Link a Tinnacity generated Work Order number with your business system/Link Quote and/or Work Order Requests to a Work Order Number

Linking Tinnacity Work Orders to External Business Systems

Tinnacity allows you to maintain operations even when your primary business system is offline, or when technicians have permission to generate work orders in the field, or your back-office need to generate work orders in HQ.

In the event of an outage, Tinnacity supports offline continuity. Create and dispatch work orders through HQ Service > Dispatch to prevent service interruptions. When your business system is restored, manually create the work orders and use the designated mapping field (see table below) to link them to the existing Tinnacity records.

For most business systems (excluding EquipSoft BC), you must manually link records to ensure data consistency.

EquipSoft Business Central: Tinnacity provides full bi-directional automation for EquipSoft BC. Whether a work order is created by a technician in the field (TM) or by an office user in HQ (TMW), the integration will automatically generate the corresponding record within EquipSoft Business Central. Once the record is created in your business system:

• The Tinnacity Work Order number will automatically be updated with the newly assigned EquipSoft SVO#.
• For tracking purposes, the original Tinnacity reference (TM/TMW) will be preserved in the "Original Work Order Number" field within HQ.

Manual Sync for Supported ERPs:  For all other supported integrated systems, use the following manual process to link your records:

1. Generate a corresponding work order in your business system.
2. Enter the Tinnacity Work Order Number (TM or TMW) into the designated reference field (see mapping below).
3. The Tinnacity Work Order number will automatically be updated with the newly assigned business system work order#. For tracking purposes, the original Tinnacity reference (TM/TMW) will be preserved in the "Original Work Order Number" field within HQ.

Linking Tinnacity Work Order Requests and Quote Requests to Business System Generated Work Orders

You can also use the designated field to link work orders created in the business system to a work order request and a quote request in Tinnacity. When a request is created in Tinnacity, it is assigned a unique ID based on where it originated.

Integration Mapping Reference

To link a request, enter the full Tinnacity ID (including the TWR or TQ prefix) into the designated field in your business system.

• Note: The prefix must be entered in UPPERCASE (e.g., TWR12345   or TQ67890  ) for the sync to trigger correctly.