Setting up Forms in InspectionManager

Derek Torres
Derek Torres
  • Updated

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.

Important Note: The customization features discussed in this article are part of InspectionManager's new subscription plan -- Pro. If you're currently using our legacy ServiceForms plan, please be aware that these new features are not included in your existing subscription. To take advantage of these enhancements, consider upgrading to one of our new plans. For more information, please contact your Account Manager.

If you opt to customize your Standard Forms, you will not be eligible for future version updates.

Prerequisites

  • Setting up a form in Device Magic

  • Setting up the form in the InspectionManager Connector, including setup of your form's dispatch and destination rules.

Device Magic Form Setup

There are two ways to set up a form in Device Magic:

  • The automated way (The automated way is the best, and is outlined below.)
  • The manual way.  If you'd like to add a form using the manual way, you can follow those instructions here.

 

Step 1: Automated Form Setup in Device Magic

  1. Go to the InspectionManager Connector URL, serviceforms.servicetrade.com.
  2. Log in with the ServiceTrade username and password of a user that has been granted the Admin Account activity.
  3. Click on the 'Add New Form' button to the right of the search bar at the top of the screen.
    FormSetup1 (1).png
  4. In the popup prompt that appears, enter the name of the form that you want to add.
  5. Then click OK.
    FormSetup2 (1).png
  6. Once the form is created, click the ‘Edit in Device Magic’ button to add the individual form fields to the form in Device Magic.
    FormSetup3 (1).png
  7. Add as many form fields as necessary to meet your requirements.

     

Step 2: InspectionManager Connector Form Setup

  1. Go back to the InspectionManager Connector URL.
  2. If you have not already, log in with the ServiceTrade username and password of a user that has been granted the Admin Account activity.
  3. You should see a list of forms, and the newly created form should appear there. Click on the new form. Then follow the instructions on Creating a Dispatch Rule below.
    FormSetup6 (1).png

 

Step 3: Create a Dispatch Rule

Follow these instructions to create a dispatch rule that determines when this form will be sent to technicians when they log in. You must create a dispatch rule for every form.

 

  1. On the form details page, click 'Add Dispatch Rule'.
  2. On the dispatch rule add page, select the circumstances under which this form will be dispatched.
    • Note: If you leave all settings at their defaults, this form will be dispatched for every job. If you choose some settings, this form will be dispatched when all of the settings that you selected match the job.
    • For instance, if you choose a job type of ‘Inspection’ and a service line of ‘Sprinkler’, this form will be dispatched only for jobs of type ‘Inspection’ that contain at least one active service with the ‘Sprinkler’ service line
      FormSetup7 (2).png
  3. Choose whether to include:
    • (A) all the assets associated with the appointment’s location (this will be a larger set of assets); or,
    • (B) only assets associated with services on the appointment (typically this will be a small, targeted set of assets).
      FormSetup8 (1).png
  4. If needed, enter Dispatch Mapping rules. Each dispatch rule can have a dispatch mapping defined as a block of JavaScript code.
  5. Click 'Save Dispatch Rule' to save the rule.

 

Step 4: Create a Destination Rule

Creating destinations in the InspectionManager Connector is currently only used for one destination - updating information in your ServiceTrade account. This destination rule determines what action(s) the Connector should take when it receives a filled-out form from a technician.

Note: Creating destination rules in the InspectionManager Connector requires knowledge of JavaScript. If you would like detailed instructions on creating destination rules and examples of destination rules you can create, read the article Creating Destination Rules in the InspectionManager Connector.

Congratulations!

Once you've completed the form setup and created destination and dispatch rules, you are ready to test and use your form.

For a comprehensive checklist on testing your form and information on using your form, click here.

QUESTIONS?

All support requests for InspectionManager can be emailed here. Please include the following if you are able:

  • Description of the problem
  • Job number (if applicable)
  • Name of the form
  • Screenshot of the problem if available.

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