Connect WordPress service request intake to the paid EDSA FieldTrack service for work-order sync and status tracking.

edsadev

EDSA FieldTrack Connector helps WordPress site owners collect service requests from their website, review those requests inside WordPress, and send approved requests into EDSA FieldTrack as work orders.
This plugin is a connector for the paid EDSA FieldTrack service. WordPress can collect and store requests locally after installation, but FieldTrack sync, work-order creation, and FieldTrack status tracking require an active EDSA FieldTrack subscription, tenant ID, and connector token.
The connector is intentionally lightweight. It does not duplicate the full FieldTrack back office inside WordPress. Instead, it:
<ul>
<li>Adds a FieldTrack settings page in WordPress.</li>
<li>Provides the <code>[edsafico_request_form]</code> shortcode.</li>
<li>Stores customer service requests in a local WordPress request inbox.</li>
<li>Lets admins choose which FieldTrack-mapped form fields appear on the request form.</li>
<li>Lets admins add custom intake fields that sync to FieldTrack internal notes.</li>
<li>Lets admins customize service type choices.</li>
<li>Supports optional photo/document uploads.</li>
<li>Supports optional Cloudflare Turnstile or Google reCAPTCHA v2 spam protection.</li>
<li>Provides editable admin and customer email templates.</li>
<li>Gives admins request statuses for new, reviewed, sent, failed, duplicate, and rejected requests.</li>
<li>Lets admins manually send or retry a reviewed request to FieldTrack.</li>
<li>Can automatically create a FieldTrack work order after submission.</li>
<li>Stores FieldTrack sync status, sync logs, and returned work-order keys on the WordPress request.</li>
<li>Can refresh the latest FieldTrack work-order status after sync, including via WP-Cron.</li>
</ul>
<h3>Paid Service Requirement</h3>
This plugin connects to EDSA FieldTrack, a paid external service operated by EDSA. To use FieldTrack sync features, the site owner must have:
<ul>
<li>An active EDSA FieldTrack subscription.</li>
<li>A FieldTrack tenant ID.</li>
<li>A WordPress connector token generated inside EDSA FieldTrack.</li>
</ul>
Without those credentials, the plugin can still display a WordPress service request form and store requests locally, but it cannot create FieldTrack work orders or refresh FieldTrack work-order status.
<h3>External Services</h3>
This plugin connects to EDSA FieldTrack services operated by EDSA when the site owner configures a FieldTrack service URL, tenant ID, and connector token.
By default, requests are sent to:
https://www.edsa.dev/core/api/public/fieldtrack/service-requests/
Synced work-order statuses are refreshed from:
https://www.edsa.dev/core/api/public/fieldtrack/work-orders/status/
The plugin sends request data only when the site owner tests the connection, manually syncs a request, enables automatic sync, or enables automatic status refresh for previously synced requests.
Data sent to EDSA FieldTrack may include:
<ul>
<li>FieldTrack tenant ID.</li>
<li>Connector token.</li>
<li>Customer name.</li>
<li>Customer email.</li>
<li>Customer phone.</li>
<li>Service address.</li>
<li>Service type.</li>
<li>Request title.</li>
<li>Request details / work order description.</li>
<li>Preferred service date.</li>
<li>Source page URL.</li>
<li>Uploaded attachment URLs stored in WordPress.</li>
<li>Custom WordPress intake fields, sent as FieldTrack internal notes.</li>
<li>FieldTrack work-order ID or work-order key when refreshing status.</li>
</ul>
If Cloudflare Turnstile or Google reCAPTCHA v2 is enabled by the site owner, the visitor’s spam verification token is sent to the selected spam protection provider for validation.
EDSA policies:
<ul>
<li>Privacy Policy: https://www.edsa.dev/privacy-policy/</li>
<li>Terms of Service: https://www.edsa.dev/terms-of-use/</li>
</ul>
Third-party spam protection policies:
<ul>
<li>Cloudflare Turnstile Privacy Policy: https://www.cloudflare.com/privacypolicy/</li>
<li>Cloudflare Terms: https://www.cloudflare.com/website-terms/</li>
<li>Google Privacy Policy: https://policies.google.com/privacy</li>
<li>Google Terms: https://policies.google.com/terms</li>
</ul>
<h3>Privacy</h3>
This plugin may process personal information submitted through a WordPress service request form. Site owners are responsible for informing visitors that submitted service request information may be stored in WordPress and, when FieldTrack sync is enabled or manually used, sent to EDSA FieldTrack.
The plugin stores submitted requests in WordPress as private FieldTrack request records. Uploaded files are stored in the WordPress media system as private attachments where supported by WordPress. Synced requests are sent to EDSA FieldTrack using the configured tenant ID and connector token.
Site owners should update their own privacy policy to explain their use of this connector, EDSA FieldTrack, and any enabled spam protection provider.

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