Managing Your Fixxbook Profile

    By keeping your Fixxbook profile complete and up to date you ensure your company will have a higher profile score and are more likely to come up in a client’s contractor search.

    Note: We recommend you complete Registration and Set-up prior to completing your Fixxbook profile.

    Managing Profile Section Completion

    When you see a green check next to a profile section it means you have completed that section of your profile. When you see a gray check next to a profile section it means that section hasn’t been completed.

    Some sections of your Fixxbook profile require you to check a box stating you are done before the green completion check mark will show. Should the system not let you check the box there is likely a step in that section that is unfinished.

    Section Completion Check Box

    Note: Required fields for a given section are indicated by a red asterisk.

    Managing Fixxbook Profile Sections

    While not required, we strongly encourage every contractor to fully complete every section of their Fixxbook profile. While a lot of information is covered here you can jump directly to a specific profile section by clicking the applicable section link below.

    Company Information Company Q & A  Diverse Contractors/Suppliers 
    Business Basics Trade Associations & Certifications References
    Offices  Contacts Mobile
    Licenses After Hours Insurance

    Managing Company Information

    Entering and maintaining your company information is mandatory and critical, for various reasons:

    • Automatically updates your W-9 form: Your Business Name, Type of Charter, Address and Tax Identification Number are pulled directly from this section into your W-9 Form.
    • Doing Business with ServiceChannel Clients: ServiceChannel clients who wish to work with you need to accept your company into their private network. You must enter your business information — expressly, your Tax ID — to be accepted into these networks.
    Note: The fields with the red asterisk (*) are mandatory for you to complete. You cannot save this section without completing this information.

    How To Update Company Information:

    1. On the Fixxbook Profile page, click Edit in the Company Information section. The Update Company Information overlay appears.
    2. Enter your Business Name.
    3. Enter your Business Tax Identification Number:
      • (For U.S. Companies): Enter your tax ID number, and then select whether your tax ID is an EIN or SSN
      • (For Canadian Companies): Enter your tax ID number, and then select select whether your tax ID is an SIN or Business Tax ID.
      • (For all other countries): Enter your VAT number.
    4. Enter your business address, phone, email and type of charter.
    5. (Optional) Enter a fax number and/or your company's website URL.
    6. (Optional) Upload your company's logo. (Note: Use only .jpg, .png, or .bmp format no larger than 500KB.)
    7. Click Save. The company information is updated.

    Managing Company Q & A

    By answering a few simple questions, you can provide clients with more information about your company.

    How To Update Company Q & A:

    1. On the Fixxbook Profile page, click Edit in the Company Q & A section. The Company Q & A overlay appears.
    2. Complete each prompt about your company.
    3. Click Save. The Company Q & A is updated.

    Managing Diverse Contractors/Suppliers Certifications

    You may add, edit or delete your companies certifications, as needed.

    How To Add A Diverse Contractors/Suppliers Certification:

    1. On the Fixxbook Profile page, click Add in the Diverse Contractors/Suppliers section. The Diverse Contractors/Suppliers Certificate overlay appears.
    2. Select the type of certification. 
    3. Enter the Certifying Agency, Certification Number, Issue Date, Expire Date and Issued By.
    4. Attach a supporting document.
    5. Click Save. The certificate is added to your profile.

    How To Edit A Diverse Contractors/Suppliers Certification:

    1. On the Fixxbook Profile page, click Edit in the Diverse Contractors/Suppliers section. The Diverse Contractors/Suppliers Certificate overlay appears.
    2. Modify the Type of Certification, Certifying Agency, Certification Number, Issue Date, Expire Date and Issued By, where applicable.
    3. Modify the supporting document, when applicable.
    4. Click Save. The updated certificate appears in the list.

    How To Delete A Diverse Contractors/Suppliers Certification:

    1. On the Fixxbook Profile page, click Delete in the Diverse Contractors/Suppliers section. The remove Diverse Contractors/Suppliers Certificate overlay appears.
    2. Click Remove. The certificate is removed from the list.

    Managing Business Basics

    Provide information about how long your company has been in business, how large your company is and the industries in which your company commonly works.

