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Registration

The Registration window controls tenant-level setup. It stores the settings that determine which features are available and how the tenant connects to external services.

Important

  • Registration settings apply at the tenant level, not just for one user.

  • Some sections stay unavailable until a parent feature is turned on.

  • Saving the Registration window only stores the settings you entered. It does not automatically validate every downstream external system.

  • Optional sections should be completed only when your company plans to use those connected features.

Complete the Access Section

Use the Access section to store the host key issued during provisioning.

To complete the Access section:

  1. Open WennSoft Registration.

  2. Go to the Access section.

  3. Enter the Host Key issued for your environment.

Complete the Company Section

Use the Company section to enter branding and scheduling defaults used across the application.

To complete the Company section:

  1. Go to the Company section.

  2. Complete or review the company fields.

    • Company Name (Optional but recommended): Enter the company name used in service and job cost areas.

    • Default Time Zone (Optional but strongly recommended): Select the time zone used for auto-scheduling appointments.

    • Company Address (Optional): Enter the company mailing or office address.

    • Company Logo (Optional): Upload a PNG, JPG, or SVG image up to 512 KB.

Logo Tips

  • Use a clean, readable logo image for best display quality.

  • Remove and replace the logo if branding changes.

Complete the Environment Section

Use the Environment section to store friendly labels for support and diagnostics.

To complete the Environment section:

  1. Go to the Environment section.

  2. Complete the following fields.

    • Environment Name (Required): Enter a user-friendly name such as Contoso Production.

    • Environment Type (Optional): Enter a label such as prod, test, or dev.

Complete the WennSoft Service Features Section

Use this section to turn core service capabilities on or off.

Notes:

  • WennSoft Service is the master switch for service-related capabilities.

  • If WennSoft Service is turned off, Maintenance Contracts, MobileTech, MobileTech Plus, and AI Enhancements are also turned off.

  • AI endpoint and key values are cleared when WennSoft Service is turned off.

 To complete the WennSoft Service Features section:

  1. Go to WennSoft Service Features.

  2. Review the available options.

    • Enable WennSoft Service (Optional but required for service workflows): Turns on the main service platform capabilities.

    • Maintenance Contracts (Optional): Available only when Enable WennSoft Service is turned on.

    • MobileTech (Optional): Available only when Enable WennSoft Service is turned on.

    • MobileTech Plus (Optional): Available only when Enable WennSoft Service is turned on.

 Review Mobile Deployment Artifacts

The Mobile Deployment Artifacts section helps customers download current mobile packages.

When It Appears

  • Enable WennSoft Service must be turned on.

  • Either MobileTech or MobileTech Plus must be turned on.

 

What You Can Do

  • Review available deployment artifacts.

  • Download the latest mobile deployment files.

  • Open primary and companion package links when available.

 

Important Notes

  • If the required mobile features are not enabled, the artifacts section shows setup guidance instead of downloads.

  • If artifacts are temporarily unavailable, the section shows an availability message.

 

Complete the AI Enhancements Section

Use this section only when your company is licensed and prepared to use WennSoft AI features.

 To complete the AI Enhancements section:

  1. Turn on Enable WennSoft Service.

  2. In AI Enhancements, turn on Enable AI Enhancements.

  3. Complete the following fields.

    • AI Endpoint: Enter the Azure OpenAI endpoint used for chat completions and AI summaries.

    • AI Embedding Endpoint (Optional): Enter a separate endpoint if embedding generation should use a different endpoint.

    • AI API Key: Enter the Azure OpenAI API key for the tenant.

Complete the WennSoft Job Cost Features Section

Use this section to control access to WennSoft Job Cost capabilities.

To complete the WennSoft Job Cost Features section:

  1. Go to WennSoft Job Cost Features.

  2. Mark Enable WennSoft Job Cost: Turns on Job Cost capabilities for the tenant.

Note: Additional Job Cost options are planned for this section in the future.

 

Complete the Cloud Attachments Section

Use this section when attachments should be stored in Azure rather than kept only in the application.

To complete the Cloud Attachments section:

  1. Turn on Enable Cloud Attachments.
    If Cloud Attachments is enabled, confirm Azure Storage CORS is configured for the application origin.

  2. Complete the following required fields.

    • Storage Connection String: Enter the Azure Storage connection string.

    • Storage Key: Enter the storage access key.

    • Container Name: Enter the Azure Storage container name.

Complete the Business Central Integration Section

Use this section when the tenant should connect to Microsoft Dynamics 365 Business Central.

To complete the Business Central Integration section:

  1. Turn on Enable Business Central Integration.

  2. Complete or review the connection fields.

    • BC Client ID: Enter the Business Central application client ID if used by your environment.

    • BC Client Secret: Enter the application client secret.

    • BC Company ID: Enter the Business Central company identifier.

    • BC Tenant ID: Enter the tenant ID or tenant domain.

    • BC Environment: Enter the Business Central environment name, such as Dev, Sandbox, or Production.

Complete the Telematics (Azuga) Section

Use this section when the tenant should retrieve vehicle and location data from Azuga. See Enable Telematics in WennSoft Registration.

Complete the Greenshades Payroll Section

Use this section when payroll exports or Greenshades API access should be enabled for the tenant.

To complete the Greenshades Payroll section:

  1. Turn on Use Greenshades Payroll.

  2. Complete the following fields.

    • Greenshades Client ID: Enter the OAuth client id.

    • Greenshades Client Secret: Enter the OAuth client secret.

    • Greenshades API Scope: Enter the space-delimited scope string provided by Greenshades.

    • Greenshades Workspace ID: Enter the workspace identifier assigned by Greenshades.