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Getting Started With The Asset Shield Integration

 

The Servicelink Integration is the link between your Servicelink account and your Pruvan account.  Orders are pulled in to Pruvan from Asset Shield.  Servicelink must have Pruvan listed as your integrator on your Asset Shield account.  Contact Servicelink if you're not sure whether Pruvan is listed as your integrator.

Servicelink's integration supports importing work orders, check in, photo & survey relay, auto-complete, default assign to, adding additional tasks, auto admin, and the push key.

Imported Orders

Orders are imported whenever you press the Refresh button on your Servicelink integration.  This will import all active orders from Asset Shield.  Once you import an order you will not be able to import it again.  Due to this do NOT use the Full Import feature.

See this article for how to get set up:

Relay Photos and Surveys

Based on your QA settings, your photos will relay back to Asset Shield.  They will be visible in the photo viewing area of the work order and will be categorized as before, during, after, or general.  Notes added to photos will not be visible in Asset Shield.  The only survey that will relay back to Asset Shield is the Grass Re-cut survey that is added to grass re-cut orders.  All other surveys will only relay to your Downloader.  The following set of articles go over the different QA options you have available.

Auto Complete

Only Grass Re-cut orders, with the grass re-cut survey, can be auto-completed.  Once you have taken all photos and submitted the survey, press the Complete button.  This will fill out and submit the order for you in Asset Shield.  After the order has been completed the Client Status field will be updated to show that the order was submitted successfully or there was an error.  If there is an error you will need to open the order in Asset Shield to take care of it.

Default Work Type

Default Work Type is a work type that will be applied to all of your incoming Servicelink projects.

Default Assign To

Default Assign To lets you assign all incoming Servicelink orders to a specific user on your account.

Additional Tasks

Both Photo and Survey tasks can be added to Servicelink orders.  These tasks will show up on every project that imports, in addition to the tasks that normally import.

Auto Admin

Auto Admin is used to change what fields the integration updates once the order is already in Pruvan.

Pruvan Push Key

The Push Key can be used to refresh your Servicelink integration directly from a web browser bookmark.

Questions?

See our Servicelink FAQ

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