Initial InspectionManager Account Configuration

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.

Initial InspectionManager Account Configuration

This article walks you through initially setting up your InspectionManager Account Configurations.

Step 1: Initial InspectionManager Connector Configuration

  1. Go to the InspectionManager Connector URL at serviceforms.servicetrade.com
  2. Log in with an Account Admin user's ServiceTrade username and password.
    • You should see a warning that configuration credentials have not yet been provided:
      SF_Intial Account Config Step 2.png
  3. Click on either Settings link to access the settings page.
  4. Enter the following settings *(all are required).
    • Device Magic API Key:  get this from Device Magic (Settings → API Access
    • Device Magic Organization ID: get this from Device Magic.
      • IMPORTANT: This is the organization ID (visible in the URL), NOT the organization key (visible on the home page of the Device Magic management console). Example: for https://www.devicemagic.com/organizations/49701, the organization ID is 49701.
    • ServiceTrade username
    • ServiceTrade password
    • ServiceTrade external system name for Device Magic
  5. Click Save. You should be returned to the Connector main page.

 

Step 2: Initial ServiceTrade Configuration

  1. Go to the ServiceTrade web application URL at app.servicetrade.com
  2. Log in with an Account Admin user's ServiceTrade username and password.
  3. Click on your User Profile on the top right.
  4. Then choose Account Settings.
  5. Click to open the Webhooks section.
  6. Click Add Webhook.
    SF_Initial Account Config Step 6.png
  7. In the Webhook Notification URL box, enter the Connector dispatch listener URL:
  8. Click Save.
  9. Wait a few moments, then refresh the page. Confirm that the status changes from Confirming to Enabled. This may take several minutes to complete. Refresh the page to see updates.

 

Congratulations! 🎉

Once you have completed your initial configuration, you can set up your first form. To learn more about Form Setup, click here.

Was this article helpful?

/

Comments

0 comments

Please sign in to leave a comment.