Shop Management System
Job Level Data locations (TekMetric Only)
Protractor Integration
While inside the Protractor Software, click "Setup" at the top In the quick links bar on the left, find and select "Integrated Services" At the top, Click "Add" A window will appear. The values OktoRocket needs are Connection ID, API Key and ...
TekMetric Integration
TekMetric Integration For Tekmetric integration, you need to provide the Shop ID for your Shop and enable the OktoRocket integration in TekMetric This is how you get the Shop ID for your TekMetric shop. Go to Shop Settings in TekMetric - Your shop ID ...
Shop-Ware Integration
ShopWare Integration This will show you how to get your Tenant ID and Shop ID's for your ShopWare system. In order for OktoRocket to connect to ShopWare, it needs a Tenant ID and a Shop ID. ShopWare doesn't make these obvious to the end user, however ...
How to Restart OktoRocket Integration Service
Restart OktoRocket Integration Service How to restart the service that sync's your SMS data with OktoRocket. On the computer hosting OktoRocket (usually your Host/Server), click the Start button Type in services An app should show up called Services ...
How to Set OktoRocket Integration in Shop-Ware
To enable integration for OktoRocket in Shop-Ware, go to Account Settings in Shop-Ware and then click the API Connections tab. From there, check the checkbox that's labeled OktoRocket.
Shop Management System FAQ
How do I set up OktoRocket to recognize rollover with Mitchell 1 or RO Writer? To enable Rollover functionality with your SMS, you’ll need to start tracking tickets by Status Description. OktoRocket relies on ticket statuses to determine when a ...
How to assign a default Technician in Mitchell 1
Open the ticket you are looking to set a default technician for. Click "Options" Select the Default Technician for Labor Click "Done" On the next sync, OktoRocket should pick up a tech for the ticket.
How to Set A Default Technician in TekMetric
To set a Default Technician for a ticket in Tekmetric, go to that specific ticket and in the area shown below, enter the technicians name