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.