Service Network
Service Network allows Brokerage Admins to organize trusted service providers and make them available to agents directly within Rechat.
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.
Important: Clients retain full choice of provider at every step.
Enable Service Network
Service Network is available as an application within Rechat and can be installed directly by a Brokerage Admin.
To enable Service Network:
Make sure you are working within the company, brand, or team where you want Service Network available.
Go to Settings.
Select Applications.
Locate Service Network.
Install the application.
Once Service Network is installed, you can begin configuring the providers and Service Types available to your agents.
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
From Service Provider Management, click New Service Type.
Choose an icon.
Enter a name for the Service Type.
Add a description.
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.
Open the Service Network settings.
Enter the appropriate HEX color code.
Save your changes.
Add a Provider Manually
Providers are organized within Service Types.
To add a provider:
Find the appropriate Service Type.
Click Manage Providers.
Click Add Provider.
Enter the provider's information.
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.
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
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
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:
Choose a Service Type.
Review the providers available within that category.
Select a provider.
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.
Related Resources
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