About Service Automation for Contractors

    Service Automation allows you to manage work orders, proposals, and invoices, as well as self-service administrative features.

    Module

    Description

    Track WO/PO

    Search for work orders entered through the Service Automation Dashboard.

    Console

    View open work orders, proposals, and invoices, recalls, negative reviews, and alerts/notifications from Fixxbook.

    RFPs / Proposals

    View Requests for Proposals (or RFPs) from Clients, and create Proposals for Clients.

    Invoices

    Create and issue Invoices for services rendered.

    WO Reports

    Retrieve live and archive reports based on filters and selected criteria.

    Locations View location information for work order generation, and add location attachments.

    Admin (Administration)

    Self-service module to manage Contractor User Permissions.

    Assets (Equipment)

    View equipment assets for individual locations.

    Service Providers

    Search for and review all internal and external contractors, along with ServiceChannel standing and trades.

    Compliance (Private Network)

    View, add, and manage forms, compliance, and invitations from Clients.

    ServiceHealth

    View up-to-date system statuses for all ServiceChannel products.

    Should you need assistance, please contact our Support Center at contractorsupport@servicechannel.com.