Assigned tickets in Tekmetric will be assigned in Autoflow as well
Assign staff in Tekmetric
- Do this from the RO Details tab in the Summary
- Service writers can be switched, but will be assigned logically based on the user that created the ticket.
Ticket transfers with proper individuals assigned
- Assigned staff must be users in both systems
- Assignments are shown just above the workflow
Administrator Setup – Tekmetric
- Verify the Employee name in Tekmetric
- First and last name is all you need
- Characters must match in Autoflow
Administrator Setup – Autoflow
- Navigate to your manage users page
- Click “edit information” on the user you wish to map
- Enter name as it appears in Tekmetric in the SMS username field
- Click save
Example: Mapping for DVI import
Example: Mapping on the WO job assignements
