Setting Up Azuga Integration

Derek Torres
Derek Torres
  • Updated

Azuga Fleet + ServiceTrade Integration Setup Instructions

Note: ServiceTrade does not provide support for Azuga's Integration. You can reach Azuga's support team at (866) 939-3002 or email servicetrade+integration@azuga.com.

The integration between Azuga + ServiceTrade provides users with automated workflows as part of the data exchange between Azuga and ServiceTrade.

Azuga also fetches and receives the following objects from ServiceTrade in real-time:

  • Admins & Technicians
  • Jobs
  • Appointments within jobs
  • Locations
  • Offices

Administrative Setup Instructions

Prerequisites

Must Have

  • Driver (Azuga) and Technician (ServiceTrade) emails MUST match.
  • Drivers must be assigned to corresponding vehicles.
    • If the Techs change vehicles regularly, reach out to Azuga Support. They have multiple options for ensuring your pairing is accurate.
  • In ServiceTrade, an Azuga-specific admin user with the assigned role of Account Admin must be created. The credentials must be shared with Azuga.
    • The Full Name (notusername) of the user will be displayed as sending the Service Link email.

Good to Have

  • For the Service Link to be automatically sent when Tech presses “En Route
    Clock In”, the Customer Location must contain a valid email address.
  • For the Chrome extension, Azuga API key needs to be keyed into ServiceTrade map
    Dashboard.

Integration setup

  1. Email the following information servicetrade+integration@azuga.com
  2. Azuga CID or Customer Name
  3. ServiceTade Account Admin credentials
    • Username
    • Password
  4. If you want to automatically send Service Link emails with an embedded TrackMe link when your Techs choose Enroute Clock-in on the ServiceTrade Mobile App.
    • If yes, send your email address.
    • If no, continue to the next step
  5. For the Distribution of Activity Report please provide the relevant email recipient(s).
  6. Optional: For Chrome extension, the Azuga API key needs to be keyed into ServiceTrade map Dashboard.
    • Note: Technicians MUST refresh ServiceTrade’s mobile app in order to reflect the automated status updates accurately. Simply pull down on the screen when they arrive on site (screenshot).

Integration Capabilities

  • For each scheduled appointment, Azuga creates a geofence around the appointment location and names it based on Location Name, Job ID, and Appointment ID. Example Below:mceclip0.png
  • When a Technician switches the status on the ServiceTrade app to “En-route”, Azuga automatically sends ServiceTrade’s ServiceLink to the appointment/job’s primary contact, using the name and email address provided for integration activation.
  • The Service Link email contains Click this link to track technician’s current location”, allowing the end-user to view real-time vehicle location and ETA to the job. Example Below:

Screenshot_2022-12-08_at_2.05.29_PM.png

  • Enroute Clock Events: When a vehicle enters the Appointment location within +/- 8 hours of the scheduled appointment:
    • the Technician’s “Enroute” status is automatically changed from “Clock In” > “Clock Out”
    • The “On Site” status is changed to “Clock In”
    • Example Below:

Screenshot_2022-12-08_at_2.09.19_PM.png

Important Note: Technicians MUST refresh the ServiceTrade Mobile App in order to reflect the automated status updates accurately.

Integration Flow

User Action Flow Experience
Job and a corresponding appointment created
in ServiceTrade by Office.
Geofence automatically created on Azuga with
name = {{locationName}} | {{jobNumber}} |
{{aptNumber}}
Before departing the location, Technicians click “En Route: Clock In” on mobile app.

ServiceLink is immediately sent to the customer and includes Azuga TrackMe link.

Azuga TrackMe link generated for the vehicle
that the technician (driver) is paired with.

When the Technician arrives to the Job
“En Route Clock Out” and “On Site Clock In”
status ARE NOT automatically updated on the ServiceTrade Mobile App.

The Tech must pull down on the app to update the job status.

Vehicle breach of geofence triggers change of
technician status from “En Route Clock In” to
“En Route Clock Out” and “On-Site Clock In”.

Geofence breach updates job status for the ONE technician assigned to the vehicle.

Upon completion of an Appointment, the Technician clicks “On Site Clock Out” on the ServiceTrade Mobile App.

Nothing happens here by default. No
automation.

Azuga can clock out upon request.

Activity Report

Azuga will send customers a report that provides granular information on every scheduled service
appointment and the status of each automated action. Please note that no integration is perfect,
errors will appear.

This report includes:

  •  Appointment ID
  • Appointment Job ID
  • Quick Link
  • Appointment Status
  • Tech Name
  • Email
  • Tech Found in Azuga
  • Fence Created
  • Fence Result
  • Enroute Clock-Out
  • Enroute Clock-In

Failed results are expected due to the following reasons:

  • The appointment was not scheduled
  • The appointment is not tied to a specific Job #, no geofence is created
  • The technician is not paired with the vehicle within Azuga
  • Technician’s email is not found in Azuga
  • The vehicle did not arrive at the scheduled location
  • The vehicle did not arrive at the scheduled location +/- 8 hours of the scheduled appointment
    time

Note: Geofences are removed from the Azuga Fleet user interface, but are stored internally for future
reporting purposes.

Alternatively, failures can be the result of an API issue from ServiceTrade and/or Azuga, and will be
immediately investigated. Please send email to servicetrade+integration@azuga.com, attach your
Activity Report and the specific instance(s) you believe is the issue.

Google Chrome Extension

 Azuga offers a Google Chrome extension that allows ServiceTrade users to view a combined view of ServiceTrade jobs and Azuga vehicles on the same page.mceclip5.png

Reference: https://support.servicetrade.com/hc/en-us/articles/1500003386161-Using-Service-Link

Note: ServiceTrade does not provide support for Azuga's Integration. You can reach Azuga's support team at (866) 939-3002 or email customercare@azuga.com.

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