The mapping to discuss with your office
| Source field | Proposed destination |
|---|---|
| Proposed: caller name and callback | Customer match or inquiry record, subject to review |
| Proposed: caller-supplied vehicle information | Vehicle reference in the agreed destination |
| Proposed: requested service and reported symptoms | Service-advisor intake note |
| Proposed: existing record number, when supplied | Reference for staff to verify |
- Direction
- Proposed: Penny’s captured inquiry to a Shop-Ware record your shop has approved for intake.
- When it happens
- No sync is active. Availability, account access, and delivery behavior must be settled as part of the connector request.
A request does not enable repair-order status lookup, parts availability, pricing, or work authorization. Your advisor verifies the record and agrees on the next step with the customer.
Prepare a useful connector request
- 1
Describe the call types to route
Use Request connector to distinguish new service inquiries from existing-job callbacks. Name the Shop-Ware destination for each proposed workflow.
- 2
Show the advisor’s minimum intake
Include a fictional customer and vehicle example, the fields you require, and how the advisor should receive incomplete inquiries.
- 3
Resolve record matching before setup
Review account access with the administrator. Define how the connection should handle shared phone numbers, missing vehicle details, and references that do not match a record.
- 4
Review an example at the advisor’s desk
If a connection is agreed, inspect a marked test in Shop-Ware. Confirm that it preserves the caller’s request and leaves scheduling and authorization for the advisor.
Proposed Shop-Ware service inquiry
- Caller
- Sample Caller
- Vehicle
- Caller-supplied year, make, and model
- Request
- Asks about booking a maintenance visit
- Advisor action
- Confirm vehicle, service scope, and appointment
What your request should establish
Before using an agreed connection, test a new inquiry and a callback with an existing record number. The advisor should be able to distinguish caller-supplied references from verified matches.
Questions about this connection
Can Penny read repair-order status through this request?
No active Shop-Ware connection is enabled here. Include any status lookup you need in the request so access and behavior can be reviewed before a connector is agreed.
Can Penny take the inquiry while we review this connector?
Penny can capture your configured intake and send it to your office through the call log and email. That gives the team a callback record while the requested connection is reviewed.