How to Enable and Modify Work in Progress Syncing

How to Enable and Modify Work in Progress Syncing

 This article explains how to how to enable and modify work in progress (WIP) syncing for for Service Intel. It's important to note that  WIP syncing is not avalible in all shop management systems. If you have questions about it's avalibility, just navigate to the page (as shown below) to see if you have WIP syncing options.

Navigate to the work in progress (WIP) setup page by left clicking Location Settings from column 1.




A gray menu will open. Click Work In Progress from that menu. This will open Work in Progress Settings on the main page.




Work In Progress Settings shows you how Service Intelligence is determining who is considered as work in progress and what to do with work in progress.

 

 

  1. Automatically Send Emails is an option that lets Service Intelligence send an email to a customer if it has determined that the customer has a job that has been started. It is enabled if it has been marked Yes.

  2. Automatically Text Message is an option that lets Service Intelligence send a text to a customer if it has determined that the customer has a job that has been started. It is also enabled by marking Yes.

  3. Default Report to Email determines which report type gets sent to the customer if Automatically Send Emails is enabled.

  4. Default Message to Text determines what report type is texted if Automatically Text Message is enabled.

  5. Days Range gives you options for Days Forward and Days Behind. This gives Service Intelligence a range of dates by which to determine what to count as work in progress, with Days Forward indicating the furthest in the future and Days Behind indicating the furthest in the past.

  6. Show Work-In-Progress is a Service Intel staff only setting that allows us to remove the Work-In-Progress header from shops where the shop management system is not compatible.

  7. WIP Statuses has a list of statuses originating from your shop's management system. If the status is checked, Service Intelligence will read a vehicle with this status as work in progress. To stop Service Intelligence from counting a status as work in progress, uncheck it from the list.

 

  Some shop management systems store the status as a code that is unreadable to Service Intelligence. As shown in the example above, the test management system we are using is showing statuses of 0, 1, 2, 3, 4, etc. rather than Closed, Waiting, etc. Knowing which status represent which types of vehicles can be tricky, and usually requires a some trial and error.

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