System Requirements

• Building Optimization Broker

• Map2BOB 1.1

• MobileTech 8.5 or later (optional)

• Schedule 4.6 or later

• Signature 2018 R4 or later

• Signature Agent 2.4 (optional)

Step 1: Create the FSM Integration

Please see the Building Optimization Broker (BOB) online documentation for information about Creating an FSM Integration.

Step 2: Configure the FSM Integration

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Step 3: Install and Configure Map2BOB on the Service Machine

Please see the MAP2BOB11 online the Map2BOB online user guide for installation and configuration information. The BOB credentials in Map2BOB are shared with BOB Settings in MobileTech 8.5 or higher and Schedule 4.6 or higher.

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Please see the Map2BOB online user guide for the following:

• Mapping Locations and Sites

• Mapping Customers and Clients

• Mapping Contacts

• Mapping Equipment

Step 5: Enable BOB Dashboard in MobileTech

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You can use Signature Agent Advanced Communications to update customers about appointment and service call updates within Schedule. For more information, see the Signature the Signature Agent 2.4 documentation.

Step 7: Review Schedule User Guide for Processing Request Information

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