Here’s a walkthrough on how to integrate your ServicePower account with ServiceWorks as a claims processor, as well as how to submit your warrantied claims
Setting Up Your ServicePower Account
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 ServicePower in this field
- Name – This field will designate how your processor appears in ServiceWorks. For ease of use, we recommend naming this ServicePower as well
- ID – You can enter your processor’s associated ID number here. Since ServicePower doesn’t require an ID for use, this field can be ignored
- Username – Enter your ServicePower username in this field
- Password – Enter your ServicePower 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 ServicePower jobs be automatically accepted into ServiceWorks when posted
- Send Sub Status – Enable this box to send the job status to the ServicePower side as it updates
- Scheduling – Use this dropdown to determine how jobs from this processor are scheduled. Use the As Is option to retain its original scheduled date or All Day to change converted jobs into available timeslots for the current day they are received.
- Color – This can be used to change the color coding of your ServicePower 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 entered and verified, your ServicePower jobs should begin appearing within your notification tab. You can schedule these jobs by clicking the Save & Assign button or opt to reject the job by clicking the Decline button
Submitting Your Claims With ServicePower
Now that you’ve successfully linked your ServicePower credentials with your ServiceWorks account, you’re ready to begin submitting warranty claims
Once you’ve started to receive and service warrantied jobs, hover over the Jobs section of the toolbar and select Warranty Claims
In the following menu, select the unsubmitted claims
There are two different ways you can submit your ServicePower claims. The first is to click Submit ServicePower Claims from within the action drop-down. This will automatically submit and synchronize your claim information.
The second way is to select Download ServicePower Claim File from the drop-down menu. You should see a popup with a downloaded text file if completed correctly.
Now with your exported file in hand, you can open up your ServicePower account and upload the claims by clicking Select Upload File from the toolbar in ServicePower
Your ServicePower claims can also be searched by their associated dispatch number, making it easier to view specific claims.
Need More Assistance?
Contact us:
Use the chat bubble on our site here
Email: support@service.works
Phone: 636-220-4363 Ext #1
