1. Company Overview

2. Introduction
ServiceChannel enables facilities departments and
their service contractors to communicate,
collaborate and control costs online.
• Source to Settle SaaS platform for the facilities industry that
was founded in 1999
• 35,000+ contractor organizations use platform to provide data
to clients in standardized, actionable format
• Utilized in 24 countries around the world, including Canada
and Mexico
• Process over $2 Billion in facilities spend for our clients
• Key differentiators:
Independent
Collaborative
(Multi-Sided)
Flexible
Proven ROI
A FEW COMPANY
FACTS + FIGURES
5/5
Five out of the top
five most profitable
retailers in America
are ServiceChannel
clients.
100,000 +
Over 100,000
locations rely on
our data
management tools
every day.
30,000,000 +
Over 30 million
work orders have
been processed by
hundreds of the
world’s leading
consumer brands
across our platform.
1 Based on highest sales per
square foot according to
RetailSales 2012

3. Select ServiceChannel Clients

4. A sample of our Contractor Clients
Select Contractors

5. Problem/Solution

High cost of maintaining current information
and comparing performance of contractor
network

High costs of managing and validating facility
maintenance transactions across multiple
locations

Re-keying invoices and paying large
volume/small dollar invoices result in high
settlement costs and lost discounts

Low cost capture, credential and
monitoring of critical contractor data

Unified, real-time view of facility
maintenance transaction across all
locations, trades and contractors

Dramatically reduced remittance
costs, more efficient payment cycles,
and greater discount capture

6. ServiceChannel Process and Solutions
ServiceChannel helps its clients through
every step of the facilities process.

7. Benefits of Invoice Standardization
ServiceChannel can enable better facilities decision making by utilizing
important information from specific issues by utilizing specific problem
codes along with the following types of information:
Labor Rate
Charged
Level of
Tradesmen
Used
Number of
Hours
Required
Parts and
Materials
Used
This data-driven invoicing approach results in improved spend analysis
and benchmarking for all services in all geographies.
What combination of skill level and labor
rates lead to the lowest total rates by
resolution code?
Sample
Problem
Resolution
Codes:
Code: 101/006
Code: 101/001
Part Description: Blower
Resolution Line: Replaced Draft Inducer Part Description: Blower
Res Line: Replaced Blower or Evap
Resolution Text: Furnished and installed new blower relay. Checked unit for Fan Motor
Res Text: Removed defective motor. Furnished and installed new blower (fan)
proper operation.
motor. Checked unit for proper operation

8. Process and Hard Dollar R&M Savings

9. Find them on Fixxbook
Search
Find
fixxbookTM is ServiceChannel’s searchable contractor directory and its mission is to catalog the knowledge
and trade expertise of every contractor in the world, so facilities departments can easily find the contractors
they need.
fixxbookTM can be used to:
Find contractors of any size, type, geography, specialty and status.
OR
Find subject matter experts (fixxperts) with the right industry specific knowledge, experience and expertise to
consult on critical issues or manage special projects.
Find
Qualify
Manage
Settle
Analyze

10. Qualify in FixxbookPN
fixxbookPN (Private Network) is an enhanced
registration process for ServiceChannel clients to develop
a private network of their own service contractors.
fixxbookPN allows facilities managers and their clients
to exchange important information including W-9’s,
insurance information, rates, licenses, direct deposit info
and other business information. Contractors and their
clients keep important information in one online
workspace so they can focus less on paperwork and more
on service work.
ServiceChannel clients can have their contractors
complete fixxbookPN registration. There is no charge for
contractors to complete this requirement.
Scorecarding and Feedback
ServiceChannel captures quantitative and qualitative
feedback to develop contractor scorecards and
performance analytics to elevate the relationship with
contractors.
Find
Qualify
Manage
Settle
Analyze

11. Service Request Options
Service requests can be initiated three ways: via a
web based dashboard, mobile dashboard, or via our
24x7x365 technology powered call center
Web Portal / Dashboard
Mobile Device
Phone/Call Center

12. Location Dashboard
The dashboard is an easy to use web
interface that enables store/location
personnel to easily place and track
service requests as well as leave
feedback for work performed:
• Uses client-branded “skin”
• Customized business rules and workflow
• Integrated call avoidance/troubleshooting
• Extremely easy to use and low bandwidth
requirements
• Features
• Submit service requests
• View scheduled service and
PM calls
• View work history/open tickets
• Trackable “notes” feature
• Feedback module
Find
Qualify
Manage
Settle
Analyze

13. Manage with ServiceClick
Work Order
Management
• IVR-on-site Check
in/out with caller ID
Verification
• Web-based full
featured proposal
management
• Enhanced
Validation
Technology
• Labor rate and
material mark-up
validation
• Real-time work
order status
• Customizable
proposal forms
• Pre-set NTE’s by
trade, geography, or
issue
Find
Qualify
Asset
Management
Preventive
Maintenance
Proposals
• Automatic
scheduling/dispatch
• Photo/document
management
• Automatic
validation of work
performed
• Warranty tracking
• Customizable
financial controls
• Depreciation
tracking
• Repair vs. Replace
• Attach
files/checklists
Manage
Settle
Analyze

