Choosing a local glass and door contractor doesn't mean abandoning your work-order system. The vendor needs the right access, location assignments and instructions to work inside it.
That's the part to sort out before the first dispatch. A provider account alone doesn't mean the contractor is connected to your company or approved for every store.
Start with your platform administrator
The broad workflow is similar across these platforms, but permissions, approval paths and billing requirements vary by customer.
| Platform | Useful starting point |
|---|---|
| Corrigo / CorrigoPro | Provider help guides for work orders, notifications and invoicing |
| ServiceChannel | Provider onboarding for registration, customer invitations and compliance steps |
| Ecotrak | Work-order management for requests, provider communication and asset history |
Use the current instructions for your account. A generic onboarding article won't tell you which permissions your organization has enabled.
The administrator and vendor should settle trade assignments, covered locations, users, rates and any platform-related charges. Insurance and license documents need to match the service agreement too.
A better ticket starts with the symptom
“Front door broken” leaves too much unanswered. Does it drag, slam, fail to latch or refuse to release for exit? Is the glass cracked, shattered or scratched? Can the premises be secured?
Give the opening an ID and include the whole door in the photos. A close-up of the handle helps less if nobody can tell which entrance it's on. Film, tint and lettering should be mentioned on glass requests.
Keep staff out of unsafe areas and leave hardware assembled. The technician can inspect what's behind the cover.
A request format worth keeping
> Site and opening: > > Symptom and when it started: > > Exit, access or security affected: > > Photos: > > Access contact and hours: > > Authorized initial work and NTE: > > Approver for additional work:
Use the maintenance checklist to make those reports consistent across stores.
Make the NTE match the initial job
An authorization for diagnosis doesn't necessarily cover the repair. An authorization for board-up doesn't necessarily cover the replacement pane.
State what the NTE includes and how a proposal or increase gets approved. Otherwise, a technician can complete the authorized assessment while the store expects a finished repair.
ServiceChannel describes its NTE and approval workflow. Follow the controls in your own configuration rather than expecting the same process in every account.
Keep the follow-up attached to the incident
A break-in often produces two stages of work: emergency securing and permanent repair. Link those records to the same opening so “board-up complete” doesn't get mistaken for “job finished.”
The record needs an owner for the replacement proposal, an approver and a next-update date. When materials arrive, someone needs to arrange access. Those simple responsibilities are easy to lose between platform statuses.
Related invoices should also make the billing clear. Don't pay the same emergency charge in both the first visit and the replacement total.
Test one job from request to invoice
Before a portfolio-wide rollout, use a legitimate pilot job or the platform's approved testing process. Make sure the request reaches dispatch, the technician can check in, photos upload, the proposal reaches the approver and the invoice is accepted.
If a problem happens after hours before setup is complete, use the company's authorized emergency procedure. A direct call doesn't automatically permit spending outside the agreement.
The direct vendor setup guide covers the service arrangement behind the software. For the broader choice of who manages the trade, see the FM comparison.
Does platform access establish trade qualifications?
No. Check the contractor's license, insurance, work scope and relevant experience separately.
Can Hal's Glass work in our account?
Contact the team with the platform, locations and required workflow. Current access and customer approval need to be settled during onboarding.
Review multi-site service, available services and coverage before assigning the locations.
*Platform names are used for reference. No endorsement, certification or partnership is implied.*