FleetSharp Integration
Reshaping the way HVAC teams activate FleetSharp themselves
Executive Summary
I designed a self-serve activation flow for FieldEdge's FleetSharp integration, eliminating a process that previously required a customer success manager for every single activation. What used to be a manual back and forth that could take days became a flow that users complete themselves. A dedicated info page to activate with a single toggle, and enter an API token; no CSM required, and no waiting on a call. Once synced, I designed a tabbed account view giving users ongoing visibility into their integration that didn't exist before, and built in a real-time activation notification, replacing a process where users previously had no way of knowing when or if the activation was complete.
Background
What FleetSharp is, and why it matters for HVAC teams
FleetSharp is a GPS fleet-tracking and vehicle-management system that helps HVAC companies monitor their technicians and service vehicles in real time, live location, route history, driving behavior, and vehicle health insights so teams can dispatch more efficiently, reduce fuel costs, and improve accountability in the field.
Integrating it into FieldEdge gives HVAC companies a more connected, streamlined workflow between fleet operations and service management.
For dispatchers, that means being able to:
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See where technicians are at any moment
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Assign jobs based on proximity and availability
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Track vehicle usage and maintenance
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Reduce inefficiencies and missed appointments
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Ensure technicians arrive on time to customer jobs
Problem
Activation required a CSM and left users in the dark
Users who had already signed up with FleetSharp had no way to activate the integration themselves. Instead, every activation had to go through a customer success manager, turning a task that should take minutes into a manual back-and-forth. Once submitted, users had no way of knowing whether activation had gone through and if FleetSharp was functioning with FieldEdge, and even after it was live, they had no way to view their employees or GPS IDs from within FieldEdge itself.
Design Solution
A self-serve activation flow
BEFORE
Activating the integration required calling a CSM to do it on the user's behalf.
AFTER
Users activate it themselves from the FleetSharp page; no call required.
BEFORE
Once requested, activation could take a few days with no notification when it was done.
AFTER
Users receive a notification the moment the integration is activated.
01
Land on a dedicated FleetSharp page
Accessible through the Integrations section of Settings, the page explains what FleetSharp is, its functionality, and its benefits. so users have full context before activating anything.
02
Activate with a single toggle
For users already signed up with FleetSharp, a prominent activation toggle sits at the top of the page. Clicking it moves them straight into the next step, with no CSM required.
03
Enter the API token
Following the toggle, a modal walks the user through finding and entering their FleetSharp API token to complete the connection.
04
A synced, tabbed account view
Once synced, the homepage transforms into three tabs: How it Works (integration details), Settings (managing and viewing the FleetSharp account), and About (features, benefits, and support resources).
