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

If a work order is created via HQ or the Service app, those Tinnacity generated work order numbers can be linked with your business system.

• For example: a technician has the ability to create work orders in field, once created the Service app will generate a Tinnacity work order number starting with TM (Tinnacity Mobile). If an HQ user creates a work order via HQ, once created, HQ will generate a Tinnacity work order number starting with TMW (Tinnacity Mobile Web).
• These work orders can then be linked within your business system

To link a Tinnacity Generated Work Order to your business system:

1. In your business system, create a new work order
2. Depending on the business system, add the Tinnacity generated work order number in the appropriate field:

• For EquipSoft use the 'Your Reference' field. For newer versions, this may be called "Source Doc No".
  • NOTE: For EquipSoft BC, once the Tinnacity work order is created, the agent will automatically create & link the work order in your business system and reflect the Equipsoft BC work order number in HQ
• For Dysel use the 'Your Reference' field.
• For Softbase, use the 'Writer' field.
• For eBS, use the 'pmanref' database column (sometimes this is renamed 'Tinnacity Reference').
• For IntelliDealer, use the FIRST line or LAST line in the Work Order Memo Tab within IntelliDealer
  • NOTE: If you would like to specifically use the first line, let Tinnacity know

To link a Tinnacity Quote or Work Order Request, the reference field (currently used to sync TM work order numbers) must be set using a prefix and request number.

For work order request, the prefix is "TWR" and the work order request ID in HQ. i.e. "TWR123". This will attempt to link the work order to work order request "123".

For a Quote Request, the prefix for a quote is"TQ" and the quote request ID in HQ. i.e. "TQ456". This will attempt to link the Work Order to the Quote Request "456".

• For EquipSoft use the 'Your Reference' field.
  • For newer versions, this may be called "Source Doc No".
• For Dysel use the 'Your Reference' field.
• For Softbase, use the 'Writer' field.
• For eBS, use the 'pmanref' database column (sometimes this is renamed 'Tinnacity Reference').
• For IntelliDealer, use the FIRST line or LAST line in the Work Order Memo Tab within IntelliDealer
• NOTE: If you would like to specifically use the first line, let Tinnacity know