Adding tickets to autotext.me

From RO Writer

To your Autotext.me Dashboard

Transfer Criteria:

For a transfer to occur, your ticket must contain these items:

  • Client first and last name or business name
  • Mobile number in the “cell” field
  • Vehicle Year/Make/Model
  • Ticket must have an “Arrived Date” showing current date.
  • You must select a mapped status.

Step 1:  Customer Information & Vehicle Info

  • Navigate to the parts and Labor tab to verify your client information is complete
  • Phone 1 is the best field for a mobile number, if your shop is different inform ATMe during setup
  • Fill in any missing information

Step 2:  Verify the Arrival Date / Add Reason Vehicle is Here (RVH)

  • Navigate to the Service Requests tab
  • Verify the arrival date is today’s date.  (If you created it today, you shouldn’t have to worry about this.)
  • Optional – Enter the customers concern using the Customer Request field.   – This information will transfer to your technicians DVI sheet and be included in the clients report later.  (This must be done prior to step 3.

Step 3: Update the status to send the ticket to ATMe

  • Navigate to the “Other Information” tab.
  • Click Change Status
  • Select the Status mapped to your Checkin step.  (This may vary by location, ATMe will ID this during setup.)

Need additional Help or have questions?

Or contact us by using the Support menu in autotext.me