Send Tekmetric estimate links from Autoflow.
Send using a predefined outbound Text
- Click on the +text in for the client you wish to send an estimate to
Click on the +text in for the client you wish to send an estimate to
- Type a few characters to populate the predefined text options
- Select the option with {authorization_link}
- Click send
Pro Tip:
You can have multiple predefined texts with the code {authorization_link} in it. Feel free to tailor multiple options for various scenarios. Set your predfined text options in from your admin login. Just go to “Workflow Setup”
Client Receives Text with link
- Clients can reply to shop (no more “do not reply”)
- Clients can authorize jobs from Tekmetric
