Set Up QDS with SA

Follow these steps to set up your Quality Driven Surveys (QDS) account with Service Autopilot.

  1. In your QDS account, go to Integrations at the top of the screen.
  2. Make a note of the number in the QDS Account ID field.
  3. Click copy below the Access Token.
  4. In Service Autopilot, go to Settings > Integrations, and scroll down to the QDS section.

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  5. Enter your ID in the QDS Account ID field.
  6. Paste the access token from step 4 into the QDS Secret Key field.
  7. In the Days To Show field, enter the number of days for the survey comments to show in your SA Job Notes.
  8. Next to Surveys, select one of the radio buttons:
    1. Use Automations To Send Surveys – If you have Automations, see the steps below to set up the QDS survey automation.
    2. Send Default Survey After Every Completed Job – Use this option if you don’t have Automations in SA (a Pro Plus subscription). This option could send multiple surveys if you have multiple services in a job so it’s best to change the system-wide default setting in QDS to limit the number of surveys sent per day.
  9. If you want the survey comments to appear in your SA Job Notes, check the Job Notes check box.
  10. Click Save Changes at the bottom of the page.

 

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