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 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 (not a username) 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, the Azuga API key needs to be keyed into the ServiceTrade map
Dashboard.
Integration setup
- Email the following information integration@azuga.com
- Azuga CID or Customer Name
- ServiceTade Account Admin credentials
- Username
- Password
- 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.
- Please provide the relevant email recipient(s) for the Distribution of Activity Report.
- Optional: The Azuga API key needs to be keyed into the ServiceTrade map Dashboard for the Chrome extension.
- 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:
- 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:
- 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:
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 |
|
When the Technician arrives to the Job The Tech must pull down on the app to update the job status. |
Vehicle breach of geofence triggers change of 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 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
- 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 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.
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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