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REGISTRATION
Account registration
Business profile
Financial information
SETUP
Home page
Manage users
Technician accounts
CUSTOMERS
Accept invitations
Communications
Dispatch preferences
Insurance certificates
Rates
Requirements
INTEGRATIONS
API & XML
Developer portal
FEES
Payments
Usage fees
PASSWORD RESET
Provider mobile app
ServiceChannel
System requirements
Privacy policy
Terms & Conditions
WORK ORDERS
About work orders
Assigning technicians
Checklists
Contractor Initiated
Declining
Filter & Search
Parts
Resolution/Cause codes
Status codes
Updating schedules
CHECK IN/OUT
Provider mobile app
Technician access
Using IVR
INVOICES & GETTING PAID
Creating an invoice
Filter & Search invoices
Invoice details
Payment terms
EXPAND SERVICES
Asset manager
Expand service area (Provider Central)
Refrigerant management
MARKETPLACE
Provider search
PROPOSALS & RFPs
Create
Taking action
SCORECARD
Contractor Scorecard
Scorecard calculations
Scores & KPIs
UNDERSTANDING CUSTOMER MODULES
Asset Manager
Compliance Manager
Payment Manager
Planned Maintenance