Fall 2025 Product Release

Highlights

• New! Stay ahead of problems with ServiceChannel AI (Beta). Catch issues like wrong trades, low NTE price limits, or multi-visit risks before they lead to delays or wasted spending.
• Improved! Track your unique budget with more flexibility. Track multiple budgets, brands, regions, or trades to reflect how your business really runs.
• New! Compare, onboard, and assign providers faster with better insights. Strengthen your network with centralized onboarding, flexible assignments, and additional metrics.
• Improved! Act instantly and filter work orders on ServiceChannel Mobile. Get more done on the go with improvements in navigation, filtering, and reporting.
• New! Track refrigerants with smarter compliance, accuracy, and control. Accurately track cylinders, streamline leak records, and stay audit-ready with expanded acknowledgments and full verification history. 

New! Stay ahead of problems with ServiceChannel AI (Beta)

Catch common pitfalls like entering the wrong trade, unrealistic Not-to-Exceed (NTE) price limits, or issues unlikely to be resolved in the first visit before they snowball into delays, wasted spend, or extra visits. AI works alongside you and your providers so you can resolve issues faster and more reliably.

ServiceChannel AI (Beta) scans each work order, so you get scores that flag trade mismatches, low NTEs, or multi-visit risks along with smart recommendations that reduce wasted trips. The result: faster fixes, higher first-time fix rates, and fewer disruptions to your business.

How it works

• Spot issues early: ServiceChannel AI scores each work order to flag potential problems before they escalate.
• See what’s needed: ServiceChannel AI looks at similar work orders and suggests the most likely fix and cause for the issue.
• Act immediately: Insights appear directly on the work order, so you and your providers can take action quickly.
• Stay in control: Redirect work orders for internal review if something looks unusual to avoid wasted trips or downtime.

Get started

This product is in Beta. Reach out to your Customer Success Manager or Support to try it out and provide feedback for future improvements.

Improved! Track your unique budget with more flexibility

We launched Budget Insights last year to give you at-a-glance insights into whether your spending is on track. We are continuing to make it even more flexible, so you can model spend the way your unique business operates.

Now you can track multiple budgets in the same fiscal year, allocate budgets by brand or region, and combine multiple attributes in a single budget line.

How it works

• Manage multiple budgets. Upload and track multiple budgets within the same fiscal year, such as CapEx, Repairs, Preventive Maintenance, or Programs.
• Allocate spend by brand or region. Use any customer location note to allocate spend, such as Brand, Region, Concept, or Market, so you can report the same way leadership reviews performance.
• Group spend the way you manage it. Create multi-attribute budget lines that combine Categories, Trades, and GL Codes in one line item (e.g., “HVAC + Preventive Maintenance + 6240”) so finance sees spend exactly the way it was approved.

Compare, onboard, and assign providers faster with better insights

Strengthen your provider network with centralized onboarding, flexible assignments, and additional metrics.

Compare provider performance across your network

Your Contractor Scorecard is the go-to way to evaluate individual provider performance during business reviews and network health checks. You can see how a single provider is doing, track trends over time, and bring real-world data into conversations with your providers.

With the new Network Comparison tab, now you’ll be able to compare performance across your entire network by state, region, and trade. This makes it simpler to identify focus areas and take action to improve performance.

• With Network Comparison, you can:
• Pinpoint performance trends across states, regions, and trades.
• Quickly see where performance is strong and where improvements are needed.
• Understand what “good” performance looks like across your network and the broader ServiceChannel Platform.

Get started

Log into ServiceChannel and click on the Scorecard tab at the top of any page to compare your providers now.

Onboard providers faster with a full view of history

Onboard new providers without piecing together notes, emails, and system updates in different places. See the full picture and next step without manual tracking, back-and-forth, or worrying about things slipping through the cracks.

The new provider relationship history timeline helps you: 

• Centralize onboarding updates by tracking notes, actions, and communications in one place.  
• See the provider’s onboarding progress at a glance. 
• Easily identify what updates have occurred and what to do next for faster acceptance. 

Now you can streamline the onboarding process to get new providers into your network faster than ever. 

Get started

To see a provider’s history, open the menu icon on the homepage, select Compliance, then go to Contractors and choose Invitations.

Reorder providers without retiring them in the Provider Assignment Tool 

We’re making it easier to manage provider assignments at scale with new ways to reorder provider rankings when adding a new provider. Now you can rank new providers while moving existing providers down the ranking automatically. 

