Related Articles
Tekmetric Integration
Features: Sync customer information Repair Order Detail SMS Appointment Reminders SMS Follow-up messages Step 1: Log into tekmetric Step 2: Click on Shop Settings Step 3: Click on Integrations Step 4: Find the Digital Concierge integration and click ...
Protractor Integration Guide
You can no longer add 3rd party integrations on your own. To setup the integration to DC, you must send a request to protractor support support@protractor.com Request the following parameters should be set: Vendor: BDMEnterprises CallbackURL: ...
Scheduler Integration
Scheduler for a Single Site on a Single Page Code snippets are found in the Scheduler Edit modal and are already populated with the site Id of you site you select in step 2 Choose the site that you will want to implement the Scheduler for Click the ...
Release Notes
OktoRocket Release Notes – September 4, 2025 Features Scorecard Groups: Create multiple scorecards and group them by call type. AdvisorIQ automatically selects the appropriate scorecard based on call type. Manual Scorecard Override: If a call is ...
Advisor Sales Tracker - Report Definitions
Total = Total charged to the customer. This isn't displayed in a column but is used for various calculations. Column Name Calculation Advisor Advisor Name # of ROs Total Number of ROs Average (Avg) Quote Quoted parts + quoted labor / total ROs ...