The Challenge
Modern field service operations pull work orders from multiple external systems — CRMs, scheduling platforms, customer portals, and email. Each source uses its own customer identifiers, and matching them to the correct Fergus records is a persistent problem:
- Duplicate customer entries — Jobs created without proper lookups generate new customer records instead of linking to existing ones
- Wrong site associations — Unverified site IDs cause jobs to be linked to incorrect locations, sending technicians to the wrong address
- Broken data integrity — Incorrect customer_id and site_id values cascade into reporting errors, invoicing problems, and compliance gaps
- Manual reconciliation — Teams spend time after the fact cleaning up mismatched records rather than delivering service
- Integration failures — Automated workflows that skip validation create more problems than they solve
The Autohive Solution
The Fergus integration on Autohive builds customer and site reference resolution directly into your job creation workflow — so every job is correctly linked before it’s ever created.
Customer Search and Matching
When a job request arrives with a customer name, Autohive searches your Fergus customer database to find the matching record. The correct customer_id is retrieved and used in the job — preventing duplicate entries and ensuring accurate customer association.
Full Customer Profile Retrieval
Once the customer is identified, Autohive retrieves their complete profile from Fergus — validating contact information, billing details, and account status. This ensures the job is linked to a verified, active customer record.
Site List and Location Confirmation
Before finalizing job location, Autohive lists the available sites from your Fergus account and matches the incoming location data to the correct site. The verified site_id is applied to the job, ensuring technicians are directed to the right address.
Benefits
- Zero duplicates — Every job links to an existing customer record, never creating unnecessary new entries
- Accurate job data — Correct customer and site associations from the start eliminate downstream errors
- Automated integrity checks — Validation happens as part of the workflow, not as a manual cleanup step afterwards
- Faster job creation — Lookups happen in seconds, adding validation without adding delays
- Reliable integrations — External systems can push job requests confidently, knowing Autohive will resolve the correct Fergus IDs
- Cleaner reporting — Accurate customer and site data produces reliable operational and compliance reports
How It Works
- Job request arrives — An external system (CRM, scheduling tool, customer portal) triggers a job creation request with customer name and location
- Customer searched in Fergus — Autohive queries Fergus by customer name to find the matching record
- Customer profile retrieved — Full customer details are retrieved and validated to confirm the correct match
- Sites listed — Autohive retrieves available sites from Fergus and matches the incoming location to the correct site record
- IDs confirmed — Verified customer_id and site_id are extracted and ready for job creation
- Job created with correct associations — Autohive creates the job in Fergus using validated IDs, ensuring accurate linkage from the start
Getting Started
- Sign up at app.autohive.com
- Connect your Fergus account from the Fergus integration page
- Configure your external data source (CRM, scheduling system, customer portal, or webhook)
- Set up customer search and site lookup steps within your job creation workflow
- Deploy and start creating jobs in Fergus with verified, accurate customer and site associations every time
