Completing Fixxbook Registration

    By signing up for Fixxbook, you can create and manage your company’s profile, and join clients’ private networks when they invite you. You may sign up for Fixxbook at any time – either with or without an email invitation from a client.

    • When you sign up with a client's email invitation, you provide your company information and details required by your client, such as your dispatch preferences, rates, and insurance information.
    • When you sign up without a client's email invitation, you provide only your company information initially. Whenever you receive an email invitation from a client and join the client's private network, you will be required to provide additional details required by your client, such as your dispatch preferences, rates, and insurance information.

    The following sections list the steps to complete your sign up. Once you create your account and accept the Terms and Conditions, you may login later and complete the remaining steps.

    Important: Providing all necessary information gives your company a better profile score, which is a "bell curve scoring" algorithm. The maximum score is 100. The higher the profile score, the higher your company will appear on the list when ServiceChannel clients perform contractor searches. Also, your current clients will have more confidence in your compliance.

    SS-FX-ProfileScore.png

    Signing Up for Fixxbook with an Email Invitation from a Client

    You need to complete the following steps to accept a client’s invitation and complete your sign up with Fixxbook:

    1. Accepting the client’s invitation and creating a Fixxbook account: the invitation email provides you the option to accept it, and upon your acceptance, directs you to the account creation process. You will provide your name, company name, and email to create the account; once you create an account, you will be prompted to accept the Terms and Conditions. You may complete the remaining sections by logging in to your account later.
    2. Registration and set up: add details of trades performed by your company and basic company information. You need to do the following to complete this step:
      1. Add trades
      2. Add regions
      3. Assign trades to regions
      4. Add company information
      Note: With this step, you complete the initial set up for your account. However, to have a profile score closer to 100, you would need to complete Fixxbook Profile, Financial info, and Clients tabs.
      Sections Required to Complete Sign Up with Client Invitation
    3. Creating a detailed Fixxbook profile: add more information about your company. You need to perform the following to complete this step:
      1. Create your Fixxbook profile
      2. Add financial information
    4. Adding client-specific information: add required sections as indicated by the client, such as dispatch preferences, client contacts, insurance documents, client rates, and banking.
      Note: Requirements with red exclamation marks are required by your client. As you complete each requirement, a green check mark appears.
    5. Setting up profile visibility - set your profile to be viewable by anyone or by Fixxbook members only.
      Note: The profile score on the landing page does not update immediately when you add more information; it may take up to three business days to see your updated profile score.

    Signing Up for Fixxbook Without an Email Invitation from a Client

    You need to complete the following steps when you sign up for Fixxbook without an email invitation from a client:

    1. Creating a Fixxbook account and accepting Terms and Conditions: create a user account in Fixxbook by providing your name, company name, and email; once you create an account, you will be prompted to accept the Terms and Conditions. You may complete the remaining sections by logging in to your account later.
    2. Registration and set-up: add details of trades performed by your company and basic company information. You need to do the following to complete this step:
      1. Add trades
      2. Add regions
      3. Assign trades to regions
      4. Add company information
      Note: With this step, you complete the initial set up for your account. However, to have a profile score closer to 100, you would need to complete the remaining steps.
      Sections Required to Complete Sign Up without Client Invitation
    3. Creating a detailed Fixxbook profile: add more information about your company. You need to perform the following to complete this step:
      1. Create your Fixxbook profile
      2. Add financial information
    4. Setting up profile visibility - set your profile to be viewable by anyone or by Fixxbook members only.
      Note: The profile score does not update immediately when you add more information; it may take up to three business days to see your updated profile score.