Integrating Relay Assist with Workshop Software connects the two systems so data flows between them without manual entry. Once set up, this integration saves time and reduces the chance of errors when working across platforms. Follow the steps below to configure the integration.
1. First go to Integrations > Relay.
3. Go to the vehicles you want to add Relay Assist to and select the Relay icon in the top right-hand corner or the vehicle details.
4. Confirm that you want to add roadside assistance.
5. Fill in all ‘required’ information and then select ‘Save’.
6. When saved successfully you will have the Relay Service Number and the expiry date at the top of the vehicle profile.
Good to Know
- Make sure you click Save after making your changes. If you navigate away before saving, your changes will be lost.
- If you experience any issues during setup, contact the Workshop Software support team for assistance.
Frequently Asked Questions
What do I do if the integration is not working?
First, check that your credentials are entered correctly and that both systems are accessible. If the issue persists, check the event log in Workshop Software for specific error messages, or contact the Workshop Software support team for assistance.
Can I disconnect this integration later?
Yes. You can disable or disconnect the integration at any time through the integration settings in Workshop Software. Disconnecting does not delete any data that has already been synced.