TheSeal | Integration Instructions

This guide provides the necessary steps for an AskTheSeal contractor to integrate AskTheSeal dispatch and review functions with ServiceMonster actions. This integration provides the
following functions:

1. When a ServiceMonster job is scheduled, a Seal Mail for the assigned contractors will be automatically sent to the customer.

2. 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.

To enable the ServiceMonster integration, follow these steps:

Contact AskTheSeal Account Rep
Contact your AskTheSeal account rep and let them know you plan to
enable the ServiceMonster integration for your account.
Before You Enable TheSeal integration in the ServiceMonster Marketplace
While the ServiceMonster integration is enabled by you via the ServiceMonster App
Marketplace, we request that you contact your AskTheSeal rep before you enable ServiceMonster integration, and provide an email address for integration-related information
and error delivery.
Map the ServiceMonster Employee ID values to the AskTheSeal Employee ID

To enable AskTheSeal to send dispatch and reviews for the correct employees, we must first link the ServiceMonster employees to AskTheSeal employees. This requires that the AskTheSeal employee ID is set to the ServiceMonster employee ID.
1) In the ServiceMonster management console, click on Settings at the bottom of the screen.


2) Under Management, Select Employees


3) 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).


4) 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:

https://app.servicemonster.net/MyBusiness/Company/Employees/Employee.aspx?sel=Employees_/_Users&employeeID=d10eb740-XXX-XXxX-87c2-93a25f817b96

The employee ID is highlighted in red here for you to see.

5. 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.

Enable the Seal Integration in the ServiceMonster Marketplace

To enable the ServiceMonster integration on the ServiceMonster side, you’ll need to complete the registration process using their App Marketplace.
1) While logged into the ServiceMonster website, click on the Marketplace tab.

2) Type ‘The Seal’ into the search box, and then click the Link icon in the lower right corner
of the tile.


3) Click on the Configuration Tab, and then on the ‘Go to the TheSeal website…’ link.


4) 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.


5) If successful in linking your accounts, you’ll see this message:

Create Seal Mail and Review Scripts

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
1) While logged into the AskTheSeal website, click on the Manage menu and then Manage Scripts.


2) Click ‘Add new script’ at the bottom of the page to create a new Seal Mailscript.


3) Enter the script name as APIScheduled, and add your desired text, and save the script.
The current macros are supported:
%employeefirstname%
%employeelastname%
%customername%
%date%
%time%
%window%


4) 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.

Optional - Enable Automated Review Requests

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.
1) While logged into the AskTheSeal website, click on the Manage menu, then Review Requests, and finally Send Review Request.


2) At the top of the page, check the box next to ‘Enable ServiceMonster Auto Review Sending’ to enable or disable this feature.

Enable the Integration on the My Profile Page of AskTheSeal.com
  1. From the Manage menu of Ask The Seal, choose ‘My Profile’
  2. On the profile page, locate the ‘Partner Integration’section.

  1. Change ‘API Enabled’ from No to Yes and then save the settings using the ‘Submit’ button the top or bottom of the page.

The integration between Service Monster and The Seal is now complete. The Seal will retrieve newly scheduled or completed events at regular intervals. You can monitor the status of Seal Mail and Review mail using the existing reports in the Ask The Seal site.