Provider Setup Options

View or edit service provider details to tailor how providers interact with the application, ensuring integration with billing processes, work order management, inventory administration, and compliance requirements. Configure these options to streamline provider workflows, optimize system behavior, and enhance collaboration.

Navigate to Service Providers, select a provider and click Provider Setup Options.

Provider details

Define key provider attributes, including identifiers, permissions, and system behaviors related to billing, inventory, and work orders.

• Vendor number: Unique identifier for the provider used in billing reconciliation.

• Site supplier ID: Unique identifier for the provider as a site supplier.

• Manual review level: Level at which invoices, estimates, and quotes require manual review.

• EAP: Whether the provider uses EAP (Enterprise Asset Procurement), a system for managing asset procurement, tracking, and financial integration.

• Allow inventory: Whether the provider can manage inventory in vx Maintain, which is related to EAP.

• Active: Whether the provider is active or inactive.

• Preferred contact method: Preferred communication method, such as fax, email, telephone, or dispatch schedule.

• Dispatch schedule: "Provider's availability for automatic dispatch or other configurable options, such as client dispatch schedule or mixed schedule. Click View to see the detailed schedule.

• Use log hours: Permission to manually enter labor hours on work orders.

• Technical skill level billing: Billing rates based on technician skill levels. Disabling deletes custom rates, which must be redefined.

CPPM settings

Control invoicing rules and linked work order requirements to ensure billing accuracy and compliance.

• CPPM linked WO invoice settings: Invoicing rules for linked work orders:

  • All linked orders must be closed: Provider must complete work orders linked to the primary work order before invoicing can proceed.

  • Primary linked orders must be closed: Provider needs to complete the primary work order to proceed with invoicing, even if other linked work orders are open.

  • Ignored linked work orders: Linked work orders have no impact on invoicing. The provider can invoice regardless of their status.

• CPPM invoice - ignore failed certifications: Permission to invoice CPPM work orders despite failed certifications.

• CPPM invoice - ignore failed reports: Permission to invoice CPPM work orders despite failed reports.

Work order and Mobile permissions

Manage provider permissions related to work order creation, completion, subcontractor portal access, and mobile interactions.

• Quote provider: Status indicating if you can contact the provider for quote work.

• Allow provider to see comp costs: Permission for the provider to view compensation-related costs.

• Tax point date (after 14 days): Timing for adding taxes to billing, 14 days after work order completion, invoice submission, or invoice date.

• Create work orders in Mobile: Ability to create work orders for the provider in Mobile.

• Use subcontractor portal: Access permission for the provider to use the subcontractor portal.

• Default PIN user: User ID used when the subcontractor portal is accessed without a user assigned to the work order.

• Prevent system automated timeout: Disables automatic session timeouts, ensuring the provider remains logged in without interruption.

• Allow provider users to perform job complete: Authorization for providers to mark work orders as complete.

• Require start work on Mobile: Providers must manually indicate when work starts in Mobile.

• Prevent technician logging time on multiple WOs: Restriction preventing technicians from logging time on multiple work orders simultaneously.

• Site manager review required: Requirement for site managers to review work before completion, based on system settings.

Billing and charges

Regulate provider billing policies, including trip charge limits, work order certificates, and invoicing conditions.

• Prevent same day trip charges: Whether the provider can bill for trip charges multiple times per day:

  • Off : Allows multiple trip charges per day.

  • Enforce 1 trip charge per day per site: Restricts billing to a single trip charge for all work completed at the same site in one day.

  • Enforce 1 trip charge per category per day per site: Restricts billing to a single trip charge per category for all work completed at the same site in one day.

• Require work order certificates: Requirement for certificates before completing a work order.

• Allow flat rate overridden: Permission for providers to override client-configured flat rates.

• Allow log notes against linked work orders: Permission for providers to add log notes to linked work orders.

• Require work permit completion per additional technician: Requirement for a work permit for each technician on a single work order.

• Prevent invoicing before recall period ends: Prohibition against invoicing before the recall period ends.

Geofencing and document requirements

Define geofencing parameters and document submission rules to improve compliance and automate tracking.

• Geofence units: Select the nit of measurement for geofencing, such as meters, kilometers, and others.

• Require document at invoice submission: Whether the provider must submit documents during invoice submission.

• Required document on creation: Whether the provider must attach documents when creating a work order. Select Yes, No, or Role permission.

• Required document on job completion: Whether the provider must attach documents when closing a work order. Select Yes, No, or Role permission.

  If you select Role permission when requiring documents on work order creation and job completion, document requirements depend on the role-based permissions that Support configures.