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To set up the Building Optimization Broker integration, you will need to enter the information that is provided by Key2Act. This setup allows Schedule to obtain a list of "Requested" service calls. Once your dispatcher accepts the request and creates a new Signature service call, Schedule sends a status update to the Building Optimization Broker to change the service request to Accepted. This section displays if you have installed the Key2Act ERP Agent.

  1. In Schedule, select the Hamburger menu  and then select Settings.
  2. Scroll down to Building Optimization Broker Settings.
  3. Enter the following information provided by Key2Act:
    • Serial Number
    • Authorization
    • User Pool ID
    • Client ID
    • Integration URL
  4. Select Save.