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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

Please see the BOB online document for information about Configuring the FSM Integration. 

Step 3: Install and Configure Map2BOB on the Service Machine

Please see the Map2BOB 2021 (1.1) 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.

Step 4: Link/Track ERP Entities and BOB Entities with Map2BOB in Signature

Please see the Map2BOB online user guide for the following:

Step 5: Enable BOB Dashboard in MobileTech

If you are using MobileTech 8.5 or higher, you have the option to add the BOB dashboard and tabs that display the Health Monitor information from Building Optimization Broker. Please see the MobileTech documentation for information about the Building Optimization Broker Settings. For more information about viewing the Health Monitor information in MobileTech Help, see BOB Dashboard and Tabs.

Step 6: Set Up Advanced Communications (optional)

Building Optimization Broker Advanced Communications 

You can use Advanced Comms to enable or disable email communications with Building Optimization Broker Clients when changes are made in Service Requests and you've selected to notify the client. Notifications are sent to both the requester, and to the client contact on the service request (if added), provided the Client has notifications enabled. In the Building Optimization Broker documentation, see Working with Advanced Communications.

Signature Agent Advanced Communications

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

Step 7: Review Schedule User Guide for Processing Request Information

If you are using Schedule to create service calls from service requests in Building Optimization Broker, see Processing Service Requests from Building Optimization Broker in the Schedule User Guide for more information about viewing, accepting, or rejecting service requests.

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