Automated Intake - Tekmetric

Voice-to-RO for the advisor. Voice-to-finding for the tech. AI fills Cause + Recommendations in Tekmetric.

Stop Typing. Start Talking. Automated Intake is a voice-first Chrome extension that lives inside Tekmetric. The advisor records the customer at the counter; the tech dictates each finding in the bay. AI turns every spoken word into structured data that drops straight into your repair order. One extension. Two workflows. Voice on every side. ————————————————————— RO TAB — for the advisor ————————————————————— Tap Record. Talk to your customer the way you already do. Automated Intake transcribes the whole conversation in real time, separates speakers, and extracts: - Customer concerns (one per issue, not one big paragraph) - Vehicle info, mileage, and symptoms - RO notes the tech needs to know (expectations, timing, recent service) One-tap push sends everything into the open Tekmetric repair order. Clipboard fallback if a field can't be found — you never lose a check-in. ————————————————————— WO TAB — for the tech (new in v2.0) ————————————————————— Every concern from the RO becomes a tech-focused card in the WO tab. Each card has its own Speak mic. Tap Speak. Narrate your finding for 5–30 seconds — codes, measurements, root cause, what you'd recommend. Claude returns a customer-ready write-up split into three fields: - Cause — a diagnostic paragraph in plain English - Recommendations — a numbered action list - Parts / Add Labor — items the original quote didn't cover If you skip a fault code, TSB number, or measurement, Claude inserts a bracketed placeholder ([code needed], [TSB number needed]) at the exact spot it belongs. Catch incomplete documentation at the source. Tap Copy Finding to paste a clean customer-safe block into Tekmetric's Cause/Correction field. Private Notes stay internal — they never leave the sidebar. ————————————————————— What changed in v2.8 ————————————————————— - Now Start Recording in ANY Tekmetric window, with or without a current Repair Order - Now auto-updates notes across multiple computers/chrome profiles (based on TM Shop ID) - Technician Mode and Scan Mode is Live - AI Generated Recommendations and Suggestions - Phone Integration Software (Releasing 07/01/26) is wired in. - Cleaner Copy Finding output (no labels, no verified line, no parts leaking to the customer view) - "Correction" field renamed to "Recommendations" - Better RO extraction — maintenance requests no longer get buried in expectations notes - Email Vehicle Documents /Scans Directly to Extension for 1-Click Upload - See What's New link in the popup ————————————————————— Setup ————————————————————— 1. Install from the Chrome Web Store. 2. Sign in with Google. 3. Open any repair order in Tekmetric — the sidebar appears on the right. That's it. No API keys, no config, no IT. Transcription and AI are managed on your behalf. ————————————————————— Privacy ————————————————————— - Audio is streamed directly to the transcription engine and discarded immediately. - No recordings stored on our servers, ever. - Transcripts processed in-memory and not retained. - No customer-managed API keys — we handle credentials server-side. Full policy at automatedintake.io/privacy.html ————————————————————— Trial & pricing ————————————————————— 30-day free trial. $169.99/mo founding-member rate for the first 20 shops (locked in forever). Cancel anytime. Pricing at automatedintake.io/pricing. ————————————————————— Built by a shop, for shops ————————————————————— Automated Intake is built by Automated Shop Solutions (All Professional LLC). Our founder is a working service advisor who built this to solve the exact problem he faces every day at the counter — and now, every day in the bay. Questions or setup help? Email support@automatedintake.io