Your connected systems

Know what is connected and what needs attention.

See where each piece of data comes from, when it last updated, who owns the connection, and whether there is a problem across your shop, customer, accounting, payment, and marketing tools.

Automotive switchyardRepresented categories, not live-feed claims

Source

S1Shop management / estimating
S2CRM & messaging
S3Accounting & payments
S4Marketing & analytics

Human check

Source, last refreshed, owner, and errors checked

Connection state

D1Source + last refreshed
D2Awaiting connection
D3Errors
Exception laneCCC intake missing shop code

Error held for a named person. No destination update is assumed.

Ready: one packet will continue after review and one will be diverted.

Represented does not mean native or live. Planning may represent Tekmetric and CCC ONE; HighLevel; QuickBooks and Stripe; Google and Meta; and GA4 and Search Console. Options depend on the customer environment, provider access, permissions, and requested workflow. A setup record is not proof of a live feed.

Before choosing a connection

Start with what the team needs to happen.

Describe the handoff in plain language: where the information starts, where it should go, who checks it, and when it should stop.

01 / SourceWhich system actually supplies the data?

Name the provider, shop, account, and event that begins the handoff.

02 / FreshnessWhen was it last refreshed?

Show the source timestamp, awaiting connection state, and any errors instead of implying current data.

03 / CheckWho checks it before it moves?

Use a named role and say exactly what that person needs to confirm.

04 / StopWhich cases need a separate lane?

List missing repair orders, shop-code conflicts, duplicates, rejected drafts, provider errors, and unavailable feeds.

The separate lane matters

Connected does not always mean current.

A system can be set up but still be unavailable, out of date, or returning errors. RevvOS shows that clearly before anyone relies on the data.

CCC intake bridgeEstimate received / Shop code blank
Error / separate reviewOperations owner checks the sourceAwaiting connection fix

Connection paths

Use the connection that fits the real system.

01

Provider-facing code

Actual built-in or provider-facing code includes QuickBooks OAuth and a CCC intake bridge. Availability still depends on provider access and customer setup.

Verify authorization and live data
02

Generic booking proxy

A generic booking proxy is also present. It is a connection method, not a promise of native support for every scheduling or shop platform.

Verify the target and workflow
03

Managed collectors

Other represented feeds, including some marketing, analytics, CRM, shop, or payment sources, may require managed collectors.

Verify source, freshness, and errors
Connection questions

Confirm the connection before relying on it.

Are all represented systems native and live?

No. Tekmetric, CCC ONE, QuickBooks, Stripe, HighLevel, Google, Meta, GA4, and Search Console may be represented for architecture or planning. The available option and live state depend on the environment.

Does a setup record prove the feed is live?

No. Check the source, last refreshed time, awaiting connection state, and errors against the provider before relying on the feed.

What should we bring to the first discussion?

Bring the current steps, source system, provider access, destination, owner, last known refresh, common errors, and the result you need.

Bring the broken handoff

Show us where information gets lost.

We will map what moves, what is truly connected, who checks it, and where problems should wait.

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