Pruvan Integration Quick-Start

This article and related exercises are intended for vendor managers, operational experts and technology teams that provide functional requirements and/or oversee the development/IT efforts related to field work order management and data collection. 

First Exercise: Getting a Work Order into a Pruvan account

The easiest way for you to view, create or update your own work orders in your Pruvan account is to:

1. Complete the "Sample Order" created when you first open your free account.
2. Create orders on the Mobile app or in your Online account.  Work-types. can automate data entry.
3. Manually Import Orders from CSV/Excel file. File based integrations can be automated.
4. Use the "POST" method to programmatically send orders from remote systems to your account. 

Click on the links above to quickly get started creating an order manually and how to setup a remote system to create or update orders in your Pruvan account.  

Take a few pictures using the Mobile app to see how quickly you can get data from the field into the Pruvan Online Project manager screen (quick start).

Second Exercise:  Completing assigned work orders

Once orders are created and assigned, this exercise will help you understand how to complete assigned orders.  Here is a typical workflow after orders are assigned.

Once order is assigned:

1. Field Staff completes work assigned using Pruvan Mobile app; AND/OR
2. Staff completes work assigned using Pruvan Online (mobile not required)

Then:

3. Office Staff views and approves work results in Portal and may share (Publish) results with customers/client; AND/OR
4. Office Staff may share work results shared via PDF reporting, ZIP file, and/or secure web link; AND/OR
5. If no back office staff the account is configured to allow results to be automatically Published from Mobile device. 

Then this automatically happens on Publish event:

6. A backup of results is organized in your own storage system using the Pruvan Downloader desktop app; AND/OR
7. A backup of results is organized in your own Google Drive or DropBox account (third party fees may apply); AND/OR
8. Results are programmatically sent to your own web endpoint using the Pruvan Web-Hook Add-On
9. Results automatically sent to Client's (Work Provider's) remote systems if "Published to Client" is setup for given order.

Click on the links above to quickly get started sharing your work results.  

Remember those pictures taken using the Mobile app?  Those are quickly organized by work order and address each time you visit the property, use Property Report or Pruvan Downloader to learn more on how you can view and organize your results.

Third Exercise: Sharing Orders between Pruvan accounts

Remote systems use the Pruvan API to send orders and receive work results from numerous Pruvan accounts.  To demonstrate how this is accomplished, this exercise will use Pruvan Share to link your Pruvan account to another Pruvan account.  If you have your own Pruvan account you already have the proper API's built into your account to share your work with other Pruvan accounts, via Pruvan Share.  

As you have learned in the first exercise step 4, a remote systems can push orders any Pruvan account.  You learned that Pruvan account holders must setup an "integration" to automatically receive orders from remote systems.  You also learned a unique PushKey (in the form of a web URL) is generated and related to the Customer/Client-Code for each integration that is setup in a given Pruvan account.   

Follow these steps to setup Pruvan Share and see how orders and results are exchanged.

In this example eliminate quotes and <> and use your company nickname in place of <mycompany>

1. Setup a new free account, with a master username <mycompany>"Test" for example "xyz1099Test"
2. In an incognito browser session launch/login to your current Pruvan account that you create/assign work from, <mycompany> for example "xyz"
3. In your "xyz" account navigate to Account-Users and setup a Sub-User with a sub-contractor role called <mycompany>"Vendor001" and password you can remember, for example username "xyzVendor001", password "Pruvan1234!"
4. Go to the incognito browser session logged into account xyz1099Test and complete the Pruvan Share integration setup.   Be sure to use the vendor username and password you created in step 3.
5. Assign work in xyz to xyzVendor001
6. Notice work assigned in xyz is now shared with the remote Pruvan account xyz1099Test. 
7. Assign, view and take first photo on shared order in xyz1099Test and see activity in xyz
8. Complete work order in xyz1099Test and see work completed in xyz.

You can now:

• Assign work directly to your employees and small one-person sub-contractors.  They can view your work with a single login in both Pruvan Online portal and with Pruvan Mobile app and only see orders you assigned and they have worked on.
• Allow your vendors who have their own Pruvan account to link their Pruvan account with yours using the single login you provide,  They can sub-assign your work to their own sub-users and do not need to log-out and login-in to see and manage your work.

Integration Options

For most, using a Pruvan account internally to share work with another Pruvan account is all that is needed.  This is what Pruvan refers to as an "Internal Integration", since you have an internal Pruvan account.  Your remote system can programmatically manage and update orders in your internal Pruvan account (using POST method), and receive results using the Web-Hook add-on.  There are also several manual ways to create ans share orders/results outlined in previous exercises.  

If you do not want to manage your own internal Pruvan account, you can implement the Pruvan API in the same way Pruvan Share is implemented.  This requires you to host secure web-services on the internet in accordance with the Pruvan API specifications and support these endpoints 24x7x365.  If you do decide to implement the Pruvan API yourself (not use Pruvan Share) you are what is called an "External Integration".   To learn more about how this is accomplished please see the Pruvan API documentation or contact Pruvan Customer Care for assistance.