online-help.platform.features.premier_subscription.connectors.fleetnet.title
FleetNet Connector
Overview
Learn how to setup the FleetNet Connector within your MobiWork account.
Adding the FleetNet Connector
  1. Navigate to your MobiWork account Settings through your User drop-down, located in the top right corner.

  2. Choose the Connectors tab and click Add Connector.

  3. From the provided list, locate the CRM connector "FleetNet".

  4. On the next page, without making any changes, click Save.

  5. You will be presented with the FleetNet Connector Settings page.

  6. In order to see the new "Service Locations" generic entity, users must first Logout of MobiWork (through the User drop-down) and then log back in.


  7. Next, begin adding your Service Locations (See topic below for Adding Service Locations for FleetNet).
Adding Service Locations for FleetNet

Service Locations can be added manually by hand, one-by-one, or through an Excel import/export template.



Adding Service Locations: One-by-One

  1. Navigate to the Service Locations generic entity.

  2. Choose the (+) Add button to add a new Service Location.

  3. Fill in the necessary details of the new Service Location.

  4. Click Add when finished.


  5. This will automatically send FleetNet the Location ID for the Service Location to indicate that the ID can now be used by the client.


Adding Service Locations: Import/Export Template

  1. Navigate to the Service Locations generic entity.

  2. Choose the More Actions button and select Export to Excel.

  3. Your web browser will download a GenericEntity_Export.xlsx Excel file; Open it.

  4. Following the same format as any other import/export file in MobiWork, fill in all the information for every Service Location that needs to be added based on the column headers.

    • ID: Leave this blank; MobiWork will fill in this information after import.
    • Option ID: Leave this blank; MobiWork will fill in this information after import.
    • Name: (required) - The name you will be giving the Service Location.
    • External ID: Leave this blank; MobiWork will fill in this information after import.
    • Lat/Lon: (optional) - Add the latitude/longitude coordinates of the location.
    • Address: The address of the Service Location.
    • City: The city of the Service Location.
    • State: The state of the Service Location.
    • Zip: The zip code of the Service Location.

  5. Once you have added all your information to the Excel file, Save it.

  6. Back in MobiWork, again choose the More Actions button, now selecting Import From Excel.

  7. Using the Browse button, find your spreadsheet and attach it or simply drag-&-drop your file into the outlined field shown.

  8. Choose Import.

  9. Review the list of Service Locations recognized by MobiWork. If everything looks good, click Submit to bring in your list of service locations.

    • IMPORTANT: Only click the Submit button one time. Clicking more than once may result in duplicate entries.

  10. You should now see a "Service Locations Import Confirmed" page showing you the results of your import.

    • You'll see an overall recap of the import at the top (showing how many locations were created, skipped, etc.), along with a breakdown of each entry's results on the bottom.
    • If only some of your imported records are shown, use the page navigation buttons on the lower right of the records to move to other pages or records.

  11. Click Done to return to the list of Service Locations; you'll see the results of the import reflected here.

Using the FleetNet Connector

Once setting up the FleetNet Connector, learn how FleetNet work orders are created and managed.

  1. To start, FleetNet will send providers a service request.

  2. Once the request is sent, a FleetNet work order is created with the custom status of "FleetNet Request Open".

  3. The provider must reply within 10 minutes if they want to accept this job. To accept, the client must do the following:

    • Must edit the custom field labeled ETA with how long it will take to action this job (in minutes).
    • Must change the custom status of the work order to "FleetNet Ready to Dispatch".


  4. FleetNet will either choose to accept or decline your response:

    • If accepted, FleetNet will change the work order custom status to "FleetNet Dispatching Technician".

    • If declined, FleetNet will change the work order custom status to "Canceled by FleetNet".

  5. If your proposed ETA is accepted by FleetNet, the client must then assign/dispatch and start the job.

KEEP IN MIND:

  • Service requests can be sent to multiple providers by FleetNet; FleetNet chooses the one with the best ETA provided to them.

  • If the client takes longer than 10 minutes to respond, FleetNet will automatically cancel the service request and mark the custom status as "CanceledbyFleetNet".

  • Clients can choose to decline FleetNet service requests if they do not have a technician available for the job by changing the custom status to "Canceled by Our Company" and not filling out the ETA field.