The mapping to discuss with your office
| Source field | Proposed destination |
|---|---|
| Proposed: caller name and callback | Reviewed customer or inquiry destination |
| Proposed: vehicle details supplied by the caller | Vehicle reference or intake note |
| Proposed: driver’s description of the concern | Service-writer intake description |
| Proposed: preferred visit time | Appointment request for shop review |
- Direction
- Proposed: captured Penny inquiries to the Tekmetric destination your shop approves.
- When it happens
- There is no active connector on this page. Record matching and delivery need to be agreed and tested before use.
The request does not create a repair authorization, quote a repair, or promise a bay is available. Vehicle symptoms remain the driver’s report for the service writer and technician to assess.
Prepare a useful connector request
- 1
Describe the service writer’s destination
Use Request connector to say where a new service inquiry should land and how the shop distinguishes it from an existing repair order.
- 2
List the vehicle and customer details
Provide a fictional inquiry showing the identifiers your shop needs. Explain how to handle a caller who does not have a VIN, registration, or existing record number available.
- 3
Review account access and matching
Have the account administrator confirm the connection options. Agree on how duplicate customers, shared phone numbers, and multiple vehicles should reach review.
- 4
Verify a sample with the service writer
If connected, inspect a marked test intake before real calls use it. Check that the customer’s words and requested time remain separate from a diagnosis or confirmed appointment.
Proposed Tekmetric inquiry mapping
- Caller
- Sample Caller
- Vehicle
- 2018 sedan; further details to confirm
- Driver report
- Hears a squeak when braking
- Requested next step
- Service writer to discuss an inspection appointment
What your request should establish
Confirm how the proposed workflow handles an unidentified vehicle and an existing customer with several vehicles. Leave the repair authorization and final schedule with the shop.
Questions about this connection
Would the connection authorize a repair?
No. This request concerns intake. Your service writer confirms the vehicle, inspection, schedule, and repair authorization using the shop’s own process.
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.