autotext.me integration with your Shop Management System (SMS)
SHOP MANAGEMENT SYSTEMS (SMS) WE CURRENTLY INTEGRATE WITH
What is Integration?
Integration is the ability for two different pieces of software to communicate with each other. While autotext.me can run stand-alone without any issues, we currently have 3 different levels of integration with some shop management systems. Level 1 & level 2 integration can transfer customer and vehicle data to autotext.me, reducing or eliminating dual entry on the service writer’s end. Our level 3 integration allows technicians to push DVI results back into the shop management system.
Level 1 integration is simply a one-way pull of information out of the management system to reduce dual entry of customer and vehicle information. When a ticket is created in the management system, our adapter pulls information out of the SMS and inserts it into your autotext.me database. Upon adding a customer by phone number in autotext.me, all customer and vehicle information is pre-populated.
Estimate/RO Created in SMS
autotext.me Adapter Uploads Information to autotext.me Database
Customer and Vehicle Info Populated on Lookup in autotext.me
Level 1 integrated management systems
- RO Writer
- YES Management
- Shop Key
- NAPA TRACS
Includes level 1
Level 2 integration allows your shop management and autotext.me to sync first statuses. When you select “Check-in” in your management system, the integration will automatically add that customer to your autotext.me dashboard. This eliminates dual entry from inputting a customer into autotext.me.
Estimate/RO Created in SMS with Status “Check-in”
First Status Sync From SMS to autotext.me
Customer Automatically Added to autotext.me Dashboard
Level 2 integrated management systems
- Tireshop by Freedomsoft
- Summit CRS
Includes levels 1 & 2
Level 3 integration allows users to automatically add a customer to the dashboard from the SMS as well as push DVI results back into the shop management system after an inspection has been completed, eliminating all dual entry from service writers.
DVI Results Submitted to SMS
Recommendations Populated in SMS
Level 3 integrated management systems
- Protractor (Coming Soon)
Shop Management System + autotext.me integration = Even MORE Time Savings!
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