Integrating ServiceBench

T. L. Hawkins

2 years ago

Here’s a brief walkthrough on how to configure and use ServiceBench within the ServiceWorks software

To begin, click the cogwheel in the toolbar to open the configurations tab and navigate to Integration -> Claim Processors Setup

In the Claims Processors Setup menu, click the + button in the upper right-hand corner to create a new processor

In the following popup menu, You’ll be given the option to fill out the corresponding information for your ServicePower account:

Processor – This field lets you create or select an existing processor. Since this is your initial setup, you’ll want to put ServiceBench in this field
Name – This field will designate how your processor appears in ServiceWorks. For ease of use, we recommend naming this ServiceBench as well
ID – You can enter your processor’s associated ID number here.
Username – Enter your ServiceBench username in this field
Password – Enter your ServiceBench password here
Part Submission to Claim – In this field, you can designate whether to base the submission on the cost or sales price with your claims
Address – Enter the Processor’s address here
Zip – Enter the processor’s associated zip code/pattern
City – Enter the processor’s associated city
State/Province – Displays the state or province associated with either the city or zip code field
Phone – Enter an associated phone number for your processor here
Email – Enter the email address associated with the processor
Auto-Accept – Enable this box to have your ServiceBench jobs be automatically accepted into ServiceWorks when posted
Send Sub Status – When enabled, this allows Service Works to update the job status on the ServiceBench side
Sync Claim Status & Payment – Enable this toggle to synchronize payments made to ServiceBench
Color – This can be used to change the color coding of your ServiceBench jobs on the schedule

Once finished, click Save to continue.

Once saved, you’re claim processor list should be similar to the example below. Each of the green checkmarks validates that the feature is enabled or your account has been verified

And once the credentials have been verified, you should begin to see your ServiceBench jobs from within the notification menu. These can be scheduled by clicking the Save & Assign button within the job or you can opt to reject the service job by clicking the Decline button.

Submitting Your Claims With ServiceBench

Now that you’ve successfully linked your ServiceBench credentials with your ServiceWorks account, you’re ready to begin submitting warranty claims

Once you’ve started to receive and service warranty jobs, hover over the Jobs section of the toolbar and select Warranty Claims

In the following menu, select the unsubmitted claims

And once selected, click the Action button and select Submit ServiceBench Claims from the drop-down menu. You should see a popup with a downloaded text file if you completed it correctly.