Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The MobileTech/Quadra integration allows field technicians to generate Quadra recommendations directly from the MobileTech appointment completion process.  Technicians can then view that recommendation from within ERTH’s Quadra mobile application and turn that into field quotes and future service call work in Signature/MobileTech.

For more information about Quadra Service Call Quoting application, see  https://www.thinkquadra.com/quadra-service-call-quoting/.Image Removed

Set Up Quadra Integration Information

SettingDescription
QuadraDbName

Enter your company database name such as TWO. e.g.

UseQuadra

Select TRUE to use the Quadra integration. The default value is FALSE.

QuadraAPIUrl

Enter the Quadra API URL.

QuadraAPIKeyEnter the Quadra API that was issued by ERTH.

Add the Quadra Template Recommendation

After setting up the information below, you will also need to add the Quadra Recommendation Template in the Refresh Lookups window.

  1. In MobileTech Admin, go to Tools > Refresh Lookups.
  2. Scroll down and mark Quadra Recommendation Template.
  3. Select Refresh.