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Install the Quadra Field Quoting Integration (optional)

Install the Quadra Field Quoting Integration (optional)

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 Field Quoting application, see https://www.erthcorp.com/quadra-field-quoting-new/.

Use the steps below to install the Quadra Field Quoting integration with MobileTech. 

Running the configuration script

  1. Locate and unzip the Create Quadra Objects.zip file found at C:\Program Files (x86)\Signature\MobileTech\Admin\Scripts\Integrations.
  2. Open Microsoft SQL Server Management Studio (SSMS).
  3. In Microsoft SSMS, open the Create Quadra Options.sql script file and complete the following steps:
    1. Replace the {company-db} text with your company database name such as TWO. e.g. USE [{company-db}] --> USE [TWO].
    2. Replace the {orgname} text (3 occurrences) with the actual company database name. e.g. {orgname}_RESCOXRM --> two_RESCOXRM.
    3. Replace the {quadra-db} text (2 occurrences) with the actual Quadra database name. e.g. {quadra-db}..mfq_recommendationTemplates --> QUADRA..mfq_recommendationTemplates.
    4. Set the @QuadraAPIKey variable that was issued by ERTH.
  4. Execute the Create Quadra Options.sql script.