Posted Tab

This lesson explains steps to View Posted Service Orders so you can identify how each Provider you routed Service Order to have responded.   At a quick glance, you can see details of # of Providers that were Routed Service Order, # of Providers that Rejected, and # of Providers that Counter Offered.  Details include Counter Offer Price/Service Date and Time if applicable, Service Pro ratings, Provider Firm and Service Pro contact information and more.

  1. Lifecycle/Status of a Service Order:
    • Draft – After Buyer creates a new Service Order OR edits a Draft Service Order AND saves as Draft, Service Order will be located on Draft tab until Buyer Posts or Deletes Service Order. Provider will not be able to view until Buyer posts Service Order.
    • Posted
      • Buyer Posts a Name Your Price Service Order, which they identify price. Buyer can view from Posted Provider can view/take action from Received tab.
      • Buyer Posts a Bid Request Service Order, which they ask for bids.
        • Bid Requests functionality can be enabled in ServiceLive at Buyers request.
        • If not enabled, Buyer will not see this tab.
        • Buyer will be able to view Bid Request Service Orders from Posted Provider can view/take action from Bid Requests tab.
    • Accepted – On Name Your Price, once Provider Accepts or Buyer Accepts Provider’s Counter Offer, Service Order will change to Accepted status and will be located on Accepted tab until Service Date/Time. On Bid Requests, once Buyer Accepts Bid, Service Order will change to Accepted status and will be located on Accepted tab until Service Date/Time.
    • Active – Once the Service Date/Time occurs, Service Order will change to Active status and will be located on Today tab.
    • Completed – Once Provider submits Service Order for payment, Service Order will change to Completed status and will be located on Today tab.
    • Closed – Once Buyer Closes and Pays, Service Order will change to Closed status and will be located on Inactive tab.
    • Service Orders can be in six other statuses: Cancelled, Voided and Deleted status located on Inactive tab, Pending Cancel and Expired status located on Today tab, and Problem status located on Problem tab.
      Note:  There are multiple ways to navigate to Posted tab information.
  2. When you login to ServiceLive, the Dashboard tab will open.
  3. Navigate to Posted tab:
    Note:  Dashboard will show number of orders currently on Posted tab.

    • Click on Posted link on dashboard.
    • OR click on Service Order Monitor tab.
    • Click on Posted tab.
  4. Search Filters available on Posted tab:
    Note:  This section explains how you can search and locate information on Posted tab.  You may select any one filter or add Sub-status filter to narrow your search even more.

    • Status Filter = Defaults to Posted Service Orders. All Posted Service Orders will display.
    • Sub-status Filter = Click on drop down arrow in Sub-Status Filter to display choices and select appropriate choice.
  5. Information that displays on Posted tab:
    Note: Click on text in table header, if underlined when you hover over (i.e.    ) to change sort order.

    • Status = Status of Service Order (i.e. Posted). Click on button in Status column to display Service Order details and click on  button to collapse to original view.  You can also click on text in columns to expand/collapse Service Order details.
    • Service Order # = Number associated with specific Service Order (Service Order defines scope of work as requested by Buyer).
    • Title = Name entered for Service Order, click on title link to display Service Order details.
    • Maximum Price = maximum price determined by Buyer. Provider can Counter Offer price if needed.
    • Time = Number of Days and Hours from Current Date/Time to scheduled Service Date/Time .
    • Age of Order = time since the Service Order has been Posted to Provider.
  6. View Service Order Details:
    Note: At a glance status of Service Orders are available by reviewing icons.  You can click on number next to icon to display Service Order details.

    •  icon = # of Providers this Service Order was Routed to
    •  icon = # of Providers that placed a Counter Offer on this Service Order
    •    icon = # of Providers that chose not to Accept this Service Order and marked as Rejected (Declined)
    •   link = Displays if there is a Counter Offer on Service Order. Click  link to open a PDF document which explains steps you need to take to accept Counter Offer.

      Note:  You can also click on button in Status column OR click on Title link to display Service Order details OR click on text in columns to expand/collapse Service Order details.
    • The entire list of Posted Service Orders will display.
    • To view entire list, use scroll down on right side of browser window AND
    • Use scroll down on right side of ServiceLive window.
    • Click on the Title link to view Service Order details.
    • Click on View Provider Responses link in Order Quick Links section.
      Note: Order Quick Links will take you to specific tab (i.e. Response Status tab to view Provider Responses).  The Quick Links will vary depending on status of Service Order.
  7. The Response Status tab will open.
    • You can view the box on the right of screen as a “Quick Glance Summary” of what has happened with Service Order.
      • Routed To = # of Providers this Service Order was routed to
      • Counter Offers = # of Providers that placed a Counter Offer on this Service Order
      • Comments = Applicable only for Bid Requests
      • Rejected By = # of Providers that chose not to Accept this Service Order and marked as rejected
    • You will be able to view all Provider Responses (Rejected or Counter Offered) for the Service Order you opened previously.
      Note:  There could be Providers that choose NOT to respond at all (neither Accept, Counter Offer or Reject).
    • IMPORTANT: You will need to pay attention to the date and time the Counter Offer expires because once the bid expires; you will no longer be able to accept the Counter Offer.
      • If you see a Counter Offer is expiring soon and you need more time, you should proactively contact Provider to request Provider extend the Counter Offer expiration time.
      • Counter Offer expiration time is set at the discretion of the Provider when they enter their Counter Offer.
    • If Service Order has Counter Offer, review and if you want to accept, click on    button.
    • ServiceLive Rating will display.
      Note:  This is average of overall ratings for six key service elements on a five-point scale given by all Buyers to this ServicePro since joining ServiceLive.
    • My Ratings will display.
      Note:  This is average of overall ratings for six key service elements on a five-point scale given by you to this ServicePro since joining ServiceLive.
    • Distance from Provider Firm’s office to service location will display in air miles, actual driving distance may be significantly farther.
  8. To view details of what the requirements are for the Provider, click on Summary tab.
    • General Information section will display.
    • Scroll down to Overview to view description of what is required for Provider.
    • Details about Summary tab are available in Summary Tab lesson in Close and Pay a Service Order course.
      Note:  Click on  or   buttons to expand or collapse sections.
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