Davisware GE/RFS Blue Integration

The XOi/GE/RFS Blue integration is designed to create a seamless technician experience between the two applications. The integration simplifies the process while empowering the technician with the full value that XOi has to offer. 

Value for Technicians

• Internal/External Transparency
• Eliminates Manual Note Taking
• Simplistic Mobile Technician Experience
• Access to OEM Documentation

Information that passes from GE/RFS  to XOi

• Work Order #, Customer, & Location

Information that passes from XOi to GE/RFS

• AI Work Summaries
• Step Notes
• Public and Entire Job Share Links

Integration Setup Requirements

All users must have matching emails in RFS and XOi for the integration to work properly. These emails must be lowercase and valid in both applications. 

If the emails do not match, the user will receive a deep link error when moving from RFS to XOi. 

AI Work Summaries & Step Notes can pass back to various places within RFS Blue. Admins will need to add integration traits to each workflow step to establish where that information should pass.

Integration Trait	RFS Location
davis_wonote	SO Comments
davis_schassignnote	SO Comments
davis_equipnote	Service Comments
davis_labornote	Bill Comments

 

These are the main integration traits, but mapping is fully configurable. Traits can go to fields like “SO Comments,” “Bill Comment,” “Schedule Comment,” “Labor Comment,” “Equipment History,” or the Activity “Notes” section based on the integration step.

 

Integration Walkthrough

The  integration begins in the RFS Blue Mobile Application. 

Find the Your Call you would like to begin and select to change the status. 

Select Travel right before you begin traveling to the customer's location. 

When you have arrived to the customer's location and are ready to begin working select Start. 

You will be prompted to launch the XOi application. Select Yes. 

   

Work Order #, Customer, & Location

This information will be passed over to XOi after dispatch. By selecting Yes on the prompt you will be taken directly to the Job Info screen where you can review this information.

Note: The integration will check for existing XOi jobs that match this information. If a match is found, the call will be attached to the existing XOi job to avoid creating duplicates.

After finishing the workflow(s), the information will be passed back to RFS Blue automatically. There’s no need to manually complete the job in XOi—this is handled by the integration.

To return to RFS Blue and complete your call, select the icon in the top left corner of the My Work screen.

Information that passes from XOi to GE/RFS Blue

AI Work Summaries & Step Notes 

RFS Blue Mobile Application: Step Notes and Ai Work Summaries may appear in areas like SO Comments, Bill Comment, Schedule Comment, Labor Comment, Equipment History, or the Activity Notes section, depending on how the workflow step is configured by the admin.

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Global Edge: Step Notes and AI Work Summaries may appear in areas like SO Comments, Bill Comment, Schedule Comment, Labor Comment, Equipment History, or the Activity Notes section, depending on how the workflow step is configured by the admin.

Public and Entire Job Share Links

RFS Blue Mobile Application: The File Room will have two records. The first one will be the Entire Job Share Link. This will have all details of the XOi job in it as should only be used for internal purposes. The second link that states Customer will be a Public Share link. This is to be given to your customers with only the public facing information in it. 

Global Edge: The File Room will have two records. The first one that states Customer will be a Public Share link. This is to be given to your customers with only the public facing information in it. The second link will be the Entire Job Share Link. This will have all details of the XOi job in it as should only be used for internal purposes.

Multiple Contributors

The first technician assigned to the job—through the schedule record in GE—is considered the job owner. This technician is the only one who can close the job in RFS Blue.

Any additional technicians added to the same schedule record are not job owners. Instead, they will receive what’s called a “Contribute to Job” deep link. This link allows them to access the existing (incomplete) job and add their own workflow to contribute their portion of the work. However, they will not have the ability to close the job.

Additional Information

This integration is an additional feature, please speak to your Customer Success Manager to learn more.