Adding a Device to Your InspectionManager/Device Magic Account

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.

Adding a Device to Your InspectionManager/Device Magic Account

This article contains the steps to connect a device to an existing organization in Device Magic.

Step 1: Inviting a Device

1. To add a device, navigate to the “Home” or “Devices” page in the Device Magic management console
2. Click the “Invite Device” button on either page.
   • Invite from the Dashboard/Home page.
     
   • Invite from the Devices Page
     
3. If the device you wish to add has a valid email address or phone number, you can send it an invitation to download the Device Magic Mobile Forms app and connect to your organization. After inputting the device details, click “Send Download Link.”
   
4. Shortly, the device should receive a text message or email. Open the message and follow the link to download the app in the device’s associated app store. See a sample email below, with the Organization Key highlighted.
   
5. Alternatively, the device owner can download the Device Magic Mobile Forms app by searching for it in the App Store (iOS) or Google Play Store (Android).
   
6. Select the option to “Get” or “Install” the app. If the device owner already has a version of the Mobile Forms app installed, it may ask if they wish to update or replace it.
7. Once the download is complete, open the app on the device.
   • When opening the app for the first time, the device user will be asked to “Create New Team” or “Join an Existing Team.” In this case, they will select “Join an Existing Team.”
     
8. Input the “Full Name” of the user or device and the Org Key that was included in the text or email invite sent from Device Magic.
   
   • Note: If you are an administrator of the account, the Organization Key can also be found on the dashboard of your Device Magic management console.
9. Finally, click “Send Join Request.” The device will request permission to join the organization and the administrator of the account will receive an email notification to approve the device.
   

Step 2: Approving a Device

1. Log in to the Device Magic website. On the right side of your management console, you will see the option to approve or reject the pending device request.
2. Click the green checkmark to approve the device.
   
3. The mobile application will automatically move past the pending request screen and begin downloading the user’s assigned forms.
   

Next, you will need to connect the user’s device to the user in your ServiceTrade account.