This article is for the connection between Retention Pro and Tekmetric
The data connection or "sync" between the Tekmetric system and Retention Pro is triggered by adding new information into your Tekmetric system, provided we have set up "webhooks" for you. If you have webhooks set up and you add a new Repair Order or Customer in Tekmetric it will trigger a sync automatically with Retention Pro to bring that information into our system. If you do not have webhooks set up then we will sync information from your Tekmetric system through daily syncs.
Tekmetric + CRM Capabilities
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Closed Repair Orders - Your CRM will pull in the following information from Tekmetric when a repair order is paid and [Posted]
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Repair Order
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Customer associated to the repair order including
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Customer contact details (Address, Email, Phone Number)
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Vehicle associated to the repair order + customer
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Open Repair Orders - Your CRM is able to pull in open repair orders (with customer information) for the use in our digital vehicle inspection products. (Please ensure webhooks are setup for this feature)
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Recommended Services - Recommendations / Declined services are able to be pulled into your CRM from Tekmetric.
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Appointments
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Appointments from your Tekmetric calendar will be pulled and displayed on the appointments page in your CRM (Please ensure webhooks are setup for this feature)
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Write Back Appointments - Appointments created through a CRM source are able to write back to your Tekmetric calendar (Please ensure webhooks are setup for this feature)
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Examples of CRM sources
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Appointments created on the CRM appointment page
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Appointments created on the CRM message center page
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Appointments created through the CRM appointment widget that can be placed on your website.
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Write Back Customer information - Customer information created through a CRM source are able to write back to Tekmetric (Please ensure webhooks are setup for this feature).
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Customer Name
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Customer Phone Number
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Customer Vehicle.
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Examples of where these records can be created in your CRM
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CRM appointment page
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CRM message center page
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CRM appointment widget that can be placed on your website.
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How your CRM pulls in closed repair orders from Tekmetric
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When a repair order in Tekmetric is paid and posted your CRM will pull it as a closed repair order on next sync.
From your Job board in Tekmetric
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Open a repair order with completed work
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Navigate to the Work-in-progress tab
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Click [Complete Work] at the bottom right of page
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On the next screen select a payment method to charge your customer
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Click [Pay & Post]
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The repair order will come into your CRM as closed on the next sync
How your CRM pulls in recommended / declined services from Tekmetric
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During the customer approval process in Tekmetric a customer has the ability to approve or decline services.
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Once the repair order associated to the declined services is paid and posted the recommendations will be pulled into your CRM on next sync.
Recommendation due dates in your CRM
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Tekmetric does not have an option to set a recommendation due date. With that being said any new recommendations that are pulled into your CRM will have a default due date of 0 days from when the recommendations were synced into your CRM.
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For example if a recommendation was synced into your CRM on 1/01/23 then your CRM would automatically set the due date to 1/01/23.
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If you would like to adjust this time-frame you can do so on the data source edit page in your CRM.
For any questions or concerns please reach out to our Data Operations team and they will be able to assist you asap! Click Here for assistance