Get started  

Go to menu > Locations & Provider Assignments > Assign Providers. 

Select the right local provider with better pricing insights  

ServiceChannel Provider Search is the industry-leading way to find proven top-performing providers in your key locations and trades. If a provider doesn’t have enough work order history in your local area, you’ll now see a broader Price Score at the trade level to help you make a decision informed by cost. 

This update enhances the availability of price scores across Provider Search results, provider profiles, and the comparison tool, so you can make more decisions based on real-world data only available on ServiceChannel.  

Get started  

Find top-performing providers in Provider Search, as usual—updated scores will appear automatically in your results.  

From Provider Search, select two or more providers by clicking the Compare box for each. A Compare (#) button will appear. Click it to open the Provider Comparison page.  

Improved! Act instantly and filter work orders on ServiceChannel Mobile

Spend less time hunting for information and more time getting work done on the go with improvements in navigation, filtering, and reporting. Each release of the mobile app builds on the last (see previous release) to deliver new ways to manage work orders, invoices, and more right from your phone. 

How it works 

• Navigate faster: Quickly access Home, Search, and create actions (+ button) through a new bottom navigation bar that keeps your most important tools at your fingertips. Easily create or scan assets and start work orders without digging through menus. The new bar adapts to iOS and Android best practices, with full support for dark mode. 

• Filter, search, and sort more effectively: You can now filter work orders by location notes, like brand or concept. Combine filters to run more targeted searches and reports using the same powerful filtering from the desktop right on your phone. 

Navigate faster with the new bottom bar

Get started

Download the latest ServiceChannel Mobile app:

• Apple App Store (iOS): ServiceChannel on the App Store
• Google Play Store (Android): ServiceChannel on Google Play

New! Track refrigerants with smarter compliance, accuracy, and control 

Managing refrigerants comes with unique challenges. Inventory accuracy, regulatory compliance, and complete record-keeping are all critical. Streamline your workflows, reduce errors, and stay audit-ready with these enhancements: 

• Track refrigerant cylinders with greater accuracy and control. Monitor your cylinders precisely with visibility into on-hand quantities and usage. 

• Ensure compliance with automatic acknowledgment. Reduce liability, support EPA compliance, and make audits faster and simpler. 

• Streamline leak records by eliminating extra follow-up. Providers can now enter refrigerant leak information without having to complete follow-up fields. 

• Get full visibility into leak verification with detailed audit history. Track every leak verification attempt, whether successful or failed. 

Track refrigerant cylinders with greater accuracy and control 

Stay compliant with better visibility into the status of all your refrigerant cylinders. 

• Enable refrigerant cylinder tracking with Inventory Manager. 
• Track how old your cylinders are and how much refrigerant is in each. 
• Make sure they’re retired before they go out of date or start leaking. 

Get started  

Reach out to your Customer Success Manager for more information. You’ll need to gather data on your number of cylinders, fill level, and refrigerant type. 

Ensure compliance with required acknowledgment 

If providers don’t follow refrigerant regulations when working on your equipment, that can create compliance risks for you. Now you can require that providers certify their compliance with EPA regulations for refrigerant management on every work order with a primary trade of HVAC or Refrigeration. By enforcing compliance practices across all refrigerant leaks and usage events, you can seamlessly adhere to EPA regulations and ensure you’re audit-ready.  

Get started  

Navigate to Refrigerant Tracking Manager > Preferences to activate. 

Streamline leak records by eliminating extra follow-up 

Requiring follow-up verification data on every leak record can create extra work, force entry of non-compliant data, and lead to errors. Now you can disable the required follow-up fields to: 

• Allow providers to enter accurate leak record data once. 
• Reduce redundant compliance fields and unnecessary follow-up work orders. 
• Keep more accurate records and improve efficiency. 

Get started  

Reach out to your Customer Success Manager or Support to enable this feature. 

Get full visibility into leak verification with detailed audit history 

Without proper audit trails, it can be difficult to confirm whether leak verifications were attempted, successful, or compliant. Now you can see every verification attempt, both successful and failed, in the new audit table. With more comprehensive record-keeping, you can ensure verification processes are tracked accurately and strengthen your regulatory compliance. 

Get started  

Reach out to your Customer Success Manager to review the new audit fields, configure your verification workflow, and align with your compliance processes. 

See all the updates 

These are just the highlights, so be sure to check out all the innovations in the Fall 2025 Product Release News.