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| Online resources: | | Online resources: |
| * Browse a [https://www.resco.net/library/ library of checklists, forms, and reports] that you can download and use in your organization. See [[How to use a template from the Resco Template Library]] to get started. | | * Browse a [https://www.resco.net/library/ library of checklists, forms, and reports] that you can download and use in your organization. See [[How to use a template from the Resco Template Library]] to get started. |
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| == Backend integration ==
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| Resco Inspections performs excellently with our proprietary CRM solution, [[Resco Cloud]], but it can also be natively integrated with Microsoft Dynamics 365 and Salesforce. Additionally, we provide an API for integration with third-party systems.
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| === Resco Inspections on Resco Cloud ===
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| Resco Inspections works best on the dedicated inspections cloud. Use a web browser to connect to your organization.
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| # Go to <code><nowiki>https://inspections.resco.net/<your organization></nowiki></code>.
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| # Log in to your organization using the email and password you used for registering the organization.
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| # Click '''Log in''' to access the landing page: [[Manager's experience]] for Resco Inspections.
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| === Resco Cloud ===
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| To access inspections features on your classic Resco Cloud, use a web browser to connect to your organization.
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| # Go to <code><nowiki>https://rescocrm.com/Login.aspx</nowiki></code>.
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| # Enter your organization name, email address, and your password.
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| # Click '''Log in'''.
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| To integrate Inspections feature into an existing Resco Cloud project
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| # Go to your Resco Cloud organization as described above.
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| # Start [[Woodford]] from the [[Resco_Cloud#Resco_Cloud_landing_page|landing page]].
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| # Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
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| === Microsoft Dynamics ===
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| # Log in to Microsoft Dynamics 365.
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| # Start [[Woodford]]. If you have not used it before, you can find the detailed guide on how to download and import Woodford into your Dynamics 365/CRM [[Woodford#Microsoft_Dynamics|here]].
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| # Enable inspections as described [[Inspections#Configuring_in_Woodford|here]].
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| See also a [https://blog.resco.net/2019/02/14/resco-inspections-for-microsoft-dynamics-365-start-building-your-first-questionnaire/ detailed blog post] describing this procedure. {{Badge|Blog}}
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| We have also prepared a dedicated page to guide you through the process of setting up and using '''[[Resco Inspections on Dynamics 365]]'''.
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| === Salesforce ===
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| # Log in to your Salesforce server, go to the [https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000E9TXuUAN AppExchange] and install the [[Resco managed package]] to the Salesforce organization in which you want to run Resco Inspections.
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| # Log in to the [[Resco for Salesforce]] website.
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| #* Production: [https://salesforce.resco.net salesforce.resco.net]
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| #* Sandbox: [https://salesforce-test.resco.net salesforce-test.resco.net]
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| # Start [[Woodford]].
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| # Click '''Update''' to download your custom settings to Woodford.
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| # Open a default [[app projects|project]] called Inspections and click '''Validate''' to verify that your organization's metadata are compatible with settings in the default project.
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| #: <small>Depending on your Salesforce customization, there is a possibility that some standard fields on Account, Contact or Event objects will not be enabled in your organization, so just remove them from Views or Forms to resolve the warnings.</small>
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| # Customize the project as needed and publish it.
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| See also a [https://blog.resco.net/2019/05/07/resco-inspections-for-salesforce/ detailed blog post] describing this procedure. {{Badge|Blog}}
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| When you use Inspections without custom objects on Salesforce, the following limitations apply:
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| * Question data are stored on Resco Cloud and not available in Salesforce UI.
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| * Binary questions (e.g. images and signatures) are not supported.
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| * Data migration from Resco Cloud to Salesforce is not supported.
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| * Resco Cloud data will not be available in the app once you install the Resco Managed Package and update metadata.
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| Salesforce users without admin rights need the appropriate permission to access Inspections features, see [[Getting_started_with_Salesforce#Grant_permissions_to_non-admins|Grant permissions to non-admins]].
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| === SAP ERP ===
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| [mailto:sales@resco.net?subject=Connector%20for%20Resco%20Inspections:%20SAP Contact Resco] for information about connecting to your ERP and working with your data.
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| === API ===
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| * [[Questionnaire OData service]]: a read-only [https://www.odata.org/ OData v4] API service for accessing questionnaire results
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| * [[Resco CRM Connector]]: a universal REST API to [[Resco Cloud]]
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| == Inspections using a smartwatch == | | == Inspections using a smartwatch == |