This guide walks John Deere dealerships through the process of integrating ExpertConnect™ with John Deere Expert Services. The integration streamlines service estimate communications, customer approvals, and workflow management, leveraging both platforms for a seamless experience.

Step 1: Finalize Service Estimate in Expert Services

• The technician completes the Service Estimate in the Expert App web page.
• Confirm the estimate with your C&CS manager as per your dealership’s process.
• Communicate the Service Estimate to the end customer. Traditionally, this is done via email with a PDF attachment

Step 2: Initiate ExpertConnect Integration

• In ExpertConnect navigate to the Admin tab, click on Integrations
  • Enable the JD ExpertApp 

    

• In the Expert App web page, click the Actions button.
• Select Send SMS (may be labeled “Send to ExpertConnect”).
• The Expert App sends a request to ExpertConnect and displays a confirmation with an EC Ticket Number.
• The EC Ticket Number is documented in the Expert App (often as a hyperlink for future reference)

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Step 3: Manage Communication in ExpertConnect

• Access ExpertConnect using the ticket hyperlink or by navigating directly.
• Initiate SMS or phone communication with the customer through the EC Ticket.
• ExpertConnect handles all communication processes, including sending the Service Estimate PDF or a link to the report via SMS