The Challenge
In field service operations, rushing a job into the system without proper verification leads to costly mistakes:
- Wrong customer assigned — Technicians arrive with incorrect contact or billing information
- Invalid site location — Jobs created with unverified addresses cause missed appointments and wasted travel
- Incomplete job details — Missing specifications mean technicians arrive unprepared
- Skipped quality checks — Pressure to dispatch quickly leads to bypassing important validation steps
- Rework and disputes — Inaccurate job records create downstream invoicing and compliance problems
Yet building in manual approval steps slows everything down, creating a frustrating trade-off between speed and accuracy.
The Autohive Solution
The Fergus integration on Autohive enables a structured, automated multi-step job setup process that enforces quality without adding friction.
Step 1: Create as Draft
When a new job request comes in, Autohive automatically creates it as a draft in Fergus. This placeholder captures core information while leaving room for validation — nothing is committed to active dispatch until checks are complete.
Step 2: Validate and Update
Autohive verifies the customer exists in your Fergus database, confirms the site location is valid, and populates the full job specification — customer ID, site ID, job description, and any required details. The draft is updated with validated, accurate information.
Step 3: Finalize When Ready
Once all verification passes, Autohive finalizes the job — converting it from draft to active status in Fergus. Supervisors can configure approval triggers, or automation can finalize immediately upon successful validation.
Benefits
- Accuracy without slowdowns — Validation happens automatically in the background, not through manual review queues
- Consistent job quality — Every job follows the same structured process, regardless of who initiated it
- Supervisor confidence — Quality gates are enforced automatically, reducing the need for manual audits
- Technician preparedness — Field teams receive complete, accurate job details before dispatch
- Reduced rework — Catching errors before finalization prevents costly mistakes in the field
How It Works
- Job request received — A new service request arrives from any intake channel
- Draft created in Fergus — Autohive creates a draft job with available core information
- Customer validated — Autohive searches Fergus to confirm the customer exists and retrieves their ID
- Site confirmed — Available sites are listed and matched to the correct job location
- Draft updated — The job draft is enriched with validated customer ID, site ID, and full job description
- Finalized on approval — Once all checks pass (automatically or via supervisor sign-off), the job is finalized and ready for dispatch
Getting Started
- Sign up at app.autohive.com
- Connect your Fergus account from the Fergus integration page
- Configure your validation rules (customer lookup, site confirmation, required fields)
- Set up your approval or auto-finalization trigger
- Deploy your structured job setup workflow and eliminate errors before they reach the field
