Special Instructions for Using QuickBooks Desktop Connector with Service Pro

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Setting Up Your Sage Connector to Display Order Status from Service Pro

This presumes you have also setup a Connector account to Service Pro.

In Sage 100

  • Navigate to Custom Office | Main | User-Defined Field and Table Maintenance
  • Double-Click on Sales Order
  • Right-Click on SO Sales Order Header, then select Edit Fields
  • Click green add field button on the right
    • SO_SalesOrderHeader : Add Field will popup
    • Field Name Service Pro Order Status (will change to UDF_SERVICE_PRO_ORDER_STATUS and set Description to Service Pro Order Status). Note: this field name must be annotated this way due to the way this process is coded.
    • Click OK
    • On the next popup, select Multiline on the Control Type with Maximum Length of 50
    • Click OK
  • Now navigate to Sales Order | Main | Sales Order Entry
    • Right click in the grey area next to the Order Type dropdown list and click Panel Settings > Customizer...
    • Choose the User and Company to apply the customization to and click OK
    • Select the Add Field option in the Customizer popup
    • Now drag and drop new field to where you want it on the order entry screen (We typically put it to the right of Batch Fax).
    • On the Field Selection popup that appears, locate the UDF_SERVICE_PRO_ORDER_STATUS field that you just created, click on it, then click on Select.

      • Note that this also created a label (Service Pro Order Status) but that label was hidden under another field (specifically the **Sage CRM Customer** field) that we had to find by moving this field out of the way, selecting and relocating the label, then relocating the original field to its original position.
    • Finally, click on Panel | Save
  • Orders generated in Service Pro will be pulled down to Sage with a Status of Open. When that order is completed in Service Pro and the connectors is run, this order will be updated in Sage to Completed.
Setting Up Your Sage Connector to Send Orders to Service Pro

This presumes you have also setup a Connector account to Service Pro.

In Sage 100

  • Navigate to Custom Office | Main | User-Defined Field and Table Maintenance
  • Double-Click on Sales Order
  • Right-Click on SO Sales Order Header, then select Edit Fields
  • Click green add field button on the right
    • SO_SalesOrderHeader : Add Field will popup
    • Field Name - Send To Service Pro (will change to UDF_SEND_TO_SERVICE_PRO and set Description to Send To Service Pro). Note: this field name must be annotated this way due to the way this process is coded.
    • Click OK
    • On the next popup, select Check-Box on the Control Type
    • Click OK
  • Now navigate to Sales Order | Main | Sales Order Entry
    • Right click in the grey area next to the Order Type dropdown list and click Panel Settings > Customizer...
    • Choose the User and Company to apply the customization to and click OK
    • Select the Add Field option in the Customizer popup
    • Now drag and drop new field to where you want it on the order entry screen (We typically put it to the right of Batch Fax)
    • On the Field Selection popup that appears, locate the UDF_SEND_TO_SERVICE_PRO field that you just created, click on it, then click on Select.
    • Finally, click on Panel | Save
  • Orders that have this field checked will, when the the Connector runs, be pushed up to Service Pro.
Miscellaneous Items in Sage Into Service Pro

Miscellaneous items will come into BirdDog with a Service Pro type of Unassigned. These will not move to Service Pro until they have a type assigned to them. To do this with Enterprise for Windows, follow these steps:

  • Maintain | Items
  • Plugin in the Item name, complete with / at the beginning. So the miscellaneous item MAINT would be /MAINT in BirdDog.
  • In the menu, you'll note that you default to Long Description. On the far right click the > button until you see the Integrations tab, then click on it.
  • Set the Service Pro Type DDL to the appropriate item type.
  • Click OK.
  • Repeat as necessary for other miscellaneous items.

In the event that you no longer want a task from a Miscelleanous item that you've set up this way, simply change the Service Pro type back to Unassigned using the method noted above. The next time that you run connectors, the system will delete that item from Service Pro.

Comment items are a special example, however, as there is no equivalent in Service Pro. Set these (including /C, the default Comment item) to Task using the above steps.