When a ServiceMonster job is scheduled, a Seal Mail for the assigned contractors will be automatically sent to the customer.
When a ServiceMonster job is marked as complete, a Review Request can be automatically sent to the customer. If enabled, this will send review requests to all customers and is not selectable per job.
Contact your The Seal account rep and let them know you plan to enable the ServiceMonster integration for your account
While the ServiceMonster integration is enabled by you via the ServiceMonster App Marketplace, we request that you contact your The Seal rep before you enable ServiceMonster integration, and provide an email address for integration-related information and error delivery.
To enable The Seal to send dispatch and reviews for the correct employees, we must first link the ServiceMonster employees to The Seal employees. This requires that the The Seal employee ID is set to the ServiceMonster employee ID.
On ServiceMonster, click on Settings at the bottom of the screen, then Employees & Users
For each technician in ServiceMonster to be mapped in ATS, right click on the Technician name and select ‘Copy link address’ (these words will vary slightly depending on the browser used, the example shown is Google Chrome).
In a text editor, such as Microsoft Word, paste the value copied in the previous step. This can be done using the ctrl and v keys, or right click and paste. The value will look something like this:
The employee ID is highlighted in red here for you to see.
On the AskTheSeal PIER Roster page click on ‘SET’ link below the employee ID value:
Enter the value recorded from the previous step into the ‘Partner Employee ID’ field of popup window:
Click Save Employee ID. Repeat this for each employee being mapped.
To enable the ServiceMonster integration on the ServiceMonster side, you’ll need to complete the registration process using their App Marketplace.
While logged into the ServiceMonster website, click on the Marketplace tab.
Type ‘The Seal’ into the search box, and then click the Link icon in the lower right corner
of the tile.
Click on the Configuration Tab, and then on the ‘Go to the TheSeal website…’ link.
If you’re not already logged into AskTheSeal, you’ll first be prompted to login, and then presented with the following page. Click the ‘Register My Account’ button to proceed.
If successful in linking your accounts, you’ll see this message:
You will need to create a standard script for all Seal Mail sent by the integration, and if enabling Automated Review Requests, you’ll also need to create a Review script. The scripts must have specific names for successful dispatch and review actions, and are as follows:
Seal mail: APIScheduled
Review Requests: APIReview
While logged into the AskTheSeal website, click on the Manage menu and then Manage Scripts.
Click ‘Add new script’ at the bottom of the page to create a new Seal Mailscript.
Enter the script name as APIScheduled, and add your desired text, and save the script.
The current macros are supported:
If you have enabled automated review requests, repeat the previous steps to create a new Review Request script named APIReview with the desired text. The same macros are supported for Review scripts.
In addition to automated dispatches when jobs are scheduled, a review request can be automatically sent to your customer when you complete a job in ServiceMonster. You must enable automated review requests separately on the AskTheSeal website.
While logged into the AskTheSeal website, click on the Manage menu, then Review Requests, and finally Send Review Request.
At the top of the page, check the box next to ‘Enable ServiceMonster Auto Review Sending’ to enable or disable this feature.
From the Manage menu of Ask The Seal, choose ‘My Profile’
On the profile page, locate the ‘Partner Integration’section.
Change ‘API Enabled’ from No to Yes and then save the settings using the ‘Submit’ button the top or bottom of the page.