Discussions
The customer experience
- Can the "create work order" user experience (for a client) be granted to me? Would that experience differ between clients or do they all have the same UI ?
- If not, any guidance on how I might obtain approvals for this would be appreciated.
- Is there a way create a new or customize an existing work order field value (set by a client) so I can map it to our integrated platform to better categorize and route work order requests from Corrigo to the correct team.
- Specifically, it's the "type of work" being requested of my company
Where can we get the Location Id for the customer?
Branch Ids seems to be customer ID in the below example, where can we get the Location Id for the customer?
What is "Id" in the below customer API response?
Adding Tax to the ServicePro Quote/ Invoice
How does tax get added to the quote submission through the API? Does a tax line item need to be configured into the ServicePro price list, or can the tax calculation be automated through the API?
Identifying if Customer Requires WO Verfirication prior to invoice submission
How can CPD check customer settings for required work order verification?
Invoice Submission Error
Receiving the following error for CPD invoice submission:
POST /api/refrigerant/add – CylinderId vs ExternalCylinder
In Mode 1, if TypeId is 7 (Add Refrigerant), I need to provide a CylinderId.
If CylinderId is set to 0, then I must provide a value for ExternalCylinder (as a string).
API Throttling/Timeout
We've had an ongoing issue where the Corrigo API will habitually time out, giving no response at all, seriously hampering our process.
Is there some kind of rate/request limit attached to the Corrigo Pro API? Or does it throttle after a certain number of requests?
API question
Do we turn on/off the Corrigo API at the Site level ? all customers in the site ?
a. No customer approval to bring their data through the Corrigo API ?
API access to PM
question about the API’s access in regards to PMs. I know we can access the PM task list through the API, but can we also access things like schedule date?
Asset/Location Sync
We’re integrating Corrigo with our internal system and want to ensure consistent mapping of locations and assets across both platforms. What’s the recommended approach for keeping Corrigo’s location and asset data in sync with downstream systems? Specifically: