> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/appendix/brokerage-set-up/service-network.md).
# Service Network
Admins can create service categories, add and manage providers, customize how the network is organized, and give agents an easy way to connect clients with providers during their existing workflow.
{% hint style="warning" %}
**Important:** Clients retain full choice of provider at every step.
{% endhint %}
### Enable Service Network
Service Network is available as an [application](/appendix/brokerage-set-up/applications.md) within Rechat and can be installed directly by a Brokerage Admin.
To enable Service Network:
1. Make sure you are working within the company, brand, or team where you want Service Network available.
2. Go to **Settings**.
3. Select **Applications**.
4. Locate **Service Network**.
5. Install the application.
Once Service Network is installed, you can begin configuring the providers and Service Types available to your agents.
{% hint style="info" %}
**Note:** Service Network is dynamic. If it has not been installed and configured for the brokerage, agents will not see the Service Network option within their contact records.
{% endhint %}
### Access Service Network Setup
Open Service Network to access the **Service Provider Management** dashboard.
This is where Brokerage Admins can:
* Create and edit Service Types.
* Add and manage providers.
* Organize Service Types and providers.
* Import providers in bulk.
* Find and clean up duplicate provider records.
### Create a Service Type
Service Types organize providers into categories so agents can quickly find the type of professional their client needs.
Examples of Service Types include:
* Escrow Services
* Home Warranty Services
* Appraisal Services
* Insurance Services
* Inspection Services
* Mortgage Lending
* Relocation & Moving Services
* Title Services
Your brokerage can create Service Types based on the services and providers you want available to agents.
#### Add a Service Type
1. From **Service Provider Management**, click **New Service Type**.
2. Choose an icon.
3. Enter a name for the Service Type.
4. Add a description.
5. Save the Service Type.
The name and description help agents understand what each category is intended for when browsing Service Network.
#### Customize Service Type Colors
Admins can customize the color used for Service Types.
1. Open the Service Network settings.
2. Enter the appropriate HEX color code.
3. Save your changes.
{% hint style="info" icon="head-side-brain" %}
**Best Practice:** Use clear, recognizable Service Type names and concise descriptions. Agents should be able to understand the purpose of a category without opening individual provider profiles.
{% endhint %}
### Add a Provider Manually
Providers are organized within Service Types.
To add a provider:
1. Find the appropriate Service Type.
2. Click **Manage Providers**.
3. Click **Add Provider**.
4. Enter the provider's information.
5. Save the provider.
Provider information can include:
* Company name
* Provider first and last name
* Title
* Phone number
* Email address
* Address
* Website
* Company logo
* Provider photo
* Description
* Services offered
* Why the provider is recommended
Complete as much relevant information as possible. These details give agents context about the provider when deciding whether to share them with a client.
### Edit or Delete a Provider
To update an existing provider, open the appropriate Service Type and select the provider you want to edit.
Update the provider's information and save your changes.
Providers that should no longer be available can also be deleted from Service Network.
### Organize Service Types and Providers
Service Types and providers can be reordered to control how they are presented within Service Network.
Use the drag handle beside an item to move it into the desired position.
{% hint style="info" icon="head-side-brain" %}
**Best Practice:** Periodically review Service Network to make sure provider information remains accurate and the available providers reflect your brokerage's current network.
{% endhint %}
### Import Providers in Bulk
Admins managing a larger provider network can add or update providers using an Excel (`.xlsx`) or CSV (`.csv`) file instead of managing every provider individually.
During an import, Rechat analyzes the uploaded records and identifies new providers, existing providers, and potential duplicates before the import is completed.
Admins can then choose whether to skip duplicates, update existing providers, or import all eligible records.
**Learn more:** [Importing Providers](/appendix/brokerage-set-up/service-network/importing-providers.md)
### Find Existing Duplicate Providers
Service Network includes a Duplicate Cleanup tool for finding duplicate provider records that already exist within the account.
Rechat scans providers across Service Types and groups possible duplicates for Admin review.
**Learn more:** [Managing Duplicate Providers](/appendix/brokerage-set-up/service-network/managing-duplicate-providers.md)
### What Agents See
Once Service Network has been installed and configured, agents can access the brokerage's available providers from supported areas of Rechat, including contact records.
From Service Network, agents can:
1. Choose a Service Type.
2. Review the providers available within that category.
3. Select a provider.
4. Introduce the provider to their client.
Provider introductions are recorded in the contact's History, giving agents visibility into providers they have already shared with that contact.
{% hint style="info" %}
**Important:** Clients retain full choice of provider. Service Network gives agents access to the brokerage's trusted network without requiring the client to use any particular provider.
{% endhint %}
### Related Resources
* [Importing Providers](/appendix/brokerage-set-up/service-network/importing-providers.md)
* [Managing Duplicate Providers](/appendix/brokerage-set-up/service-network/managing-duplicate-providers.md)
* [Using Service Network](https://help.rechat.com/guides/crm/contacts/contact-profile#service-network-if-enabled)
* [Applications](/appendix/brokerage-set-up/applications.md)
---
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