Introduction

The Work Management Web Services are services that allow external systems (for example CRM systems) to interface with GeoManager for the purpose of creating tasks and managing the assignment and dispatch of them to your mobile workforce.

These services provide a programmatic alternative to manually uploading CSV files that contain tasks and schedules to GeoManager.

You can also use the services to create your own applications, such as Trimble’s own mobile web client and FieldMaster Technician.

About this documentation

This documentation is divided into two sections.

  • The first section (this one) explains the key features and concepts that you need to understand before getting started with the Work Management Web Services. It includes an overview of each service, along with details of the specific programming concepts that are involved. It also contains example code that shows how to use the services.
  • The second section contains detailed reference documentation for each service.

About the Work Management Web Services

Web services are networked resources whose functions and logic are accessible using standard internet protocols and data formats such as Hypertext Transfer Protocol (HTTP), Extensible Markup Language (XML), and JavaScript Object Notation (JSON). They offer “black box” functionality that can be reused without worrying about how the service itself is implemented.

Applications that use a web service can be implemented on any platform, and in any programming language, as long as they can create and consume messages defined for the service interface.

The Work Management Web Services allow external systems, such as CRM systems, to create, update, and cancel tasks, and to assign and dispatch them to mobile workers.

The services fall into these categories:

  • Job Management
  • Schedule Management
  • Customer Configuration
  • Employee Absence

For further information about programming with the Work Management Web Services, please refer to the following sections:

Job Management

The Job Management services provide interfaces that allow external systems to connect to GeoManager, and to:

  • Create and update tasks.
  • Cancel tasks.
  • Fetch task details.
  • Retrieve a list of tasks that have been closed or changed during a specific time period.
  • Close tasks.
  • Set and retrieve the list of parts that are associated with a particular task.

Note

Some of the Job Management services are SOAP-based (they use the Simple Object Access Protocol), while some follow the Representational State Transfer (REST) architectural style. Refer to the Reference section for more information.

Schedule Management

The ScheduleManagement Service provides a SOAP-based interface that allows CRM systems to assign and sequence work to employees (members of your mobile workforce). Specifically, it allows these third-party systems to:

  • Assign tasks to employees.
  • Unassign tasks from employees.
  • Dispatch tasks to employees.

Customer Configuration

The Customer Configuration Service follows the REST architectural style. It provides an interface that allows third-party systems to:

  • Get the list of employee capabilities that are currently configured for a GeoManager account.

Employee Absence

The Employee Absence Service follows the REST architectural style. It provides an interface that allows third-party systems to:

  • Create, retrieve and delete in-day periods of absence for employees.

Refer to the Reference section for more information.