    How To Update Business Basics:

    1. On the Fixxbook Profile page, click Edit in the Business Basics section. The Update Basic Summary Info overlay appears.
    2. Enter business start year, start year under current name, number of full time employees and number of field technicians.
    3. Select up to 5 types of clients with which you have worked.
    4. Click Save. The Business Basics section is updated.

    Managing Trade Associations & Certifications

    Add or remove all applicable associations from your profile.

    How To Add Trade Associations and Certifications:

    1. On the Fixxbook Profile page, click Edit in the Trade Associations & Certifications section. The Manage Trade Associations & Certifications overlay appears.
    2. Click all applicable trade associations and certifications. The associations appear under your company’s list.
    3. Click Close. The associations are added to the section list.

    How To Delete Trade Associations and Certifications:

    1. On the Fixxbook Profile page, click Edit in the Trade Associations & Certifications section. The Manage Trade Associations & Certifications overlay appears.
    2. On the right side of the page, hover on the desired association. A trash can appears.
    3. Click the trash can for the desired association. The association is removed from the list.
    4. Click Close. The associations are removed from the section list.

    Managing References

    You may add, edit or delete your company references, as needed.

    How To Add A Reference:

    1. In the References section on the Fixxbook Profile page, click Add. The Add Reference overlay appears.
    2. Enter contact company name, phone, and email.
    3. Select the trade for which this company is a reference.
    4. Click Save. The reference is added to the list.
    5. In the references section, ensure the check box next to “After this section is completed, please check here” is checked, once all references have been added.

    How To Edit A Reference:

    1. On the Fixxbook Profile page, click Edit next to the desired reference. The edit reference overlay appears.
    2. Modify the desired fields.
    3. Click Save. The reference is updated in the list.

    How To Delete A Reference:

    1. On the Fixxbook Profile page, click Delete next to the desired reference. The remove client reference overlay appears.
    2. Click Remove. The reference is removed from the list.

    How To Add a Document to a Reference:

    Note: This option only becomes available once you have added a reference.
    1. In the references section of your Fixxbook profile, click Add Document below the desired reference. The add reference doc overlay appears.
    2. Enter a description for the document, and then attach a related document.
    3. Click Save. The document is added to the reference.

    How To Delete A Document From A Reference:

    1. In the references section of your Fixxbook profile, click Delete Document next to the desired reference. The delete reference document overlay appears.
    2. Click Delete. The document is deleted from the reference.

    Managing Regional Offices

    You may add, edit or deactivate regional offices. The location you listed when you registered in Fixxbook will automatically populate as an office location.

    How To Add A Regional Office:

    1. On the Fixxbook Profile page, click Add in the regional offices section. The add a new office overlay appears.
    2. Enter office name, address, phone and email.
    3. Select status of Active.
    4. Click Save. The office location is added to the list.
    5. In the regional offices section, ensure the check box next to “After this section is completed, please check here” is checked, once all office locations have been added.

    How To Edit A Regional Office:

    1. On the Fixxbook Profile page, click Edit next to the desired regional office. The edit office overlay appears.
    2. Modify the desired fields.
    3. Click Save. The office information is updated in the list.

    How To Deactivate A Regional Office:

    1. On the Fixxbook Profile page, click Edit next to the desired regional office. The edit office overlay appears.
    2. At the bottom of the form, change the status to Disabled.
    3. Click Save. The office location remains in the list, but the status is changed to disabled.

    Managing General Contacts

    All users who have access to the company Fixxbook account will appear in the general contacts section. You can add or edit a general contact’s basic information in this section, but to edit permissions or delete a user you must do so in Company Settings.

    Note: You must add the applicable regional office before adding a contact.

    How To Add A General Contact:

    1. On the Fixxbook Profile page, click Add in the general contacts section. The edit person overlay appears. 
    2. Select the office location.
    3. Enter name, job title, phone and email.
    4. Click Save. The contact is added to the list.
    5. In the General Contacts section, ensure the check box next to “After this section is completed, please check here” is checked, once all contacts have been added.

