Trane offers an Elite Dealer Program that offers a selection of benefits to choose from, one of which is partnering with a preferred Field Service Management (FSM) provider such as Service Fusion. With this partnership, Trane will push leads to users of those preferred FSM providers, creating business for both Trane and their elite dealers. If you are a member of Trane's Elite Dealer Program, the below is a step-by-step guide on how to directly integrate your Service Fusion account with Trane to receive those leads.
If you are not a member of the Trane Elite Dealer Program and want to learn more, please see their website here for more information.
To access and integrate Service Fusion with your Trane Elite Dealer login, go to My Office > Integrations.
Once on the Integrations page you will see all available integrations at that time. To integrate with Trane you will click on the Trane Integration card under the Leads section.
Upon clicking on the Trane Integration card you will see a summary of what Trane does. If you are not currently a Trane Elite Dealer you can click on Visit Website to gain more information and sign up for their Elite Dealer Program if that is of interest to you and your business.
Click the Install button to continue.
The next page will take you to step 02: API where you will be prompted to enter your Trane Dealer GUID. This is a unique ID assigned to your Trane Elite Dealer profile. If you are being onboarded with the help of a Service Fusion team member they will have this GUID available; if you are not being onboarded by a team member and do not know your GUID please contact the support@servicefusion.com email for assistance.
Once you have entered your Trane GUID click Submit. You will see a confirmation message of Integration Enabled under the GUIDD field.
Please note that Service Fusion will not verify if this ID is correct on this step and you will be allowed to continue if an incorrect ID is entered.
To continue, please click Next Step in the bottom right corner.
The next page will direct you to step 03: Configure. On this step you will be asked to choose how you want any lead that Trane sends you to populate into your Service Fusion account.
You will be able to choose if the lead is created as an Estimate or a Job as well as select the status and substatus it is created under. All leads sent by Trane will be tagged with a "Trane" Referral Source (estimates) or Job Source (jobs). A referral source for Trane will be created for you on step 04: Matching Records.
Once you have selected how Trane leads will be populated in Service Fusion, click Next Step to be taken to the second page of Step 03: Configure to the status mapping section.
Depending on your selection on the previous step, you will need to either map all of the estimate and job statuses in your Service Fusion environment (if you selected leads to be created as Estimates) or only map the job statuses (if you selected leads to be created as Jobs).
Trane will periodically check the progress of the leads sent to your Service Fusion environment via API. Each lead can fall under 1 of the 7 statuses listed in the left column above. To best update Trane of each lead's status, you must appropriately map your existing estimate and/or job statuses to one of the seven Trane Lead Statuses.
Below is a description of each Trane Lead Status to help you determine what statuses should be mapped appropriately. This description is also in the tooltip next to each status.
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Accepted by dealer - company/dealer has accepted that they will contact the homeowner to providing a quote for service
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Declined by dealer - company/dealer will not reach out to the homeowner or has reached out and determined on their end the homeowner is not a good fit
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Diagnostic Appointment Scheduled - company/dealer and homeowner have decided on a date, time, (and potentially a diagnostic fee) for a technician/sales professional to visit and determine the cause of the problem and associated repairs
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Appointment Scheduled - company/dealer and homeowner have decided on a date, time, and price for a technician to resolve their issue based on the provided quote
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Quoted - company/dealer has run a diagnostic and created an estimate (or multiple estimate options) for the homeowner to choose from
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Installed/Invoiced - homeowner has been visited, a service has been performed, and they have received an invoice for said services
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Homeowner Declined - homeowner has determined the company/dealer is not a good fit or communication has been lost
Please note that ALL Service Fusion statuses must be mapped to a Trane Lead Status and you will not be able to continue until all have been mapped (this includes custom estimate/job statuses as well).
Once you have mapped all Service Fusion statuses to the Trane statuses, click Next Step to be taken to step 04: Matching Records.
Step 04: Matching Records is an optional step to help consolidate the referral source(s) for Trane. As previously mentioned we will automatically create a "Trane" referral source for you so all leads from Trane are easily tagged and searchable.
If you have an existing "Trane" referral source, this step will allow you to merge the existing referral source to the new "Trane" referral source we have automatically created for you by doing the following steps:
- Select the existing "Trane" referral source checkbox on the far left column
- Once all "Trane" referral sources are selected click the "Merge Selected" button in the table header
- You will see the existing "Trane" referral source along with a description of that referral source and all jobs and estimates with that referral source
- Click Merge # Referral Sources to merge them together. Please note that the newly created referral source will become the primary and sole "Trane" referral source and all existing estimates and jobs with a previous "Trane" referral source will inherit the newly created "Trane" referral source
If you do not have an existing referral source for Trane you can skip this step. To view your existing Referral Sources, please go to My Office > Referral Sources.
Once the new "Trane" referral source is created (and any others were merged into it) you can see the new referral source on that page. The new referral source will be labeled as "Linked Integration" to let you know this was created from the Integrations page. You will not be able to edit or delete this referral source but it will automatically disable should you disable your Trane Integration.
Once you have completed your Trane integration process you will be directed back to the Integrations page and notice a few changes.
- The Trane Card will now read "Installed" and have a green border
- On the left hand side you will have a new column for Active Integrations and Trane listed below
If you ever need to make changes to what was selected during the integration sign up, click on the Trane option under the Active Integrations column. Here you will be able to change how leads are created (Estimate vs Job) and what status and substatus they are created under.
If you decide you no longer wish to receive leads from Trane, you will have to complete two steps:
- Contact Trane regarding your Elite Dealer program status
- Click Disable next to your GUID
- You will receive a warning message stating that leads will no longer be sent to Service Fusion
In the event that you accidentally disable your Trane Integration, you can repeat the steps outlined in this article to re-integrate with Trane.