows whether Tax ID information is available

    Payment terms

    View current and proposed payment terms

    Client Agreements

    Agreements between you and the service provider, as setup in the Agreements section of Compliance Manager

    The icon next to each section indicates the completion status of requirements.

    • Green check mark identifies completed profile section(s).
    • Red exclamation mark identifies incomplete section(s), as required by your company.
    • Grey check mark identifies incomplete section(s) in the service provider’s profile that are neither required by your company

    Taking Action on Proposed Rates

    A service provider can offer proposed rates for each trade serviced. You can use this information, in combination with the quality of services offered by the provider, to help determine the provider’s ranking. By doing so, you can identify a reliable pool of service providers per trade. This helps you assign work orders to the best available service providers.

    Within each provider’s profile, you can manage the proposed rates.

    How to Approve Proposed Rates

    1. In the desired service provider’s profile, click the Clients tab at the top of the page.
    2. Click Client Rates in the left navigation pane.
      Viewing a Service Provider's Proposed Rates
    3. Click the Propose tab in the main pane.
    4. Click Approve under the Propose tab.
      Approving a Service Provider's Proposed Rates
      The approved rate appears in the Propose tab until the date in the As of field. When the proposed rate has a current date in the As of field, it appears in the Current tab.

    How to Reject Proposed Rates

    1. In the desired service provider’s Fixxbook profile page, click the Clients tab at the top.
    2. Click Client Rates in the left navigation pane.
    3. Click the Propose tab in the main pane.
    4. Click Reject under the Propose tab.
      Rejecting a Service Provider's Proposed Rates
      The Reject Proposed Rate pop-up window appears.
    5. Enter the reason for rejecting the proposed rates.
    6. Click Reject. A notification is sent to the service provider, and the rejected rate appears in the Propose tab, with the status Rejected.