Business Information Tab

This lesson explains how to complete all Business Information needed for your Provider Firm. Your Business Profile gives Buyers all the information they need, as well as, a quick understanding of what you do best.

  1. When you login, the Welcome screen with  build your profile buttin  buttons will open until you have completed your Provider Firm Profile and Service Pro Profile. Once you click on Provider Firm Profile  build your profile buttin  button, the Business Information tab will open.
    Note:  You will see the information displayed that you completed during Create Provider Firm Account (Register) in this tab. Please review, edit, and complete fields providing as much information as possible.
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  1. You will need to complete all sections in this tab which include:
    Note: Fields with * (red asterisk) must be completed.

    • Enter appropriate information, select radio buttons and drop down arrows.
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  2. To display additional sections, complete, and save all information on this tab:
    • Use scroll down on right side of browser window AND
    • Use scroll down on right side of ServiceLive window.
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  3. Once you have entered all information, scroll down after the Primary Contact Information – Administrator section.
    • To save and return later, click on  save button  button.
    • OR to save and go to next tab to continue to build Provider Firm Profile, click on  next button  button.
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  4. If you completed all required fields, you will have  green check  icon displayed on Business Information tab indicating successful tab completion.
  5. If you have one or multiple data errors, you will have  red x  icon displayed on Business Information tab and the errors display in red.  You will need to go back and make the necessary changes and click on  save button  or  next button  button to receive  green check  icon indicating successful entry of required information.
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