14. Parts + Supplies Ordering
What is SupplyClick?
SupplyClick is your private marketplace for custom supplier catalogs.
What does that mean?
SupplyClick provides one place for your locations and corporate personnel to order approved parts and supplies, just
like the dashboard gives them one place to request service.
How does it work?
An order will be generated, invoiced, and closed out in ServiceClick. The invoices can go through the same approval
and EDI/payment processes as service invoices.
Features:
SEARCH TOOL
CONTRACT BASED PRICING
VALIDATION
SHOPPING CART
FUNCTIONALITY
PRIVATE VIRTUAL
MARKETPLACE
PERSONALIZED USER
INTERFACE
TRANSACTION
TRANSPARENCY
ROLE BASED CONTROLS
AND CUSTOM APPROVAL
WORKFLOW
ACCESS CATALOGS FOR
MULTIPLE SUPPLIERS

15. A Day In the Life of ServiceChannel
START: Store or
corporate personnel
places service request
via Web based
dashboard after going
through call avoidance
routine.
SC transmits approved invoices
and GL codes directly into client’s
backend accounting system
(Oracle, SAP, Lawson, etc). After
payment, SC posts remittance
information online.
Contractor
receives service
request via fax,
email, pager or
XML and
acknowledges
call.
Tech checks out,
contractor submits
proposal online to
Facility Manager via
SC. Once approved,
contractor
re-dispatches tech
Dispatched
technician checks
in at job site via
IVR touch tone
system or GPS.
No
Problem solved
under NTE or by
accepted proposal?
Yes
Facility Manager
reviews and
approves invoice
online or rejects
with comments.
Store manager
leaves feedback.
Contractor uploads
signed work order
into SC and submits
invoice online. SC
auto-verifies invoice.
Technician
performs
work,
receives
signed work
order and
checks out.

16. Invoice Reconciliation and Match
Invoices submitted
electronically through
contractor portal on
ServiceChannel.
Invoices are filtered and
pre-validated upon
invoice submission and
matched in six ways.
Clients are able to approve
valid invoices which are
then auto-coded for GL
and pushed to ERP and/or
AP system.
Contractor
Contractor
Client
Invoice
Validation
Contractor
InvoiceAdvisor
Parts/Materials Match
SupplyClick
Find
WO Match
ServiceClick
Qualify
Check In/Out Match Store Feedback Match
ServiceClick
ServiceClick
Manage
Contract Match Tax Verification
FixxbookPN Sales Tax Validation
Settle
Analyze

17. Settle with PayCenter
ServiceChannel offers solutions to improve every step of your
invoice through payment process.
ServiceChannel clients can utilize their existing payment
processing method, or utilize one of ServiceChannel’s payment
options:
QuickPay
EasyPay
(Supply Chain Finance)
Once internal approval of invoice is made by the client,
ServiceChannel facilitates your payment to contractors:





Find
Pay your contractors as soon as invoices are approved, assuring
that you’ll receive more responsive service while you enjoy
extended payment terms at no additional cost.
Simplicity of a single payment to us, we handle your small
payment headache
Eliminates need to maintain thousands of small vendors
in ERP, yet provides granular data
Eliminates lost/stolen checks, stop payments, postage
and/or courier fees as well as payment processing fees
estimated to cost on average $16 per check
Eliminates payment inquiries to accounts payable
department
Full audit history and real time information on all
contractor payment information
Qualify
Same benefits as Easypay, plus:
 Contractor receives payment almost immediately upon invoice
approval
 Contractor provides better service
 Client pays one simple invoice 45 days or more later improving
cash flow
Manage
Settle
Analyze

18. Data in Four Ways
Ad-hoc, on-demand Reporting
Powerful customized reports
provide timely, accurate and
pertinent information for more
effective decision making.
Proactive Alerts
Proactive, event driven alerting
brings critical situations to facility
manager’s attention, enabling them
to focus on issues that matter most.
Find
Mobile Access
Facility managers can access live
information and store history in the
field from BlackBerry, iPhone , Droid,
and other web enabled handheld
devices.
Business Intelligence Reports
High-impact custom Business
Intelligence reports based on
historical, current, and predictive views
of business operations.
Qualify
Manage
Settle
Analyze

19. Business Intelligence

20. Business Intelligence

21. Business Intelligence

22. Business Intelligence

23. Enhanced Validation

24. Enhanced Validation
ServiceChannel GPS Validation
Service Contractors can Check In/Out from locations by utilizing a
smartphone that is equipped with GPS technology.
• Enables vendors without access to a store telephone to
check in/out of specific location
• Captures time/date stamp for the specific work order
ServiceChannel’s FacilidateTM powered by RSA SecurID® enables
enhanced Check In/Out for outdoor and off-hour trade contractors
•
•
•
•
•
Generates unique pin code to validate time/date of service for
contractors without access to store phone
Typically used for outdoor trades including waste
management and snow removal
Enables contractors to use mobile phones to check in and out
of store location while still validating time/date
Mounted in a weather resistant outdoor secure enclosure
Unique pin code is decrypted by ServiceChannel and
translated into time/date stamp that becomes part of service
work history

25. GPS Check In/Out

26. GPS Check In/Out

27. Mobile Dashboard Portal

28. Mobile Portal

29. Mobile Portal

30. Mobile Portal