Powerful new ServiceChannel AI and other updates

Highlights

NEW! AI-powered workflows

• Stay on top with instant AI summaries of work orders  
• Boost first-time completion with advance notice of AI-detected work order issues  

More updates to boost your service, efficiency, and growth

• Get more invitations from new customers with your key strengths now up front in search results  
• Build customer confidence with parts shipping status right in the work order 
• Stay focused on what’s urgent with custom alerts for planned maintenance work orders 
• More easily manage rate cards  
• New ways to support customers with refrigerant tracking compliance 
• Get proposals approved and completed work orders into invoice status faster

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NEW! AI-powered workflows 

Now, with ServiceChannel AI embedded in key workflows for you and your customers, you get more complete work orders, save time on routine tasks, and easily stay on top of key next steps. This release is just the beginning of a groundbreaking year with ServiceChannel AI.

See work order status at a glance with AI summaries

With ServiceChannel AI work order summaries, you will have a concise view of the status of any work order available with one click. 

• See what’s happened, what’s next, what’s blocking progress  
• No need to dig through long note histories 
• Avoid time-consuming email or phone escalations 

Get started
AI work order summaries will be rolling out gradually to providers. Watch for the AI Summary button on both the work order page and on any work order details page. ook for the AI Summary button on both the work order page and on any work details page. 

Save time and boost your first-time fix rate with AI work order anomaly detection

Get notified of common work order issues — before they cause delays from wasted trips, repeat visits, unnecessary proposals, or rework. 

• Now as they create a work order, your customers have the option to use ServiceChannel AI to catch the most common blockers—wrong trade, unrealistic NTE, or likelihood to require multiple visits—before the work order hits your queue.
• When a potential issue is detected, your Service Request email flags it, along with the most common root cause and resolution codes for the repair. 
• You can arrive on the job better prepared, for example, with the right technician or needed parts or equipment. 

More updates to boost your efficiency, service, and growth

Get found and invited faster in provider search

Now prospective new customers can see – right in search results – why you’re their best choice:

• They now see your Speed and Quality scores based on all of your work orders in the trade and industry overall, not just a specific location. 
• To verify your depth of experience, they also see the number of work orders you’ve completed in the trade and industry.
• They can invite you immediately with confidence, seeing your track record for service features they care about most, without having to click through to multiple profiles. 

Get started
Follow best practices on every job to keep your speed and quality scores high. Your scores and experience will now more accurately reflect your true qualifications and aid customer selection. 

Keep in mind that to show up in any given search, your geographic area of service must be correctly defined in your provider profile. Revisit your profile regularly and keep it up to date.   

Track part shipping in work orders

Stay on top and give your customers live updates when a work order is waiting for parts. Now you and your customers can see part name, carrier, tracking number, delivery status, and ETA, right from the work order.  

• You and customer can add shipping details and click through to the carrier for live status. 
• Quickly filter work orders by part delivery status — in transit, delivered, or delayed — and generate reports to keep your operations and your customers in sync. 
• Reduce constant follow-up on work orders with parts on order by sharing tracking information.

Get started
See the part order tracking option on the work order:

Stay focused with custom alerts for planned maintenance

More easily manage rate cards

Save time and reduce friction with a new, streamlined experience for managing your rate cards — including support for partial submissions. 

• Submit rates just for specific trades or regions of your choice — no need to complete every combination. 
• Save even more time with a streamlined interface and faster page loads. 
• Download rate cards to an Excel or .cvs file to make off-line compliance audits, analysis, and sharing. 

Get started
Check out the new rate card page in Compliance Manager.

Capture refrigerant assets even when you’re offline

If you’ve been engaged by your customers to help with refrigerant tracking, you can now save time and improve accuracy by capturing asset and leak information even when you’re offline. 

• Capture and save asset records with your mobile app when you’re onsite, standing next to the asset, even if you’re offline. 
• Your offline changes will automatically sync with the server as soon as you reconnect. 
• Get clear error messages to help prevent incomplete or invalid submissions.  

Get started
Learn more about expanding your services in the Provider Guide to Refrigerant Tracking.  

 Updates for your customers to help you get paid faster

• With this release, your customers now have key approval dates centralized in one place to help them keep track and reduce bottlenecks. 
• They can now auto-approve purchase orders when totals are within a configured limit.  
• This update for customers will help get your proposals approved and your work orders into invoicing status more quickly. 

Get started: There’s nothing you need to do to benefit from this update. Just continue to submit proposals and invoices promptly.

Looking for details on previous releases? Click here