Tekmetric
Linking a Tekmetric Canned Job to a DVI Sheet/Line Item
Canned jobs can be linked from your Tekmetric instance to your Autoflow DVI! Linking a canned job to a specific DVI sheet will automatically present that DVI sheet on a customer's Autoflow visit. Make sure that you are logged in as an Admin. In the ...
Workflow Setup - Tekmetric - Custom RO Labels
For information on setting up Custom Status Labels see our Knowledge Base article here: Tekmetric Custom Status Labels. To first access this page you will need to be logged into autoflow using an admin role profile. (These setup options will not be ...
Workflow Setup - Tekmetric - Default Labels
When using default label integration with Tekmetric, you are able to select the active statuses to synchronize with the labels used in Tekmetric's basic configuration. To first access this page you will need to be logged into autoflow using an admin ...
Predefined Outbound Messages - Tekmetric Authorization/Invoice Links
Tekmetric integration does now allow for Authorization as well as Invoice links to be sent from autoflow text messaging, to provide links to the Tekmetric customer facing portal. With this you can configure predefined outbound messages to send to ...
Two Active RO for Same Customer and Vehicle - Tekmetric
Tekmetric integration does now have the ability to have two ACTIVE visits for the same customer and vehicle combination. This does still have limitations where appointments are concerned however. When creating a visit from an appointment, you will ...
Tekmetric Custom Status Labels
At this time, custom status labels are now able to integrate with Autoflow. You are able to turn the custom status labels on by selecting the "RO Label" option from the Job Board and selecting the "Configure" option and turning the "Configure Labels" ...
Tekmetric SMS User Mapping
MUST BE LOGGED IN AS ADMIN LEVEL Adding New Mapped Profile From top right drop down menu, select "Add/Manage Users" Select "Add New User" to open new profile creation modal, where you can enter the employee details and set role level. If integration ...
Work Order generation in ATMe from TekMetric
First, build your estimate in TekMetric. Then, navigate to the WO in ATMe. Here are two ways to get to the work order. Then, Generate the WO from the ticket in TekMetric. From here, you can regenerate the work order as new jobs are added and ATMe ...
Getting Tech notes from ATMe to TekMetric
Here is a quick guide on getting the Tech notes and pictures/videos from the ATMe DVI back into TekMetric Once the DVI has been submitted and if there is a valid RO# on the ticket your tech will have the option to "Submit DVI to SMS" Very simply ...