Signing up to Clickability as an accredited provider gives you access to numerous features including Service Requests. Think of these as warm leads from participants who need a service just like yours. In this guide, we’ll explain how you can start receiving them.
1. Ensure your Service Offerings are active
As we explain in this guide, Service Offerings are the mechanism by which we match you with potential clients. For example, if you have a Service Offering for support work in Brisbane and a participant asks for such a service in the same area, you might be eligible to receive that Service Request. We have other important criteria, but your Service Offering is vital. For this reason, please ensure you have a Service Offering set up and that Offering is active.
2. Confirm your notifications are switched on
Once your Service Offerings are active, go to your Notification Settings on your dashboard (shown below) and ensure your email and SMS notifications are switched on. This is how we send Service Requests, so it’s essential you check.
You might also need to add us as a trusted sender. This means you'll need to find our email in your spam or junk folder. Learn more here.
3. Receive and reserve Service Requests
If a participant requests a service such as the one that you offer, we will email/text you their Service Request. We will provide some brief details in this email/text. If you wish to proceed with the request, please click the ‘Reserve’ button in the text.
This Reserve feature will hold the Service Request for 60 seconds, giving you time to confirm the details in the request, including the location, and review any additional requirements. You will have 30 seconds to confirm the location, demographic, and NDIS information is suitable (as shown below) and another 30 seconds to then click ‘Accept’.
4. Accept Service Requests
After accepting the Request, you will be taken to a page in your dashboard summarising the details in that Service Request. You can also log in and see all your Service Requests on your dashboard (as shown below). Here, you can contact the participant, save your notes, and chart your progress for each Request.
Next, you obviously need to contact the participant! To improve your chances of acquiring this participant as a new client, there are numerous things you need to do.
Please reveal their contact details before updating the status; otherwise, you won't be able to contact the participant.
Please note: we show you three figures at the top of your Service Request tab, as shown below:
- The first ("0/5" in the screenshot below) is the number of Service Request credits you possess.
- The second ("258" below) is the number of Service Requests in the past 60 days that Clickability has received that matches the services you offer.
- The third ("572) is the number of Service Requests in the past 60 days that Clickability has received that matches the areas you operate within.
5. Monitor your Service Request Credits
As you accept Service Requests, your credit limit will change, as shown below. Please keep track of this to know how many credits you have left. This number decreases as you accept Service Requests. For example 3/3 means you have three credits; if you've accepted your monthly limit, it will display as 0/3.
6. Check your Service Request board
Your Service Request board allows you to view Service Requests, and filter and organise them via status. The number on each tab allows you to easily see how many Service Requests match that status.
- All: this is all current Service Requests that match your offering and area. Please note that this does not mean available Service Requests; some of these have already been accepted by other providers.
- Open: these are Service Requests that match your offering and area that are available for you to accept right now.
- Accepted: these are Service Requests that you have accepted. You can click through to these and contact the participant directly.
- In Progress: these are Service Requests where you've contacted the participant, added internal notes. You manually change a Service Request to 'in progress'.
- Successful: these are Service Requests you've manually changed to successful. You've won their business!
- Unsuccessful: these are Service Requests you've manually changed to unsuccessful.
- Declined: these are Service Requests that you've declined for one reason or another.
Please note: a Service Request should be in 'Accepted' for no more than two days. Quickly contacting the participant not only improves your chances of winning their business, but also ensures they get the support they need. Contact them as a priority. To contact them, navigate to the right-hand side of the Service Request and click 'reveal', as shown in this guide.