Service Network Setup

Learn how to configure your Service Network by creating service types and adding trusted providers your agents can access in their workflow.

Before You Start

• You must be logged in as an Admin

• Service Network must be enabled for your account

1

Access Service Network Settings

• Go to Contacts

• Open any contact record

• Click Service Network

• Click the ⚙️ gear icon to manage providers

• Click Login with Rechat

• Select your account (typically your brand)

• Click Allow

2

Create & Customize Service Types

Service Types are categories like:

• Mortgage

• Title

• Inspection

• Insurance

To create a new Service Type:

1. Click New Service Type

2. Choose an icon

3. Enter a name

4. Add a description

5. Click Save

Optional: Customize Appearance

• Click the gear icon to set a color (HEX code)

• Click Save

3

Add Service Providers

Once your categories are set, you can begin adding providers.

To add a provider:

1. Select a Service Type

2. Click Add Provider

Required Information

• Company Name

• Contact Name (First + Last)

• Title

• Phone Number

• Email Address

• Address

4

Complete Provider Profile

Enhance each provider with additional details:

Optional (Recommended)

• Website URL

• Company logo

• Representative photo

• Description

Showcase Their Value

• Services Offered

• Why Recommended

5

Finalize & Save

• (Optional) Add a rating

• Click Save

• Click Back to Service Types

6

Organize Your Providers

Use the drag handle (waffle icon) to reorder:

• Service Types

• Providers within each category

Important Notes

• Agents will only see Service Network if it has been configured

• Clients always retain the freedom to choose any provider they prefer

• Providers are not ranked or promoted based on payment

Best Practices for Brokerages

• Keep your provider list curated and up-to-date

• Avoid overwhelming agents with too many options

• Include clear descriptions so agents understand when to recommend each provider

• Review periodically to ensure accuracy

Service Network Demo