Connecting a Device in InspectionManager + Device Magic to a User in ServiceTrade

Important Note: ServiceForms is now ServiceTrade InspectionManager. InspectionManager retains all of the inspection automation benefits of its predecessor but with some important additions. To read more about this exciting change, read more here.

Connecting the device to ServiceTrade ensures that the InspectionManager dispatches and destinations you have set up will work properly.

Prerequisites

• Ensure you have added the device to your InspectionManager/Device Magic account.
• You will need to assign the user’s Device ID to their External Systems ID list in ServiceTrade.

Connecting a Device in InspectionManager + Device Magic to a User in ServiceTrade

This article will walk you through those steps. 

1. Once the device is approved, select Devices from the left menu to see the list of devices connected to your account.
   
2. Select the name of the user whose device you want to connect with ServiceTrade.
   
3. From the individual device page, copy the Identifier (Device ID) associated with the device. This will be pasted into the user’s External Systems section in ServiceTrade.
   
4. Now, open the ServiceTrade web application. Select My Account (1), then “Users” (2).
   
5. Find the user in your ServiceTrade account. Select their name to edit their profile.
   
6. From the user’s profile, select the blue External Systems link (1).
7. Then select either the pencil icon (2)
   • or the Add an external ID link (3) to add the Device Magic Device ID to their profile.
     
8. Paste the Device ID in the box next to Device Magic.
9. Select the green Save button.