    How To Edit A General Contact:

    Note: You will not be able to edit the email for a contact because this is linked to a user login. In situations where a user has been added with the wrong email you can delete or deactivate the user and add a new user with the correct email.
    1. On the Fixxbook Profile page, click Edit next to the desired contact. The edit person overlay appears.
    2. Modify the desired fields.
    3. Click Save. The contact is updated.

    Managing Mobile

    At anytime you may update this section to indicate to prospective clients all mobile devices your technicians are able to use.

    How To Add Mobile Devices:

    1. On the Fixxbook Profile page, click Edit in the Mobile section. The Mobile overlay appears.
    2. Check all applicable mobile devices your technicians use.
      • Should you have a mobile device that is not listed, check Other and enter the model of the mobile device.
    3. Click Save. The mobile section is updated.
    4. In the Mobile section, ensure the check box next to “After this section is completed, please check here” is checked, once all mobile devices have been added.

    How To Remove Mobile Devices:

    1. On the Fixxbook Profile page, click Edit in the Mobile section. The Mobile overlay appears.
    2. Uncheck applicable mobile devices.
    3. Click Save. The mobile section is updated.

    Managing Licenses

    You may add, edit or delete your companies trade licenses, as needed.

    Note: You must add all applicable trades before you can add a license.

    How To Add A Trade License:

    1. On the Fixxbook Profile page, click Add in the licenses section. The add license overlay appears.
    2. Select Trade.
    3. Enter license/certification #, description and expiration date.
    4. Attach a supporting document, where applicable.
    5. Click Save. The trade license is added to the list.
    6. In the Licenses section, ensure the check box next to “After this section is completed, please check here” is checked, once all licenses have been added.

    How To Edit A Trade License:

    1. On the Fixxbook Profile page, click Edit next to the desired license. The edit license overlay appears.
    2. Modify the desired fields.
    3. Click Save. The license is updated in the list.

    How To Delete A Trade License:

    1. On the Fixxbook Profile page, click Delete next to the desired license. The remove trade license overlay appears.
    2. Click Delete. The trade license is removed from the list.

    Managing After Hours Information

    In this section you can indicate when after hours start and end for your company and state how you would like to be reached during these hours.

    How To Add After Hours Information:

    1. On the Fixxbook Profile page, click Create in the After Hours Information section. The Add After Hours overlay appears.
    2. Select a Contact Type from the drop-down menu.
    3. Enter contact info, after hours start time and after hours end time.
    4. Select your Time Zone from the drop-down menu.
    5. Click Save. The after hours contact is added.
    6. In the After Hours section, ensure the check box next to “After this section is completed, please check here” is checked.

    How To Edit After Hours Information:

    1. On the Fixxbook Profile page, click Edit in the After Hours Information section. The Add After Hours overlay appears.
    2. Modify your contact type, contact info, after hours start time, after hours end time, and time zone, where applicable.
    3. Click Save. The after hours contact is updated.

    Managing Insurance

    In the insurance section of your profile you are asked to provide basic information about the insurance policies you carry. You will want to add all the different insurance policies you have and ensure you keep the data up to date. Since insurance policies expire you will receive alerts reminding you to update your insurance information when a noted insurance is set to expire. Most clients will require additional information about your insurance, but before you can provide that information you must have this profile section completed.

    How To Add Insurance:

    1. On the Fixxbook Profile page, click Add in the insurance section. The add insurance overlay appears.
    2. Select the insurance Type from the drop-down menu.
    3. Enter the insurance carrier, policy number, expiration date and amount.
    4. Check the boxes for insurance that is Contractual Liability Coverage and/or Additionally Insured.
    5. Click Save. The insurance is added to the list.
    6. In the insurance section, ensure the check box next to “After this section is completed, please check here” is checked, once all insurance policies have been added.

    How To Edit Insurance:

    1. On the Fixxbook Profile page, click Edit next to the desired insurance policy. The edit insurance overlay appears.
    2. Modify the desired fields.
    3. Click Save. The insurance policy is updated in the list.

    How To Delete Insurance:

    1. On the Fixxbook Profile page, click Delete next to the desired insurance policy. The remove insurance overlay appears.
    2. Click Remove. The insurance policy is removed from the list.