Getting Started
- Go to Pruvan.com in Google Chrome (Pruvan is not supported on all web browsers)
- Do not have a Pruvan account, click Sign-Up to create one
- Already have a Pruvan account, click Login
- Go to the Clients/Integrations tab to set up the Xome integration to Pruvan
- Click Here for a Video on how to set up the Xome integration
- If you have issues getting the Xome integration to validate your Xome username and password you will need to reset your Xome password to ensure you are using the correct credentials
- Refresh the Xome integration to import your Xome orders into Pruvan
Completing the Xome Work Orders
- Using Google Chrome, Log in to direct.pruvan.com
- Click Projects to ensure you are on the Projects page
- Click on the ‘0’ Pictures box on the work order
- Click the Launch myFAStrack button on the top right corner of the Photo Details page
- Enter in the Promised Complete Date and click Submit
- Close the myFAStrack portal
- Go back to the Projects page
- Add at least 1 Before and 1 After photo for each Photo Task(s) you are completing on the job
- Answer and Submit all surveys listed on the order
- Refresh the Project page in Pruvan Online
- Click on the 'Pictures' box again for the order
- Make sure all photos and surveys have a published status under the Status column (if they have a status of Pending QA click the Select All option and then click Publish Selected To and select Client from the dropdown)
- Refresh the page until you see that all items have been published
- Click the Launch myFAStrack button on the top right corner of the page
- Click Edit Services
- Click the Auto Complete option at the top of the Edit Services window
- Scroll through the line items and make sure the correct tasks are marked complete and add any extra comments needed to each task
- Click Submit
- Generate or Attach an Invoice to the order (If you cannot see the Approve button you will need to reduce your screen size and then click Approve)
- Click Submit to QC
Accepting and Submitting Bid Orders
- All Bid orders must be created and accepted in the fastrack.fieldassets.com website before you take any photos
- Once the Bid orders are accepted, Refresh the Xome integration in you Pruvan online account and they will import
- Click on Projects tab and make sure that the Bid order is assigned
- Find the Bid order in Pruvan Mobile app and click on the Project ID
- Add required Bid photos to the photo tasks (Only Before photos are required on Bids)
- Submit any required surveys on the order
- Return to your Pruvan Online account (direct.pruvan.com) and navigate to the Project page and click on the Pictures box for the Bid order
- Make sure all photos and surveys have a published status under the Status column (if they have a status of Pending QA click the Select All option and then click Publish Selected To and select Client from the dropdown)
- Refresh the page until you see that all items have been published
- Leave Pruvan Direct and Log into fastrack.fieldassets.com to Edit the Bid Services and then submit the Bid order.
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