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/.
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The user who is entering the Quadra parameters must have the sysadmin server role. This user does not have to be a 'sa' user. |
Set Up Quadra Integration Information
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- In MobileTech Admin, go to Tools > Refresh Lookups.
- Scroll down and mark Quadra Recommendation Template.
- Select Refresh.
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Please contact ERTH to set up the Quadra Recommendation Sync Process at https://www.thinkquadra.com/contact-us/. |