Automation & Data Articles
How to Rebuild/Sync SI with your Shop Management System
Symptoms: Service Intelligence is missing data from records, is missing customers from the customer list, or is mismatching invoices between customers. About: A full load forces ServiceIntelligence to get new data from your shop management system ...
How to Check Network Connectivity
Symptoms: Network activity between two machines within a network is blocked, throttled, or restricted. About: ServiceIntelligence designates a single machine as its' server machine. This machine is the one that processes the Management System data, ...
How often does Service intelligence Sync with my Management System?
These sync times are the default synchronization intervals and can be altered by modifying the SQL Database Table "System Processes". Sync Received Messages Runs every 5 Minutes Sync Latest History Runs every 30 minutes Sync Appointments Runs ...
How to Exclude SQL Files from Anti-Virus to Prevent SI Slowdowns
Symptoms: The ServiceIntelligence application or host machine suffers from system-wide slowdowns that affect the day to day usability of SI. About: Sometimes the server machine housing SI has active anti-virus programs that actively scan SQL ...
Appointment Reminder Settings
About: Contact automation includes Appointment Reminder emails. This article explains how to customize and start automated daily sending of Appointment Reminders. Solution: Step 1: Start ServiceIntelligence Click on the SI icon. This could be ...
Service Reminder - Start Automation
About: Contact automation is a condition-based part, lubricant and fluid alter system that automatically sends Service Reminder mobile optimzed emails. This article explains how to customize your offer and start automated daily delivery of Service ...
Recommended-Declined Work - Start Automation
About: Contact automation includes Declined Work emails. This article explains how to customize and start automated daily sending of Declined Work pending email notification. Solution: Steps 1 & 2: Start ServiceIntelligence by clicking on the SI ...
Thank You & Review Request - Start Automation
About: Contact automation includes Thank You emails with an optional Review Request. This article explains how to customize and start automated daily sending of Thank You email to all customers serviced. Solution: Start ServiceIntelligence by ...
Stop Automated Communication with a Customer
1. Open Service Intelligence. 2. In the top menu bar go to "Tools -> Contact Manager" 3. Search by name or email and click on the customer. 4. On the right, uncheck any communication you do not want the specific customer to receive. Important Note: ...
Text Messaging - Number is opted out from text messages
Your customers can opt out of receiving text messages by replying to your texts with the word "stop" This is required by law and there is no way to change this process. In some cases a customer may use the word "stop" in a reply like "please stop ...
Login Failed for user eAutoData
This issue is caused by the mismatch between the SQL user 'eautodata' and the login password stored for this account. When the user account is no longer able to access the SI database, we receive an error everytime SI Communicator attempts to log in. ...