# Service Network Setup

{% hint style="warning" %}

#### Before You Start

* You must be logged in as an **Admin**
* Service Network must be enabled for your account
  {% endhint %}

{% embed url="<https://rechatq.wistia.com/medias/5ifeil88ev>" %}

{% stepper %}
{% step %}

### 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**
  {% endstep %}

{% step %}

### 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**
  {% endstep %}

{% step %}

### 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
  {% endstep %}

{% step %}

### 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
  {% endstep %}

{% step %}

### Finalize & Save

* (Optional) Add a rating
* Click **Save**
* Click **Back to Service Types**
  {% endstep %}

{% step %}

### Organize Your Providers

Use the **drag handle (waffle icon)** to reorder:

* Service Types
* Providers within each category
  {% endstep %}
  {% endstepper %}

{% hint style="info" %}

#### 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
  {% endhint %}

{% hint style="info" %}

#### 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
  {% endhint %}

#### Service Network Demo

{% embed url="<https://studio.saltfish.ai/demo-share/demo_1776708454131_0kei3rv8s>" %}


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