How to match a Preferred Provider with a Service Request?

When a volunteer is unable to fulfill a service request, the Village can help the member by suggesting and matching them with a paid or preferred provider.

This feature allows the Village to connect members with an appropriate provider who can complete the requested service.

Step 1: Open Service Requests

Go to:

Volunteers → Service Requests

Step 2: Select the Service Request

From the list of service requests, find the request that needs to be matched with a preferred provider.

Click View to open the service request.

Step 3: Select Vendor / IOU

Scroll down to the Admin section and click:

Vendor / IOU

You will then be prompted to select the appropriate provider category.

For example, in this case, Guadalupe needs to fix a leak.

Step 4: Select a Provider Category

After selecting the appropriate provider category, you can browse the available provider groups within that category.

Select the provider group you would like to use and click:

Suggest Provider

This will display a list of providers available to complete the service.

Step 5: Select a Provider

Review the available providers and select the provider you would like to suggest for the service request.

Once selected, the provider will appear as the Suggested Provider for the service request.

Step 6: Confirm the Match

Review the suggested provider and, when everything is correct, click:

Confirm

The service request is now successfully matched with the selected provider.